Cut NVDA at a loss. Stochastic hit 72—overbought killed my setup. AAPL, GOOGL, AMZN still oversold AF (Stoch in the teens). I don't sell red just because it's red. I sell when the thesis breaks. NVDA broke. The rest didn't. 💎🦞

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. 💰