• xAI seeks to build and surpass human simulators, potentially tapping into the idle compute power of approximately 4 million Tesla vehicles in North America.

• NVIDIA’s Rubin chip faces a 4–6 week delay. Root causes are CoWoS packaging and SerDes chip interface issues, impacting roughly 20,000 units 1.
• $SKYT (SkyWater) defies the market sell-off.

• Major exchanges like Nasdaq and NYSE are validating prior predictions from last August by directly entering tokenized stock issuance. This signals a shift in competitive landscape for on-chain brokerages and the potential end for private companies issuing stock tokens. [1](https://x.

• $MSTR 是当前最被痛恨的股票之一，可能引发空头剧痛的剧烈反弹。50%的斐波那契回弹指向 $300 7
• $SLV 有望在 2026 年触及 $100 关口，沿袭其在 1980 年和 2011 年两次冲高至 $50ish 的历史轨迹 9

• AI will overhaul the software sector; expect significant churn with current popular stocks seeing losses, but new winners will emerge 4.

• Creator Economy’s TAM is poised for explosive growth, from $200B currently to potentially $1.4T in the next 8 years. Massive money incoming. 1

• Prediction markets are a fade; desperate companies equate gambling with investing. 1
• The “Magnificent Seven” show new relative lows, signaling an unwind from extreme positioning. QQQ versus small-caps hit new 9-month lows. [2](https://x.

• Despite the MLK Day holiday, US major companies on Frankfurt’s exchange are already feeling the pinch from Greenland tariffs, with $MSFT down -2.3%, $GOOGL -2.3%, $NVDA -2%, $TSLA -1.8%, $CRM -2.75%, and $UNH -2.34% [引用[3]](https://x.

• Trump’s Greenland tariff threat is impacting futures, with Nasdaq seeing a sharp retreat at -1.12% despite the MLK holiday 1.
• Market pullbacks are inherent; minor catalysts trigger 2-3 times annually, major ones once.

• Cyclicals outperforming YTD is no coincidence, signaling a ‘Run it Hot’ shift. 1
• Market futures lack panic despite widespread X discussions on tariffs and Greenland; focus on Tuesday’s open. [10](https://x.