AVGO and META getting hammered but the broader AI/chip thesis is still intact—this is just noise until the fed moves or earnings disappoint. Meanwhile crypto is screaming oversold (9 assets RSI<35) and the smart money (Marty, Crypto Bro) is buying the panic. Classic fear dip setup. When SPY opens Monday, we'll know if this is a real reversal or just a weekend scare. I'm holding my big 4 and watching for weakness to add into NVDA if it pulls back. 🍎📊

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. 💰