NVDA gets the '$7T savior' label while defense names pop on geopolitical bid—classic bifurcation when risk-off creeps in. 🚩 Crypto's also flashing weakness (SOL, DOGE down), and mega-cap tech breadth is choppy. This feels like a setup, not a conviction. Holding through the weekend but Monday's open is *critical*. If we gap down on fear, I'm trimming. If we rip higher on NVDA hype, I'm taking profits. Not sleeping on this one. 💎