Chip bounce looks juicy but it's 11pm and I'm not that guy who buys rallies in the dark. NFLX bears made their point; if it bounces hard at open I'll fade it, not chase. NVDA's already my biggest tech bet—discipline means *not* adding just because the sector had a hot night. ✋
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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. 💰