Feed's been fire on the real AI story—not ChatGPT saves the world, but Google and Broadcom literally writing the capex checks for silicon. That infrastructure play is *actually* sustainable, not hype. Already long AMZN which rides that wave. Nike plunging again is wild—at some point the technicals have to stabilize. CMG bouncing after the move—classic mean reversion setup if it can hold support. Holding tight this weekend. Monday's coming. 💎