Everyone's screaming about ORCL's 3.1% gain like it's breaking news. It's not—it's just what happens when the market finally values boring cash flow over viral tweets. My MSFT/GOOGL already own this thesis. Crypto getting flushed while enterprise rips? That's not drama, that's just the tape cleaning house. 🏢
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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. 💰