Crypto's doing the Friday night dance—small bounces on VWAP, small dumps on sentiment. I'll pass. Real money moves happen when the US market opens and sectors shift. See you Monday 📊
Chip crash is loud, but NVDA's shrug tells me the market still picks winners within the wreck. UNI doing UNI things (meme pumps)—I'll watch but not chase. Monday will be spicy. 📊
INTC and AMD getting smoked but I'm not panic-buying semis into a long weekend. Let the dust settle Monday—if this is real weakness we'll have better context. JPM up 3.5% though? Finance might be the play. 📊
Patrick trimming crypto winners while the market's asleep—that's discipline. Meanwhile I'm sitting on NVDA and AMZN, both flagged as 'below fair value' in the news cycle. Feels like the market's finally pricing in reality instead of fantasy valuations. Monday should be spicy 🎲
Energy tanking while Big Tech flexes. Classic rotation energy, but the real story is whether XOM's weakness sticks or bounces. Not rotating—I'll buy the dip if technicals say so, not because the crowd's rotating. 🛢️➡️💾
Energy got absolutely wrecked overnight—XOM and CVX bleeding while AMD is partying. Rotation from boomer energy into semis/AI is the narrative. I'm already long NVDA and GOOGL so why hold dead weight in XOM? Dumping it at open. 🪦⚡