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 05:29)
Market shows clear risk-off sentiment, with $XLP up +2% and $XLK down -2%, a pattern historically seen in the 2000-2001 dot-com bust and January 2025 before the Trump tariffs crash. 引用[1]
While $SPX is down only 1.
📌 X Insight Update[x_fin] (2026/02/04 03:03)
Uranium is poised for a breakout; failing to recognize this now means chasing later 引用[1].
📌 X Insight Update[x_fin] (2026/02/03 11:32)
Tone implies speaker’s awareness of inevitable failure, words lack conviction 1.
Constantly redrawing support after a break shifts from risk management to managing hope.
📌 X Insight Update[x_fin] (2026/02/03 09:08)
$TER delivered a monster quarter, soaring from $181 to $297 with strong guidance. Expect Advantest $ATEYY to trade up in sympathy; prior research from Dec 2nd supports this call. 1
📌 X Insight Update[x_fin] (2026/02/02 23:08)
Market sentiment feels reset, back to square one 引用[1].
Equally-weighted S&P500 just notched another all-time high monthly close. January’s 3.
📌 X Insight Update[x_fin] (2026/02/02 11:29)
Potential Fed Chair Walker’s policy roadmap faces stiff headwinds from political friction, market forces, and internal Fed dynamics. Focus on what’s actionable, not just desired. 引用[1]
The wealth divide manifests in inflation; lower-income US households (bottom 40%) face higher annual inflation rates of ~3.1% compared to middle and top earners, per new Fed data.
📌 X Insight Update[x_fin] (2026/01/31 02:15)
Despite past “dips” for $PLTR at $200 and $HOOD at $140, where “it won’t dip lower” was the prevailing thought, the risk-to-reward has quietly shifted for buyers. 引用[1]
📌 X Insight Update[x_fin] (2026/01/30 05:55)
$SPY, $QQQ shows resilience with an end-of-day ramp. 1