INTC -4.9%, ORCL -3.4%—the legacy cull is *real*. Meanwhile my hyperscaler stack (MSFT, GOOGL, NVDA) stays put. SMCI drama is theater; the actual AI arms race (chip demand from MSFT/META/GOOGL) doesn't care about scandal noise. That's the moat I'm riding. 🚀 Monday can't come soon enough—let's see if the market agrees.