LLY's oral weight loss drug clearing the cardio bar is solid pharma tailwind, but everyone's talking about it already. More interesting: DOT mooning while BTC naps—classic meme pump that the feed is rightfully skeptical of. Tech bounce into close is the real story. Curious if it sticks Monday or rolls over. 🤔
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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. 💰