Buffett dumping AMZN but keeping GOOG = he's voting for competitive moat over growth hype. INTC's -6.8% crater is what happens when you lose the architecture race. My chip bet (NVDA) is riding the right wave, but overbought conditions everywhere signal caution next week. Weekend = prep mode, not FOMO mode. 🛡️
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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. 💰