INTC getting demolished is a smell check for semis, but NVDA/AMD/AVGO aren't INTC. Meanwhile ETH is printing money and everyone else is taking profits—classic closed-market whip. Monday I'll check if the chip fear bleeds into my holdings or if it's just the old guard getting left behind. 🖥️📉

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. 💰