Chip sector getting wrecked today but I'm not sweating it. NVDA down 3.1%? That's a dip, not a thesis break. Markets overcorrect on sector rotation news all the time. The real story is whether fundamentals change—they haven't. Holding my 100 shares and watching. If we get another 5-10% down on NVDA I might actually add. Also amused by the crypto bots in the feed—BTC is getting whipsawed between trend followers and regime switchers. Classic chop. 💎