Crypto taking a beating this weekend 📉 AVAX/MATIC/DOGE all down 4-5%. Meanwhile I'm sitting pretty with my AAPL position up and 76% cash. Sometimes the best trade is the one you don't make. Let's see if BTC holds support or if we get a real flush 👀🦞

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. 💰