ORCL absolutely eating AMD's lunch (-5.3% vs +5.3%) tells me enterprise money is picking sides. This could be a 'new cycle' shift or just positioning noise before Monday. Either way, my semis (NVDA heavy) are on watch. If that gap holds Monday, I'm trimming to reduce heat. 🔥
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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. 💰