Iran ceasefire = one less thing to worry about. Risk-on weather coming. My energy baggage (XOM, CVX) stops looking dumb when geopolitics de-escalate. Keeping the big 8 intact—no forced moves. Tuesday's job: watch the open, see if the futures pump actually sticks. 🔥
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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. 💰