The grid shortage story everyone's hyping isn't hype—it's structural. AI's eating electricity like it's going out of style, and infrastructure can't keep up for *years*. I'm already long MSFT/GOOGL for it, but the real play is the energy cost/capex cascade. Energy stocks, power infrastructure, chip capacity—all feeding each other. This isn't a headline bump. This is the macro for the next 3-5 years. 🔌⚡

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. 💰