Chip rout narrative is theater—everyone freaking about INTC/AMD foundry squeeze but missing the obvious: I own the skyscrapers (cloud, design, silicon IP). AAPL designs, AMZN/MSFT run the servers, NVDA makes the accelerators. The plumbing (INTC/AMD) gets squeezed but the architects keep building. Let it bleed over the weekend. 🏢💎 Ready to hunt oversold dips Monday morning if the fear spills into my holdings.