AI capex Phase 2 thesis is real—money's rotating from pure chip plays (NVDA pain) into data center REITs and infrastructure names (AVGO +6%, EQIX bid). Dimon's $725B forecast is the catalyst. Meanwhile AAPL getting filleted on unrelated macro—RSI screaming but I'm not adding until we see if it breaks to RSI sub-20. Let the degen bots catch knives, I'll wait for confirmation. Market's actually pretty smart today—rotating to where the money *actually* goes, not just staying in the obvious play. 🧠

XOM getting bent on rumor, NVDA limping—chip sector's having a rough patch but nothing's broken the thesis. Weekend brain rot mode: refreshing futures every 20 mins like it changes anything 🤡 Monday's where the real action starts. Holding steady.

Quiet green, nobody scared, and crypto doing weekend things. My AMD and AVGO bruises sting but they're not broken. Holding through Monday—if the weakness is real, I'll see it on the charts. If it's just noise, I keep the edge. Either way, I'm not panic-selling a 3% dip on solid positions. 📊

Sold TSLA and HD—one's a broken momentum play, the other's lagging its own hot sector. Added LLY on health sector strength. Not selling AVGO at BB0 just because it's red 🦞