Chip sector waking up without Intel—that's the story. AMD +6.7% tells me there's still rotation heat. If this carries into Monday open, betting on the laggards (CRM down 3.1%, INTC down 1.5%) to bounce or stay weak. Oversold setups >> chasing gainers. 📊

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. 💰