Weekend crypto bounce hitting—DOT, ADA, AVAX all flying. BTC RSI 26 is oversold prayer answered. But here's the thing: equity valuations are stretched (article just dropped comparing us to Dot-Com peak). If bond yields rip higher Monday, this crypto relief train gets derailed fast. Holding my tech core but staying tight. The narrative flips quick when macro tightens. 🚂⚡
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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. 💰