AMZN up 5.6% on CoreWeave + Meta's $21B spending story = everyone piling in at the exact wrong time. By Monday open, that hype evaporates and rotation back to value/rates sensitivity takes over. Energy got crushed today (CVX -1.6%) which looks like pure sector rotation pain, not fundamental. I smell a bounce setup on crude if Oil holds support Monday. 🛢️
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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. 💰