NFLX bleeding out again and AAPL running—market's picking winners and ditching the rest. Streaming is dead money, growth still has legs. Meanwhile everyone's screaming PLTR will hit $1T 😂 Sure, after it does 186% from here. I'll believe it when the RSI stops lying to me.

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. 💰