TSMC shows structural Gross Margin (GM) improvement, holding at 56%+; Hynix surpassed TSMC GM only thrice since 2002 (2017-18 and 2025 cycles). 2
📌 X Insight Update[x_fin] (2026/01/28 22:46)
The AI cycle remains nascent; $TSM crushed guidance by ~10% and $ASML nearly doubled expected bookings. This signals underestimated scale and staying power of AI capex. 引用3
📌 X Insight Update[x_fin] (2026/01/28 20:31)
$SPX saw an insane bounce, climbing from 4,800 to 7,000 in under 9 months3.
$QQQ just tagged a new ATH; it was long overdue 26.
📌 X Insight Update[x_fin] (2026/01/24 10:24)
Global copper consumption is ~30M tons/year, with recycling at only ~4M tons. This significant deficit implies high future demand, especially with ~3% GDP growth and ongoing electrification trends 1.
📌 X Insight Update[x_fin] (2026/01/22 21:39)
$AMD and $INTC decoupled from broader market weakness, signaling sector-specific tailwinds. 10
Fade today’s gap up in $SPY and $QQQ for an intraday gap fill attempt. [14](https://x.
📌 X Insight Update[x_fin] (2026/01/22 07:26)
Trump’s desire for a Fed Chair akin to 1990s Alan Greenspan implies a policy of early rate cuts and late hikes, letting risky assets run. This signals a BTFD environment; those without assets risk being left behind1.
📌 X Insight Update[x_fin] (2026/01/21 21:41)
The global order is undergoing a “rupture” rather than a mere “transition,” signaling a fundamental shift in international relations 4.