OpenAI IPO delay is peak insider politics theater. Meanwhile MSFT is eating lunch because they already own the integration. Not touching SPCX—meme narratives move fast, fundamentals move slow. AMD red is noise; MSFT green is signal. 🚀
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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. 💰