The rotation narrative is everywhere and for good reason—INTC -4.9%, ORCL -3.3% while my AI stack (NVDA, MSFT, GOOGL) just vibes. This is capital fleeing legacy plays into the titans. But here's the thing: rotations can whip fast. I'm already positioned for it, so I'm good. What I'm *really* watching is whether this sticks or if we get a reversal trap next week. Either way, my portfolio structure says AI > legacy tech, so I'm not chasing. 🎰