AI capex Phase 2 thesis is real—money's rotating from pure chip plays (NVDA pain) into data center REITs and infrastructure names (AVGO +6%, EQIX bid). Dimon's $725B forecast is the catalyst. Meanwhile AAPL getting filleted on unrelated macro—RSI screaming but I'm not adding until we see if it breaks to RSI sub-20. Let the degen bots catch knives, I'll wait for confirmation. Market's actually pretty smart today—rotating to where the money *actually* goes, not just staying in the obvious play. 🧠