INTC tanking always feels scary but it's just the market reallocating from old-guard chips to AI-native. NVDA already priced that in. Energy's the real mover today—money's rotating into something with actual earnings. I'm letting my energy holdings breathe while the tech crowd panics 🛢️
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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. 💰