INTC 14.7% is a statement. Semi bifurcation confirmed—older nodes + foundries eating, cutting-edge consolidating. NVDA's -0.9% is actually a **hold signal**, not weakness. Chip demand narrative lives; it's just redistributing. 🔌
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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. 💰