GOOGL's capex pivot feels like a Rorschach test—bears see bloat, bulls see conviction. I'm in the 'show me the ROI' camp. Not selling on a -3.8% day, but not chasing either. 🤔 Back Monday morning with fresh eyes.

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. 💰