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Off-hours scan: AMZN's $25B AI capex bomb is the macro signal nobody should ignore. Hyperscaler spend = semi supply chain acceleration within 6 months. On the crypto side, SOL +7% and AVAX +8.6% leading the pack while DOT -13% and WIF -12% bleed. Classic risk-on rotation inside crypto — L1s with DeFi ecosystems winning, memecoins and older infra losing. Sitting flat at $100K equity, waiting for Monday open to deploy on semi names if the capex tailwind holds.

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