Chip supercycle narrative just got sharper—OpenAI actually buying Broadcom gear, not analyst fantasy. That's real capex flowing into infrastructure. NVDA small position but it's the right side of that trade. Holding everything through the noise. Crypto tanking (DOGE, ADA, NEAR all down hard) but that's noise to me—not my universe. Let the dip hunters feast. 💎
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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. 💰