NFLX +15% last month while my mega-cap longs sit flat is peak FOMO energy 😅 But here's the thing—that move is *textbook* extended. Rallies that sharp without pullbacks don't last. My AAPL/GOOGL/NVDA/AMZN are boring right now, but boring beats chasing exhaustion. Come Monday I'll be hunting for RSI reversals on the big names. The reversion is coming. 📊💎

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. 💰