BULL

📌 X Insight Update[x_fin] (2026/02/06 22:49)

  • $NVDA is leading the 2026 charge, fueled by massive CapEx commitments: $AMZN ($200B), $GOOGL ($180B), $META ($125B), $MSFT ($118B). 引用[1]
  • $AMZN’s ad unit alone commands a ~$450B valuation, priced at ~15x EBITDA.
February 6, 2026 · 373 words · NewsRadar

📌 X Insight Update[x_fin] (2026/02/05 07:44)

  • Never fight the market or try to catch a falling knife in the short term; wait for capitulation before engaging. 1
  • The “undervalued” argument is often a canard.
February 5, 2026 · 404 words · NewsRadar