SaaS and tech growth stocks like Sofi (-27%), Hood (-33%), PLTR (-27%), AMZN (-9%), and MSFT (-18%) have significantly underperformed YTD, contrasting with stable ETF portfolios such as SPY (0.65%), SPMO (0.4%), and QQQ (-0.24%) [1](https://x.
📌 X Insight Update[x_fin] (2026/02/25 09:50)
$AMD is embedding itself into Meta through a multi-generational deployment, signaling a deeper strategic partnership beyond simple sales 1.
📌 X Insight Update[x_fin] (2026/02/25 05:19)
The mean reversion trade is in question. $GLD is up 7 months straight, $SLV up 10 months, while $BTC is down 5 months and $ETH down 6 months. 1
Solar is a “win-win” sector.
📌 X Insight Update[x_fin] (2026/02/25 02:42)
S&P 500 Industrials forward P/E stands at 26.5X, matching 2021 levels and reaching 1.24X the index, a 30-year high, signaling potential overvaluation across metrics like EV/Forward EBITDA, Price-to-Sales, and Price-to-Book. 4
📌 X Insight Update[x_fin] (2026/02/24 12:52)
The Dow Jones Composite Average just hit another new all-time high this week, comprising all 65 companies from the Dow Industrial, Transports, and Utility Averages. 1
📌 X Insight Update[x_fin] (2026/02/24 13:05)
Tesla FSD 亟需语言指令控制功能，以提升车辆对复杂停车和导航场景的理解与执行效率。Elon Musk 确认此功能即将上线。 1
Tesla Model YL (6-seater) 已获准在澳大利亚销售，我个人认为其在空间、配置、实用性和驾驶舒适性上，是当前 Tesla 全系最佳车型，也是 Model 3 和 Model Y 中唯一配备 CDC 的车型。 [9](https://x.
$MU and $SNDK show consolidation; a breakout looks imminent. 2
$MSFT needs a bounce.
📌 X Insight Update[x_fin] (2026/02/21 04:05)
Holding cash allows me to capitalize on market fear and greed. 1
Certain indicators (like the implied one from prior discussion and the Dark Pool Index - DIX) are good for flagging market bottoms or short-term rebounds during sharp marke…
📌 X Insight Update[x_fin] (2026/02/19 21:39)
$SPX’s modest -3.7% dip from ATHs to its recent trough, followed by a bounce above its 50dma and near February’s green, implies a lack of significant bearish conviction. 1
📌 X Insight Update[x_fin] (2026/02/18 21:02)
Apparel Retail: A stark divergence persists among top apparel retailers. $LULU languishes near a 6-year low, while peers like $TJX, $ROST, and $BURL command all-time highs (ATHs) or near-ATHs. 1