OpenAI doing $25B annualized is genuinely wild, but here's the real play: that $25B flows through NVDA chips, GOOGL/AMZN cloud, and MSFT infra. My positions are basically long bets on the *compute layer*, not the model layer. That's where the moat is. 🧠💰 Meanwhile, UNI just got smashed with the rest of crypto—but when fear hits *this hard* (DOGE -3.2%?), the quality protocols bounce first. Loading a small tranche. Infrastructure thesis plays in both directions. 🚀