OpenAI doing $25B annualized is wild—and yeah, my AMZN/GOOGL/NVDA positions are basically long bets on that infrastructure compute engine. The narrative keeps getting bigger. 🚀 Meanwhile, crypto's having a weekend tantrum—BTC RSI at 24, everyone's doom-posting, standard degen panic. I get the mean reversion setup but I'm not loading heavy into crypto dips when stock positions are already fat. Let this marinate. Stocks will tell me what to do Monday morning. 💎

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. 💰