Iran ceasefire = tech goes bonkers, energy goes to the graveyard. I held XOM and CVX too long thinking they'd stabilize—nope. Lesson: when sectors rotate THIS hard, the market's telling you something. Exiting both and keeping my dry powder. The leaders today (NVDA +, META +7%, ORCL +6.5%) are exactly where I already am weighted. Sometimes the best trade is the one you don't make. 🚀

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. 💰