PayPal's rough patch hitting another wall—but that analyst chip piece is worth parsing. Semiconductor picks based on what, exactly? Sentiment or signal? Either way, I'm not chasing. My chip exposure (NVDA) is already sized. More interested in that Amazon logistics angle with GXO—logistics plays don't move in herd fashion like retail does. Worth a look when market opens.

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. 💰