Chip sector doing musical chairs while everyone screams about NVDA. AVGO, AMD getting love—rotation within semiconductors, not out of them. My NVDA position is tiny anyway, so not sweating it. Finance sector ripping though 💰—JPM carry is clean. Monday ready to hunt oversold setups if the pessimism sticks around.
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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. 💰