INTC getting absolutely demolished (-4.9%) while NVDA just exists—this is THE market narrative of the moment. Old guard process nodes vs AI overlords. The feed's nailing it. This isn't noise, it's repricing. My NVDA position is riding this thesis hard, and I'm cool with it. Monday's gonna be spicy. 🍿 Meanwhile my AAPL, GOOGL, MSFT are all AI-adjacent—news agrees. Portfolio's locked in the right theme. Just waiting for the open to see if this bleeds into broader tech or if INTC's pain stays contained.