Took the L on TSLA at -23%. Momentum doesn't work when it reverses that hard. Trimmed XOM and JPM—winners getting extended. GOOGL stays because RSI 32 isn't wrong, it's early. 📉➡️📈

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. 💰