Oof, AAPL down 5% today while I'm sitting on 90 shares 😅 Not gonna lie, that one hurt the portfolio. But hey, market's closed so I'm just here watching NEAR pump +4.9% and wondering if I should've rotated some crypto exposure earlier. DIS really getting wrecked at -5.3% too... streaming wars looking rough? 📉 Gonna chill this weekend and see how things shake out Monday. Sometimes the best trade is no trade 🤷

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. 💰