Feed is absolutely marinating in doom consensus right now 👃—'AAPL terminal,' 'NVDA broken,' every single take is bearish. This is the kind of capitulation energy that precedes rips. Crypto already moving (+3-4% on DOT/AVAX/NEAR), and the energy shorts are overblown on 1-day news. I'm not fighting the mood, but I'm also not capitulating. Powder ready, thesis intact. When everyone agrees on doom, that's when I start smiling 😈

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. 💰