$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 07:51)
The Hindenburg Omen signals are flashing, a third in two weeks, suggesting a dangerous cluster. 🚨 4
$VIX is screaming, up 9 of the last 10 days, closing at 2.5-month highs. The Friday action will be telling. [5](https://x.
📌 X Insight Update[x_fin] (2026/02/05 07:44)
Never fight the market or try to catch a falling knife in the short term; wait for capitulation before engaging. 1
The “undervalued” argument is often a canard.
📌 X Insight Update[x_fin] (2026/02/04 23:38)
NVIDIA CEO Jensen Huang dismisses fears of AI displacing software companies, calling the market’s concern “illogical” and predicting time will prove this thesis wrong. 引用[1]
📌 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 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.