📌 X Insight Update[x_fin] (2026/06/30 13:16)
- Zhipu may have crossed a key coding-capability threshold. Once code accuracy gets good enough, model self-distillation starts to kick in, improving code correctness and generalization in a compounding loop. The remaining question is how much of this edge is proprietary know-how.
📌 X Insight Update[x_fin] (2026/06/12 08:33)
- $ADBE is trading in after-hours at levels not seen since February 18th 2018. The read-through is brutal: long-term shareholder value has been destroyed, not just temporarily marked down. 1
📌 X Insight Update[x_fin] (2026/06/10 09:17)
- $SPX bull case is back on the tape: the correction is called over, froth has been washed out, hedges are already crowded, and the next upside target is 8,000. The punchline: even a former perma-bear is flipping risk-on. 1