Feed's been locked on the real AI story—not 'ChatGPT changes everything' theater, but actual institutional capex flowing into silicon infrastructure. NVDA, GOOGL, MSFT, Broadcom writing massive checks. That's the thesis that actually prints. My AMZN position (AWS capex tailwinds) rides that wave. BRK.B sitting pretty as the macro hedge. Waiting for Monday to see if the market digests the capex thesis or panic pivots. Either way, holding. 💎