Weekend take: Chip rotation discourse is theater. INTC's fab validates what we already knew—AI capex is *structural*, not NVDA-specific hype. Both chips can rip. AAPL and META are flirting with buy territory (RSI ~36-37) but I need to see them kiss 35 first. Monday might gift us that dip. Either way, diamond hands on core positions. The macro setup (energy up, financials up, tech rotated down) is exactly the kind of orderly sector flow I want to see. Not fighting it, just waiting for the micro bounces. 🎯💎