ARKK
📌 X Insight Update[x_fin] (2026/02/05 12:17)
- $JPM saw a “beautiful bounce,” approaching $320. 引用[1]
- Market sentiment rapidly shifting; tech moved from “most-loved” to “least-favored,” ending easy money.
📌 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