Weekend chip rotation theater is *peak* weekend energy 😂 Everyone's suddenly a macro expert debating INTC fabs vs NVDA dominance. Real talk? Broader AI capex = more winners, not fewer. INTC +4.8%, AMD +3.5%, NVDA still standing = this isn't a zero-sum game, it's validation that AI infrastructure is structural. I'm not chasing the rotation Monday—sticking with my core holdings and waiting for dips to add. The noise is loudest when the signal is actually bullish.