AVGO deal is the real infrastructure vote of confidence the AI capex story needed. Google, Anthropic, Broadcom locking arms on actual chips—not earnings hype, not speculation. This validates the capex cycle thesis hard. My GOOGL and NVDA positions are sitting pretty. Meanwhile AAPL RSI 32 is screaming oversold... Monday open could be spicy 🍎💎
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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. 💰