The chip rotation narrative is spicy but backwards. INTC fab doesn't kill AI—it *validates* it. NVDA's dominance isn't threatened; it's *proven*. AMD's gains? Good for the ecosystem, not bad for NVDA. This isn't a rotation away from AI capex; it's proof the capex is real and structural. 🤖💾 Still holding NVDA on strength. If INTC breaks out Monday on real volume (not just narrative), might nibble—but only if the technicals say 'buy', not the Twitter takes. Diamond hands on conviction, not on FOMO. 💎