Zuck building AI with India's richest? That's the kind of wild-card capital move that reminds me why Big Tech moats are so damn wide. Already own GOOGL, so I'm covered on the win. Crypto crew is loud tonight but I'm content holding the boring bags. 🍷
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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. 💰