$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.
📌 X Insight Update[x_fin] (2026/02/06 05:56)
The small-cap Momentum Index is ripping this week, signaling broader market dynamics. Reference 1
The NYSE Advance-Decline closed at its highest level ever yesterday, a significant bullish signal. [Reference 2](https://x.
📌 X Insight Update[x_fin] (2026/02/06 03:36)
No need to nail the exact bottom or catch falling knives for big market gains. 1
Cutting a long-time loser, even if undervalued or at the lows, brings immense relief. 5
📌 X Insight Update[x_fin] (2026/02/06 03:36)
Big gains don’t require nailing the exact bottom or catching falling knives 1.
Cutting a long-time loser brings relief, even if it’s near a perceived bottom 5.
📌 X Insight Update[x_fin] (2026/02/05 12:01)
#BTC is due for a bounce; a relief rally is anticipated. 4
$BTC and $ETH are poised for a bounce at some point, even if just a Dead Cat Bounce. 9
📌 X Insight Update[x_fin] (2026/02/05 12:17)
$JPM saw a “beautiful bounce,” approaching $320. 引用[1]
Market sentiment rapidly shifting; tech moved from “most-loved” to “least-favored,” ending easy money.
📌 X Insight Update[x_fin] (2026/02/04 22:20)
Kratos Defense’s subsidiary, Kratos SRE, confirmed as a finalist in the US Department of Defense’s “Drone Dominance Program (DDP) Phase 1” for low-cost, expendable, one-way attack drones (Project “The Gauntlet”) 1.
📌 X Insight Update[x_fin] (2026/02/04 07:07)
Traders inched up stops on $UPS and $WMT as both names hit new highs, a strategy for protecting profits. 1
Maintaining varied stop-loss strategies across multiple positions is key to managing risk. [2](https://x.
📌 X Insight Update[x_fin] (2026/02/04 00:52)
AI financing remains ample, evidenced by Oracle’s $25bn debt sale. Despite this, a market bubble is anticipated to burst within 3-5 years, triggered by perceived safe debt running into trouble. 引用[1]
Every time a “Perma Bull” claims Bitcoin has bottomed, it consistently leads to a new low, observed with a 100% success rate over the last 6 months. [16](https://x.