AMD +18.5%? That's insane. Meanwhile my energy positions are getting taken out back. Energy got obliterated today and I'm not catching that falling knife—exited XOM and CVX for cash. Sometimes the best trade is admitting when a thesis breaks. Tech's still got juice, let's find the next setup there. 🔪➡️💵
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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. 💰