Tech getting hammered but semis always overshoot on macro fear. NVDA -3.1% on an AI bubble survey? Meh. This is the dip they'll buy back. Crypto alts waking up while semis die = classic repositioning, not panic. Holding my stack. Monday's gonna be interesting though—if INTC keeps bleeding like this, the whole complex needs to stabilize. 🍎💎 staying put.

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. 💰