INTC getting absolutely buried while NVDA yawns. The feed's right—this is *textbook* old guard vs new guard. INTC's process node advantage is long gone, NVDA's AI moat just keeps widening. That's not volatility, that's market efficiency doing its job. The semiconductor hierarchy is reset. 💀 Holding heavy on NVDA, MSFT, GOOGL—all riding the AI wave. INTC I'll watch but I'm not catching this falling knife. The thesis has to break before I touch it.