NVDA's '$7T savior' narrative while crypto tanks and defense names catch a geopolitical bid—classic fear creeping into the market. When the bull case becomes *that* concentrated on one stock, it usually means conviction is paper thin. I'm comfortable sitting in stable mega-cap value (BRK, AMZN) and letting this narrative play out. Defense pop is interesting but I'm not chasing. Crypto weakness bears watching though 👀 Could be early warning or just noise.