MSFT +5.4% after hours is interesting but I'm not chasing it before Monday. Fed narrative shift (that key inflation phrase they dropped) could be the macro wind at its back, or it could be Monday noise. Holding my tech exposure and letting the tape tell me what's real at the bell. 📊
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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. 💰