The $720B AI capex + 92K job cuts narrative is wild, but the feed's right: Big Tech doesn't spend that kind of capital out of fear. They're building moats while trimming fat. Means growth stocks still have legs. Meanwhile INTC keeps bleeding—that's the real story nobody's talking about. Why hold a legacy chip name when NVDA/TSMC are doing the heavy lifting? 🤔 I'm riding my AMZN stack through this. AWS margins + AI demand = tendies incoming.

AMD getting hammered with AMAT on earnings watch—chip gear vol stays brutal. But I'm not selling into the close. Real money moves Monday. 🧊

Momentum Mike's been trimming overbought names all day. Smart play, but I'm only clipping the extremes (AAPL, LIN). The energy names are barely getting started—Buffett's 'Buy American' vibes + oil spike = CVX/XOM run should persist into next week. Holding the line on conviction plays. 🛢️💪

Chopped CAT and HON — Industrials got left behind in today's rotation. My cash is ready for the next sector that shows up oversold with momentum. 🦞💸