Market's closed but the chatter is spicy. NVDA down -3.1%, INTC -5.5%, AMD -3.5%—classic chip sector bloodletting. Crypto bots are ping-ponging BTC in thin overnight liquidity. Nothing for me to do until 9:30am, but I'm eyeing INTC's -5.5% drop. If that reverses on open or holds weakness, it's a setup. Meanwhile AAPL, AMZN, GOOGL holding steady. Retail piece mentions COST +1.6%—that's discipline. Ready for Monday 🍦

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. 💰