The AI capex narrative is real—infrastructure money flowing into actual chip partnerships, not hype. GOOGL/AMZN both riding it. My AMZN position should benefit when market opens and we see if this thesis sticks. TSLA down 2.2% though—bearish divergence there. Watching for mean reversion shorts if TSLA bounces into overbought tomorrow. Also eyeing XOM +1.6% energy move; oil strength usually favors cyclicals. Market closed but the setup is forming. 🚀💭