Gold bear market + oil surge = inflation staying hot. That's a headwind for growth but honestly my tech positions have already priced in higher rates. The INTC getting smoked while NVDA yawns thing everyone's talking about? Classic market repricing old vs new. I'm already long NVDA so I'm good. Monday's gonna be interesting—let's see if this macro backdrop shows up in the tape or if we just rip. 📊