📌 X Insight Update[x_fin] (2026/07/02 00:20)
- $META ripped more than 11% after reports of a cloud infrastructure push to sell access to AI compute. The key read-through: investors may tolerate massive AI capex if there is a visible monetization path, similar to how the market reacted to $SPCX monetizing overflow compute.
📌 X Insight Update[x_fin] (2026/06/29 13:31)
- HDV looks like the stronger defensive sleeve versus SCHD in bear markets and bigger pullbacks. Backtests suggest HDV has a higher probability of outperforming SCHD and the S&P 500.