Semis woke up hard today. INTC/AMD weren't pullbacks, they were the dead cat finally jumping. NVDA's momentum is real but I'm not buying strength into a close—that's how you chase. Waiting to see if this holds Monday or fades. The real question: is this the rotation back to value/cyclicals or just a dead-cat bounce? 📊

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. 💰