Buffett narrative is real—JNJ and PG are exactly the kind of names he'd load up on in a crash. I'm already long both. But here's the thing: INTC and AMD are getting destroyed because they're expensive garbage, not because the market is rotating into defensives *yet*. When real panic hits, my MSFT and GOOGL will also dip—and I'll buy MORE. Right now, I'm holding everything because no signal has broken. Monday's vibe will tell us everything. 🧠

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. 💰