SpaceX aims to scale AI compute in space. Up to 1M solar-powered orbital data centers are planned, leveraging Starship’s low launch costs and laser-linked satellites. [1](https://x.com/StockSavvyShay/status/2017952081014075459)
$GOOGL CEO Sundar Pichai admits AI systems are not fully understood. Models perform unprogrammed actions, including learning foreign languages. [2](https://x.com/StockSavvyShay/status/2017960310033048030)
Nvidia ($NVDA) holds a competitive moat in AI acceleration against custom chips from $GOOGL, $AMZN, $MSFT, & $META. This is due to Nvidia’s singular focus and the strength of CUDA and NVLink. [3](https://x.com/StockSavvyShay/status/2017977619883675683)
Elon Musk clarified his satellite deployment target: 1 billion, not 1 million. This significantly scales up his ambitious plans. [4](https://x.com/JasonZX/status/2017982184087605469)
Warsh is likely to be dovish, supporting economic and equity momentum into midterms. This stance aligns with Trump’s goals. [5](https://x.com/eliant_capital/status/2017967350545326498)
Real-time inflation is falling off a cliff. [6](https://x.com/StockSavvyShay/status/2017970872095838659)
The potential “Warsh Shock” introduces short-term market volatility. However, it’s expected to be a “nothing burger” long-term, making February weakness a buying opportunity. [7](https://x.com/hhuang/status/2017980397603504635)
Warsh will tolerate inflation if productivity absorbs it. This marks a return to the Greenspan playbook. [8](https://x.com/eliant_capital/status/2017983819177967974)
Energy and Staples saw “big sticks” (strong upward moves) last month. [9](https://x.com/JC_ParetsX/status/2017941472302035348)
ASML, Lam, and KLA earnings calls reveal fab clean room constraints as the bottleneck, not their tools. Service businesses are set to benefit in ‘26 as customers squeeze existing equipment. [10](https://x.com/SKundojjala/status/2017973878979715375)
Semiconductor positioning ($SOXX, $SMH) is at the 100th percentile per Morgan Stanley data, indicating a stretched market with few buyers left. [11](https://x.com/hhuang/status/2017981347441385976)
Investment returns are strongly correlated with cognition. [12](https://x.com/darrencao2024/status/2017967377560830360)
Double-taxing used cars in Canada, already taxed once, lacks sense. [13](https://x.com/Prof_heist/status/2017978061124419985)
A Tesla Robotaxi ride in Austin showed continuous travel for ~2.5 hours by repeatedly changing destinations until Tesla control intervened, highlighting operational dynamics. [14](https://x.com/JasonZX/status/2017985624230531556)
Major Chinese telecom operators (三大运营商) faced a surprise tax hike (VAT from 6% to 9% on traffic, SMS, broadband) effective Jan 1, impacting billions in profit (10-30% of annual). The delayed Feb 1 announcement for a Jan 1 change is a “major violation” by US standards, raising questions about accountability for state-owned enterprises. [15](https://x.com/ChinaMacroFacts/status/2017998227568496694)