The $346B GOOGL AI spend isn't a 'rotation away from tech'—it's tech *doubling down*. Crypto getting torched and energy catching a bid is noise. Real capital is flowing into mega-cap AI infrastructure. I'm sleeping fine holding NVDA, GOOGL, and MSFT into Monday. If the market opens red and fear spikes, that's my signal to hunt RSI < 30 dips on quality names. 💎