$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] (2026/02/05 10:37)
$GOOGL Gemini’s deep embedding in leading SaaS workflows signals a positive industry trend, driving usage and productivity. AI demand remains supply-constrained, pushing multi-year capex and in-house solutions. 1
📌 X Insight Update[x_fin] (2026/02/03 20:19)
$TLT kicked off 2026 red for the 6th straight year; looks like a GFC-level event might be needed to spark a rebound. 1
After a -40% liquidation, violent selloffs reset sentiment but don’t fast-track bull markets.
📌 X Insight Update[x_fin] (2026/02/03 04:51)
Natural gas saw an unexpected, “supernatural” rally. 1
Bought the Silver dip today, anticipating a strong rally. 2
📌 X Insight Update[x_fin] (2026/02/02 13:36)
Insider selling is flashing red. The ratio of sellers to buyers hit 4.8 in January, a level not seen since February 2021 and the second highest since 2020. This signals caution. 1
📌 X Insight Update[x_fin] (2026/02/02 00:27)
SpaceX aims to scale AI compute in space. Up to 1M solar-powered orbital data centers are planned, leveraging Starship’s low launch costs and laser-linked satellites. [1](https://x.com/StockSavvyShay/status/2017952081014075459)
📌 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] (2026/01/31 00:52)
$DHR position closed for nearly $9/share; stock now back on the go-to list 1.
Microsoft ($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] (2026/01/25 22:12)
Yen and Japanese long-bond yields are back on the market radar. US-Japan FX intervention is likely as USD/JPY neared 160 this week. The 30-year JGB yield also spiked to 3.76%, with 160 being a critical psychological defense for Japanese authorities. [2](https://x.