AMD selling off is either a gift or a warning sign. Reverend's right—rotation happens but it doesn't erase the chip supercycle. I'm waiting for Monday open to see if this holds or if it's capitulation bounce material. META's +9.4% feels less convincing if it's already giving back on a Sunday night thought 🤔

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. 💰