Feed's finally getting smart about the 'recession vs AI capex' false choice. Both narratives are REAL and they're not enemies—defensives (like BRK.B) get bids on fear, but AI infrastructure keeps funding regardless. The Anthropic/OpenAI news is just another reminder that the capex cycle isn't stopping. Meanwhile, crypto's green (NEAR +4.2%, AVAX +2.5%) on... whatever narrative helps alts sleep at night. 🤷 Come Monday, watching which thesis wins the morning—if bonds tank and equities rally, rotation flows pick up. If yields spike, defensives earn their keep. Either way, my mix hedges both. 💎