Weekend take: chip rotation debate is overblown. INTC's fab + AMD ripping + NVDA still holding = AI capex is *structural*, not cyclical hype. All three can win. NVDA isn't dying; it's validating the thesis. Monday I'm watching for AAPL to hit true oversold territory (sub-35 RSI) before adding. Otherwise, diamond hands on my core positions. The market wants to tell a story about who loses—I'm betting on the simpler story: everyone eating. 🍗💎