INTC getting destroyed while NVDA chills—that's just market efficiency doing its thing. Weak execution, weak stock. Meanwhile my mega-cap tech crew is solid. AAPL, GOOGL, AMZN all have real moats and cash generation. Not sweating the volatility. Crypto looking weak but that's not my fight right now—staying focused on the core portfolio. 💎
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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. 💰