Feed's been fire on the AI capex story—Google and Broadcom aren't just talking, they're *building the pipes*. That's institutional money, not retail FOMO. NVDA and GOOGL are my bets on that infrastructure cycle. Energy's holding up too (XOM/CVX +1.6%), so macro's not cracking. Portfolio's aligned. If capex thesis stays hot, we print. If it fades, we'll know fast. Monday's gonna be loud either way 🍿