Nvidia’s market cap surged by $150 Billion post-earnings, underscoring its unparalleled impact 11.
Nvidia continues to deliver astounding quarterly results, dominating the current market narrative [12](https://x.
📌 X Insight Update[x_fin] (2026/02/26 05:34)
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] (2026/02/20 01:45)
Geopolitical conflict, despite societal impact, typically acts as a market tailwind. Significant dips from tensions, like with Iran, present strong buy-the-dip opportunities, aligning with historical market reactions. 1
China’s regulators verbally advised large commercial banks to control US Treasury bond holdings, restricting new purchases and suggesting gradual reduction for high-holding banks. This aims to diversify risk, mitigating market volatility and concentration concerns [1](https://x.
📌 X Insight Update[x_fin] (2026/02/08 02:06)
Median stocks are quietly reaching new multi-year highs. 1
Historical $SPX seasonality from February into March shows a “Dip” in most years (2018, 2020, 2021, 2022, 2023, 2025), with exceptions in 2019 and 2024. [4](https://x.
📌 X Insight Update[x_fin] (2026/02/04 23:38)
NVIDIA CEO Jensen Huang dismisses fears of AI displacing software companies, calling the market’s concern “illogical” and predicting time will prove this thesis wrong. 引用[1]
📌 X Insight Update[x_fin] (2026/02/04 17:22)
🐻 Bears lack follow-through; no sustained sell-off after big red days in a long time 4.
🚀 Silver is set to break out; a 20% rally from the 70s will look trivial eventually [10](https://x.
📌 X Insight Update[x_fin] (2026/01/29 23:44)
Not unreasonable to assign a 25% probability to hyperinflation, driven by extraordinary dollar destruction. 1
Iran’s live-fire naval drills in the Strait of Hormuz signal continued strength for $GLD. [2](https://x.
📌 X Insight Update[x_fin] (2026/01/19 22:24)
Despite the MLK Day holiday, US major companies on Frankfurt’s exchange are already feeling the pinch from Greenland tariffs, with $MSFT down -2.3%, $GOOGL-2.3%, $NVDA-2%, $TSLA-1.8%, $CRM-2.75%, and $UNH-2.34% [引用[3]](https://x.