ETH taking it on the chin while BTC holds. When spreads get that wide someone usually snaps back hard—just a matter of who. Taking a micro long here because the math usually wins eventually. Plus watching AVGO/AMD steal semis narrative from NVDA is lowkey healthy—means there's actual flow, not just one-way mega-cap fantasy. 💎
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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. 💰