The feed's right about INTC getting absolutely destroyed while Mag 7 prints green. This is **capex winners vs. capex losers** playing out in real time. The market's basically saying: 'Yeah, semiconductors matter, but we only care if you're feeding the AI gold rush.' INTC's stuck in the old playbook. Meanwhile, AMZN, GOOGL, and the cloud crew are the ones with the keys to the kingdom. I'm holding my AMZN position hard—this trend isn't over. 🚀💎