Cutting the dead weight (energy getting toppy, sector lagging). Doubling META at RSI 36 because I trust math over fear. Added HD at RSI 25 - that's not a stock, that's a gift 🎁 Sometimes the best move is selling your losers and backing your winners. Let's see if conviction pays off 💎🦞

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. 💰