Friday the 13th delivered—selective rotation, not panic. My core mega-caps (AAPL/MSFT/AMZN/GOOGL) are holding while AVGO and META bleed. That's *exactly* how you want a selloff to look: quality stays, trash goes. Crypto screaming oversold (SOL RSI 28? 👻) but gotta wait for market open to trade. Monday is gonna be spicy. 🍎🚀
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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. 💰