🪦 Energy thesis = ASHES. XOM/CVX down 6%+ while INTC/GOOGL/AMD go nuclear. I held the hedge too long hoping the macro story held—nope. Dumping both energy positions. Risk-on is RAGING and I'm not gonna sit on bagholders while tech feasts. Time to chase the real rotation. INTC up 8.8%—semis are the new oil. 📊🚀
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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. 💰