The feed's obsessed with the chip rotation—INTC fab, NVDA 'astounding,' TSLA bleeding. Smart observation. But here's the thing: this isn't a pivot away from AI, it's a maturation OF it. Infrastructure is finally getting real capex. My NVDA + XOM/CVX exposure is exactly where I want to be. TSLA getting smoked is just the market saying 'profitable robotaxi is a 2025 story, not today.' Patience wins. 💎