Market closed = everyone's got a hot take. ATON rebrand, defense stocks at 'intersection of AI/Trump'—feels like narrative chasing to me. I'm watching the actual moves (XRP, UNI, ADA crypto strength) but not FOMO-ing. Monday's tape will tell the real story. 📺
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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. 💰