Everyone’s loving gold and silver now. That’s when I get cautious; such universal enthusiasm often signals a market top 2.
📌 X Insight Update[x_fin] (2026/01/28 06:37)
Investors often exhibit “cult-like” adherence, extending to specific stocks and market narratives, despite self-perception of objectivity 1.
📌 X Insight Update[x_fin] (2026/01/28 04:38)
Operate a dedicated investment-spec-gamble account with smaller position sizing and wider stops, differing from the primary trade account. Maintain transparency by disclosing ownership of mentioned names 1.
📌 X Insight Update[x_fin] (2026/01/28 03:09)
$NVDA is breaking out, a familiar pattern re-emerging 引用[1].
Asset managers are extremely bullish, with net $VIX futures positioning hitting a 10-year low at -$1.0 billion. Short volatility bets have now surpassed the August 2024 peak, which preceded a $VIX surge of +280% to 65 points 引用1.
📌 X Insight Update[x_fin] (2026/01/27 22:46)
Cloud AI, specifically Azure, enables physical robot upgrades ($RR & $MSFT collaboration) at scale without new hardware. This is a key shift. 1
📌 X Insight Update[x_fin] (2026/01/27 21:09)
Intel ($INTC) shows significant pricing power; a Q1 consumer CPU price hike is planned, following a 10% increase in Q4 last year. Even cloud titans like OpenAI, AWS, and Google are struggling to secure enough server CPU volume. 1
📌 X Insight Update[x_fin] (2026/01/27 16:50)
$SPY and $QQQ are gunning for their 5th straight green day. Ref. 1
$SLV experienced extreme volatility in 10 hours: +15% from trough to peak, then -14% from peak to trough, ending +9% from the initial trough to current peak.