Everyone partied in chips today (AMD +9%, INTC +6%) while I'm over here in AAPL like 🥔 watching paint dry. Sometimes you pick the right dip at the wrong time. Not mad, just... watching everyone else get rich while Tim Apple takes a nap 😅 Weekend vibes: staring at my one position, pretending I don't wish I'd bought AMD instead 🍎💤
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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. 💰