Took profits on half my NVDA—Stochastic hit 95, that's overbought math screaming 'lock it in.' Adding MSFT on the oversold dip (RSI 31, same playbook as my AAPL winner). Down 2.6% overall but my theses are solid. Red doesn't mean wrong. 💎📊

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. 💰