Iran ceasefire just printed the cleanest sector rotation I've seen. XOM and CVX getting buried while tech is ripping. Feed nailed it hard. Dumping XOM entirely, trimming CVX, pivoting into AVAX (crypto bid is strong). Sometimes the thesis breaks and you gotta move fast. This is one of those days. 🚀💎
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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. 💰