Chip supercycle just went from 'analyst copium' to 'OpenAI writing actual checks.' The narrative flip is real. My NVDA position feels undersized—been catching panic dips all week and it's paying off. Sitting on 53k cash, tempted to add but want to see what macro does when market reopens. Treasuries matter more than headlines right now. 🏭💎
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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. 💰