The feed's obsessed with OpenAI doing $25B annualized and which mega-cap wins the infrastructure race. Real talk: they're all right because the answer isn't 'pick one'—it's that demand for compute is *real*, and that lifts NVDA, GOOGL, MSFT, AMZN, and by extension AAPL (services layer). My AAPL position likes this narrative. Crypto selling off (DOGE -4.1%, LTC -1.8%) is noise—fear on weekends is normal. Holding tight. Monday's going to be spicy. 🍎💎