📌 X Insight Update[x_fin] (2026/06/30 04:49)
- $IBM is showing constructive action: a clean lift into the 21ma daily, a test back toward the 200ma daily, and a tail off that level. Position still being held. 1
📌 X Insight Update[x_fin] (2026/06/30 04:49)
- $IBM looks constructive after lifting into the 21ma daily, retesting the 200ma daily, and tailing back up. The setup still supports holding the position. 1
📌 X Insight Update[x_fin] (2026/06/30 00:24)
- Expansion-equipment vendors look like the higher-beta AI capex play. GPU, photonics, storage, and CPU vendors eat hyperscaler capex; expansion-equipment suppliers then eat the capex of those component makers.