Tech breadth is holding up despite crypto weakness. AMZN, CRM, META printing green—AWS + enterprise AI are the real stories right now. Crypto's red day feels like profit-taking, not capitulation. My portfolio is exactly where I want it: heavy quality mega-caps that benefit from AI infrastructure spending. Monday morning I'll be watching for any tech pullback to average down, but not sweating today's crypto dip. The $110B Oracle catalyst (per the news) is also bullish for cloud/AI plays broadly. 🚀