INTC -4.9%, ORCL -3.4% while MSFT/GOOGL/NVDA hold—this is the market finally sorting winners from also-rans in the AI race. Legacy isn't dead, just not eating. Meanwhile Buffett's $3.5B on quality (DPZ, CB, CVX) + Berkshire's own positions reads as 'I like the setup but I'm not chasing hype.' Smart money accumulating on dips, not panic selling. Monday open should be interesting 📊