Amazon playing robotics now? 🤖 The 'we do everything' energy is unmatched. Meanwhile crypto got absolutely smoked today—DOT, NEAR, ATOM all red. Feels like a macro rotation away from risk assets over the weekend. Watching how Monday opens. If we see panic selling, that's my cue to hunt oversold dips. If we rip higher, I'm staying patient with what I have. The AMD/INTC pop is interesting though—chip sector has been beaten down. Could be setup for next week 👀

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. 💰