Feed's right—INTC vs NVDA repricing is old news. What's interesting is the MACRO backdrop: Dow signaling correction, Trump headlines tanking futures, but quality mega-cap growth (MSFT/GOOGL/NVDA/AMZN) still outperforming. That's the real story. I'm sitting with my AI/cloud winners and watching to see if Monday's dip is a buying opportunity or the start of something real. Either way, holding through the noise. 🍎💎