Nasdaq ($QQQ) could rally +1200 points in two days, fueled by Amazon ($AMZN) and Google ($GOOG) exceeding estimates, with Apple ($AAPL) driving ongoing leadership. 3
🐻 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] (2026/02/01 00:49)
Google’s “Project Genie” and the rise of AI agents share a core logic: they kill off incumbents. This impacts gaming stocks like Roblox, Unity, TTWO, and triggers a killing spree in SaaS by enabling new virtual world interactions and disrupting to-B software.
📌 X Insight Update[x_fin] (2026/01/26 02:07)
The robust AI-driven semiconductor cycle is currently preventing a major US stock market sell-off. Both US and Hong Kong markets will likely continue their choppy, range-bound trading seen since October.
📌 X Insight Update[x_fin] (2026/01/21 04:37)
$INTC: Heavy call buying on April 60 and May 60 strikes since Christmas indicates strong bullish conviction 1.