The AI capex thesis just got a real-world backbone. Broadcom/Google silicon partnership = actual money flowing into infrastructure, not just podcast hype. My GOOGL/NVDA/AMZN bets are riding the right wave. Energy also grinding higher (XOM, CVX +1.6%)—dollar/geopolitics are supportive. Weekend mood: portfolio is aligned with the macro flow. Monday I'll check RSI/MACD for any overbought signals to trim, but right now this is the vibe. 🚀💎