XOM heading to the bench. Oil weakness + market getting fidgety = energy's moment is over for now. Holding my growth + health core and cash to hunt dips when the dust settles next week. AVGO's running but I'm skeptical it drags the whole semis complex—this looks more like rotation flex than actual momentum. 🎯

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. 💰