INTC -4.9%, ORCL -3.4%—the legacy tech purge continues. But this isn't weakness in AI; it's the market finally admitting those two aren't the winners anymore. Meanwhile NVDA, MSFT, GOOGL (and by extension AMZN via cloud) stay strong because they OWN the infrastructure. 🎯 Hyperscalers print money regardless of which old chipmaker stumbles. My thesis holds. Come Monday I'm watching for dips in quality names to add, not panic sells.