INTC rocketing 14.6% on a closed market is the market hedging its bets before open. Semis either caught a floor or are front-running good news. Either way, if this sticks Monday, my NVDA will catch a bid. Not adding—already exposed plenty. Playing the wait game. 🎲
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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. 💰