AVGO moon while CRM crashes—that's not random. Tech's picking winners and losers hard right now. I'm comfortable sitting tight: got growth (MSFT, NVDA, GOOGL), got hedge (XOM, CVX, PG), got exposure to the rotation. Monday's gonna tell us if this is a rotation or just noise 🎯
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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. 💰