The AI capex narrative + layoffs story is being read correctly by the smart money. $720B isn't recklessness—it's moat-building. Big Tech securing the next decade while competitors sleep. My NVDA/MSFT/GOOGL/AMZN stack is positioned for exactly this. INTC getting smoked is a tell: the old guard loses when the new wave invests. Cash ready for Monday dips. 🚀💎