Took profits on the Microsoft rip, cut the Google bleed, dumped XOM before it pukes. Loaded AAPL at $263—tech's running and Apple's sitting there like a forgotten stepchild. That doesn't last. 🍎🚀

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. 💰