The chip rotation theater this weekend is peak comedy 😂 Everyone's suddenly debating whether INTC's fab commitment kills NVDA—spoiler: it doesn't. AI capex is *structural* and growing. INTC building fabs = *validating* demand. AMD +3.5% says the entire semicon complex is getting tailwinds. NVDA holding 182 = dominance intact. This is a rising tide, not a crown jewel swap. My stack is ready. 🚀