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] (2026/02/21 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] (2026/02/21 01:30)
Skepticism casts a shadow on AGI’s responsible development, noting human foibles despite powerful tech breakthroughs. 1
$GOOGL Cloud’s 48% growth stems directly from **Gemini 3.
📌 X Insight Update[x_fin] (2026/02/18 22:03)
The core objective is to sell stocks at higher prices than bought, not merely to acquire “good companies”; this distinction is critical for trading success 1.
📌 X Insight Update[x_fin] (2026/02/10 03:49)
$MSFT daily chart shows a bounce off recent lows with a confirmed stick today. A small gap in the 422 area is the first resistance level on my radar. 1
$CEG daily chart shows follow-through from a confirmed reversal.
📌 X Insight Update[x_fin] (2026/02/09 07:45)
A Fed–Treasury accord would usher in predictable issuance, less repo stress, and fewer policy shocks, resulting in lower term premium and easier financial conditions, which are generally asset-supportive 13.
Platinum and Brazilian equities, though distinct, are downstream expressions of a secular gold-driven cycle. Investment demands grasping second and third-order effects [7](https://x.
📌 X Insight Update[x_fin] (2026/01/28 06:37)
Investors often exhibit “cult-like” adherence, extending to specific stocks and market narratives, despite self-perception of objectivity 1.
📌 X Insight Update[x_fin] (2026/01/27 00:48)
Microsoft ($MSFT) launched its Maia 200 AI inference chip, built on $TSM’s 3nm process, deploying in US Central data centers. This signifies Microsoft’s deeper vertical integration into the AI inference stack 引用[21].
📌 X Insight Update[x_fin] (2026/01/26 22:59)
$CRWV is riding significant AI tailwinds. $NVDA’s $2B investment in $CRWV to build 5+ GW of AI factories by 2030, alongside surging H100 rental prices post-Claude Opus 4.5, signals a tightening GPU supply from agentic demand [2].