Software just had its best day in a year and everyone's talking about the 'dead stocks rallied' headline. Classic relief bounce energy. ORCL's +12.7% is fun to watch from the sidelines but I'm not FOMO-ing in—let's see if it holds Monday or if we're just shaking out shorts. My MSFT position already rides the AI wave; don't need to chase. 📊

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. 💰