OpenAI stands as a significant driver for hyperscaler earnings; Microsoft disclosed 45% of its $625 billion future cloud contracts stem from OpenAI. 12
📌 X Insight Update[x_fin] (2026/01/28 22:46)
TSMC shows structural Gross Margin (GM) improvement, holding at 56%+; Hynix surpassed TSMC GM only thrice since 2002 (2017-18 and 2025 cycles). 2
📌 X Insight Update[x_fin] (2026/01/23 07:36)
Retail investors piled into the dip, buying +$1.8 billion of $SPY yesterday, marking the largest daily purchase since October and the 3rd-largest inflow since the April 2025 market recovery. 1
📌 X Insight Update[x_fin] (2026/01/22 23:01)
$SPX saw 14 out of the last 16 Fridays close green, with bears only managing one significant Friday drawdown. This suggests extreme bear weakness, a dire market condition. 1
The GS U.S.
📌 X Insight Update[x_fin] (2026/01/20 08:31)
Creator Economy’s TAM is poised for explosive growth, from $200B currently to potentially $1.4T in the next 8 years. Massive money incoming. 1
📌 X Insight Update[x_fin] (2026/01/19 12:02)
Cyclicals outperforming YTD is no coincidence, signaling a ‘Run it Hot’ shift. 1
Market futures lack panic despite widespread X discussions on tariffs and Greenland; focus on Tuesday’s open. [10](https://x.
📌 X Insight Update[x_fin] (2026/01/19 08:09)
$ETH is moving higher after a retest, with a triple bottom pattern signaling a $4,000+ target. $BTC sits at breakout support, forming a rounded bottom towards a $106k target. Both cryptos exhibit textbook price action. [1](https://x.