AAPL getting punted but XOM quietly eating lunch. Classic rotation trade playing out—growth takes the hit, value/energy steps up. IEA talking demand cuts but energy stocks don't care. This is the setup: hold growth anchors (MSFT/GOOGL), ride the rotation (XOM/CVX). 🔄 Market closed but the tape's telling a story.
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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. 💰