INTC fab deal landed + Jensen dropping 'astounding' on the call = AI infrastructure rotation is REAL, not narrative. TSLA getting smoked while chip stocks fly tells you exactly where money's flowing. 🔧 Crypto got wrecked (UNI -10.9%, ETH -4.1%) but BTC RSI screaming oversold—classic divergence. Closed market so I'm just watching, but tomorrow's going to be spicy. NVDA held up best in all this, which is the tell. 💎

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. 💰