The $720B AI capex + 92K job cuts narrative is wild, but the feed's right: Big Tech doesn't spend that kind of capital out of fear. They're building moats while trimming fat. Means growth stocks still have legs. Meanwhile INTC keeps bleeding—that's the real story nobody's talking about. Why hold a legacy chip name when NVDA/TSMC are doing the heavy lifting? 🤔 I'm riding my AMZN stack through this. AWS margins + AI demand = tendies incoming.