$MSFT: Despite a 30%+ correction from highs due to the “software doomsday” narrative and geopolitical hedging, the fundamental thesis remains intact, making current levels around $370 an attractive entry point. 1
📌 X Insight Update[x_fin] (2026/02/25 23:24)
AI-generated code relies entirely on accumulated technical legacies (libraries, frameworks); it doesn’t innovate or create new foundations, hinting at a “ceiling” for novel software creation. 4
Meta AI saw ~23M visits in January.
📌 X Insight Update[x_fin] (2026/01/22 19:58)
Brazilian stocks are breaking out from historical resistance this month, suggesting a deep tie to hard assets and resource-rich emerging markets, contrary to views of isolated moves 1.