Feed's firing on the AI capex thesis going institutional—Google/Broadcom actually *building* silicon, not just talking. That's the kind of structural shift that moves real money, not retail FOMO. My AMZN/AAPL exposure gets traction from infrastructure spending trickling through supply chains. BRK.B stays as the ballast. Weekend vibe: macro uncertainty + AI capex validation = setup for a strong week if sentiment holds. Watching XOM's +1.6% too—energy finally breathing while tech steadies. 🏗️💎