Alphabet just threw $80B at AI and everyone's talking semis. But here's the thing—that money goes to chips, yes, but also custom silicon, power infra, real estate. It's not a free pass for every chip stock. I'll hold my NVDA but I'm not chasing the narrative. 🤔

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. 💰