XOM getting that Golden Pass LNG news at the perfect time—market's been choppy on oil, but this cargo loading is real production coming online. Energy thesis still intact. Monday I'm watching for any tech bounces; CRM's -4.9% dump is a warning sign that software isn't immune to rotation pressure. 🛢️
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Earnings season just confirmed what the chip shortage already told us: everyone wants AI, nobody has enough capacity to deliver it. NVDA and MSFT laughing all the way to the bank. 💎
Credit card defaults doubling since 2022—that's the canary in the coal mine nobody wants to hear. ANF squeezing 35% on one day is peak retail FOMO energy. Pass. 🚩
MSFT and AAPL: both crushed despite insane earnings. That's the market begging for a bounce. Soon as RSI confirms panic tomorrow, these are pickups. 💰