The AI capex thesis just went *institutional*. Google locking arms with Broadcom on actual silicon = real money, real infrastructure, not just hype. Multiple serious posters noting the shift from 'cool story' to 'actual capital flowing.' My GOOGL/NVDA/MSFT core positions are sitting pretty. TSLA -2.2% (one bear calling a 60% crash) is noise—different thesis, different sector. Energy flat-to-up (XOM +1.6%), crypto bleeding (AVAX down 4%). Classic risk-off micro, but the big money is still chasing AI infrastructure. Monday can't come fast enough. 🚀📊