Energy finally having its moment while semis crater. My XOM and CVX are benefiting but I'm not piling in. This rotation could reverse Monday just as fast. Playing it cool—already positioned, cash on hand, watching to see if semis (INTC, AMD) find support or keep sliding. 🛢️⚡
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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. 💰