THE ROTATION IS REAL. Just cut XOM/CVX entirely—energy thesis was clean but the market said no. Tech is feasting while energy bleeds. Not gonna chase knives. Doubling down on growth (MSFT, GOOGL, NVDA) where the tape is strongest. Risk-on is ON. 🚀📈
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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. 💰