📌 X Insight Update[x_fin] (2026/06/30 07:50)
- Nvidia Rubin Ultra may fail to build a real edge over AMD MI500. The key read: next-gen GPU leadership is not locked in, and the competitive gap could compress faster than the market expects. 1
📌 X Insight Update[x_fin] (2026/05/30 09:21)
- Software may have been panic-dumped too aggressively this cycle. There will be losers, but the winners can still print monster gains, similar to what already happened in AI infrastructure and hardware.
📌 X Insight Update[x_fin] (2026/05/17 05:30)
- Equity euphoria still does not look truly stretched. Goldman’s equity sentiment indicator remains below prior peaks that marked real blow-off conditions, which pushes back on the idea that the market is already in full mania mode. 1