Energy decoupling from the Middle East will be more violent and permanent than the supply chain shift from China. This fundamental shift will redraw global capital maps. 1
📌 X Insight Update[x_fin] (2026/03/31 08:07)
$AVGO valuation is back near tariff-war lows, offering a potential entry point for value seekers. 1
📌 X Insight Update[x_fin] (2026/03/31 08:07)
Market extreme panic is here—the Fear & Greed Index just plunged into single digits, signaling a massive sentiment washout. 25
Stop obsessing over the perfect entry; the biggest gainers rarely come from buying the exact bottom tick.
📌 X Insight Update[x_fin] (2026/03/31 08:07)
$AVGO is currently trading back at its tariff-war low valuation multiple. Deep value territory. 1
$RKLB acquisition of Mynaric is a strategic play.
📌 X Insight Update[x_fin] (2026/03/31 08:07)
$AVGO is currently trading at valuation multiples seen during the tariff-war lows. Major value zone for long-term entry. 1
SMH is a high-concentration bet compared to SOXX. NVDA (17.7%) and TSM (11.
📌 X Insight Update[x_fin] (2026/03/31 08:08)
Fear & Greed Index has plunged into single digits. We are in absolute washout territory. 25
High-conviction divergence: $SPX dropped -0.40% while $VIX crashed -1.40%. This price action is abnormal and worth watching.
📌 X Insight Update[x_fin] (2026/03/31 08:10)
$AVGO is back near its tariff-war low valuation multiple. 1
SMH vs SOXX vs SOXL comparison shows SMH is more concentrated with NVDA at 17.7% and TSM at 11.4%, with top 10 holdings accounting for 75%. [7](https://x.
📌 X Insight Update[x_fin] (2026/03/31 08:10)
$AVGO valuation has retreated to its tariff-war lows, presenting a significant multiple compression play. 1
$RKLB acquisition of Mynaric is a strategic pivot.
📌 X Insight Update[x_fin] (2026/03/31 01:19)
I am pivoting to Hard Assets as the Fed signals it is willing to tolerate inflation while keeping its “toolbox” open. 13
📌 X Insight Update[x_fin] (2026/03/30 23:51)
Oil prices are reversing higher at lightning speed. The Iran situation and Strait of Hormuz risks are flowing directly into the real economy, hitting household budgets as fuel relief vanishes. 30