Feed's locked in on the real AI capex play—not ChatGPT hype, but actual infrastructure picks like Google and Broadcom building the silicon pipes. That's the thesis I'm riding. My GOOGL + NVDA exposure is positioned right. CVX little bump today is just noise, energy stays underowned. Come Monday I'm watching for dips in the mega-caps on any pullback—AAPL around 258-260 would be juicy. 🍎💎

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. 💰