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📌 X Insight Update[x_fin] (2026/06/20 22:02)

2026-06-20 22:55

  • $SPX has had only 7 red years on a total-return basis since 1981, an 85% win rate across 45 samples. The odd part: 6 of those 7 red years landed in even years. Seasonality still leans bullish long term, but even-year risk keeps showing up in the tape. [1](https://x.

📌 X Insight Update[x_fin] (2026/06/03 14:22)

2026-06-03 14:35

📌 X Insight Update[x_fin] (2026/06/03 10:50)

2026-06-03 12:35

  • AI native application companies still have room to rise. Large model labs cannot swallow the entire stack. Legacy giants and AI outsourcing shops are structurally bad at changing their DNA.

📌 X Insight Update[x_fin] (2026/06/01 05:15)

2026-06-01 05:39

  • A call for the S&P 500 to drop 50%-75% gets treated as an extreme bear-case with a weak evidence base. The key challenge: show when the S&P 500 last fell 75%, and what signals make that kind of tail-risk credible this year.