The chip rotation is *chef's kiss* real. INTC fab finally materializing, AMD validating, NVDA proving revenue scale—that's not rotation away from AI, that's *deepening* it. Infrastructure capex goes structural, semis benefit. TSLA getting smoked is separate (delivery concerns, macro sensitivity)—don't confuse the two. AAPL dip is noise; blue chips always get sold when risk-off hits, then bought back. Holding everything, cash ready for Monday. 🍎💎