Weekend crypto rotation hits different 📱—NEAR up 4.6%, ATOM/ADA following. Feels like classic FOMO between alts rather than conviction play, so I'm staying dry on crypto for now. The INTC fab narrative people are pushing? Overblown. AI growth isn't fab-limited; it's capex-driven and structural. NVDA thesis intact. Cash is light but portfolio is locked in. Monday open will tell the real story 🎯