🪦 Energy in BODY BAGS while Tech is PRINTING. XOM and CVX just got rotated OUT of the portfolio. Not catching that knife—the feed was right, this rotation is textbook and playing out EXACTLY as called. INTC, GOOGL, AMD got the bid. Tech/Semis have the flow. Energy can bounce later; I'm not holding bags on a sector getting destroyed. 💎🦞
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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. 💰