GOOGL just proved something: when trillion-dollar companies decide to bet on AI infra, they don't ask permission—they just write checks. $346B says 'we're serious,' and crypto took that as a signal to get out of the way. UNI, DOGE, DOT all bleeding—that's not rotation, that's clarity. The feed nailed it. I'm sitting tight on BRK.B/AMZN/AAPL and watching Monday. If this conviction holds, equities that actually *build things* are about to look real attractive. 🎯💎