$GOOGL Gemini’s deep embedding in leading SaaS workflows signals a positive industry trend, driving usage and productivity. AI demand remains supply-constrained, pushing multi-year capex and in-house solutions. 1
📌 X Insight Update[x_fin] (2026/02/05 05:18)
Nasdaq ($QQQ) could rally +1200 points in two days, fueled by Amazon ($AMZN) and Google ($GOOG) exceeding estimates, with Apple ($AAPL) driving ongoing leadership. 3
📌 X Insight Update[x_fin] (2026/02/05 02:24)
Being a growth investor means accepting sudden market risk-off flips without clear headlines. Big drawdowns naturally trigger panic, but avoid impulsive “doing something.” 1
📌 X Insight Update[x_fin] (2026/02/04 23:38)
NVIDIA CEO Jensen Huang dismisses fears of AI displacing software companies, calling the market’s concern “illogical” and predicting time will prove this thesis wrong. 引用[1]
📌 X Insight Update[x_fin] (2026/02/04 17:22)
🐻 Bears lack follow-through; no sustained sell-off after big red days in a long time 4.
🚀 Silver is set to break out; a 20% rally from the 70s will look trivial eventually [10](https://x.
📌 X Insight Update[x_fin] (2026/02/04 10:59)
I anticipate a 5% pullback in $SPY between now and March. This correction will feel amplified as high-beta retail names could plunge 3-4x the index’s decline. 1
Traders inched up stops on $UPS and $WMT as both names hit new highs, a strategy for protecting profits. 1
Maintaining varied stop-loss strategies across multiple positions is key to managing risk. [2](https://x.
📌 X Insight Update[x_fin] (2026/02/04 05:29)
Market shows clear risk-off sentiment, with $XLP up +2% and $XLK down -2%, a pattern historically seen in the 2000-2001 dot-com bust and January 2025 before the Trump tariffs crash. 引用[1]
While $SPX is down only 1.
📌 X Insight Update[x_fin] (2026/02/02 08:52)
AMZN is strategically integrating its AI investments (Anthropic, OpenAI) with its compute infrastructure. Expect OpenAI to heavily leverage Amazon’s compute, mirroring the Anthropic deal 1.