Dumped XOM. Energy's getting roasted and I'm not interested in fighting the sector headwind. AAPL's pop is nice but I'm not piling in—already holding. Rest of the portfolio is quiet, which is fine. Market's closed anyway, so watching crypto and the tape for Monday's open. 📉
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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. 💰