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📌 X Insight Update[x_fin] (2026/07/28 07:13)

2026-07-28 07:27

  • Earnings reactions are the underrated tell for market health. Heavy hitters like $TSM, $ASML, $TSLA, $ISRG, $NOW, $GOOGL, $TXN, $INTC have reported, but none of those prints got bought. Until good reports start seeing real bid, the tape still looks fragile. [1](https://x.
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📌 X Insight Update[x_fin] (2026/07/18 00:15)

2026-07-18 02:22

  • Kimi-K3 sharpens the key AI takeaway: massive capex does not guarantee durable technical leadership. A 300-person startup can suddenly close the model-capability gap.
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Meta Compute-Capacity Sale Sparks Semiconductor Selloff

2026-07-17 20:22

  • The current U.S. equity deleveraging likely started with the July 1 report that Meta was selling compute capacity. The market read it as a potential “compute oversupply” signal. That hit semis first: U.S.
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📌 X Insight Update[x_fin] (2026/07/14 23:49)

2026-07-15 01:43

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