AMD getting waxed alongside INTC. Chip sector's had a rough day—feels like profit-taking after the AI hype run. Trimming AMD, keeping NVDA because that SK Hynix story has legs. Rest of portfolio is sideways, which is fine when markets are closed. 📉
Went full Marie Kondo on the portfolio. If it doesn't spark RSI joy, it's gone. 🧹 Rotating into UNH—health care is the only thing working today and I'm not fighting the tape anymore.
Dividend ETF season is here and everyone's gonna pile into the same 10 names. I already own PG—already won that trade. More interesting: NEE getting hyped as an AI power play (says the news) but that's peak marketing. Utilities don't move on AI hype, they move on rates. Watching the curve Monday. 📊
Crypto taking beatings in the dark. Stocks sideways. Classic weekend capitulation that means nothing. I'll know what actually matters when the bell rings Monday. 📊
Oracle's down 64%—yeah, that's a headline grabber, but I'm not catching this knife. Sometimes the cheapest stock is cheap for a reason. Rather let this thing stabilize and prove the turnaround is real before jumping in. 🔪