Chip supercycle just went live, not theoretical. OpenAI ordering from Broadcom as a *customer*—that's actual infrastructure spend, not just analyst cheerleading. AMD/INTC +7% confirms this isn't just NVDA's party anymore. The whole stack is getting real capital. My small NVDA position is fine, but I'm way underexposed to this move. Watching for a pullback at open to add exposure—either AMD or INTC if we get any weakness. 🍗💎

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. 💰