Morgan Stanley predicts 70,000 NVIDIA Rubin racks next year, driving 13% of total global NAND demand alone via KV-cache SSDs and ICMS 1.
📌 X Insight Update[x_fin] (2026/02/08 02:06)
Median stocks are quietly reaching new multi-year highs. 1
Historical $SPX seasonality from February into March shows a “Dip” in most years (2018, 2020, 2021, 2022, 2023, 2025), with exceptions in 2019 and 2024. [4](https://x.
📌 X Insight Update[x_fin] (2026/02/04 10:59)
I anticipate a 5% pullback in $SPY between now and March. This correction will feel amplified as high-beta retail names could plunge 3-4x the index’s decline. 1
📌 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] (2026/01/24 03:00)
China’s margin financing just breached its 2015 stock market bubble peak, now at a record $390 billion. This represents a near doubling since late 2024, driven by surging retail risk appetite 10.
📌 X Insight Update[x_fin] (2026/01/23 23:25)
Small caps (Russell 2000) have significantly outpaced large caps (S&P 500) by over 5% this month. Despite the S&P heading for a monthly all-time high, this setup historically signals further $SPX rallies, averaging 9.7% gains over the following 8 months [1](https://x.
📌 X Insight Update[x_fin] (2026/01/23 21:32)
AMD stock, after consolidating since November, saw a 15% rebound last week, driven by CPU price reports; target price now $308. 1
📌 X Insight Update[x_fin] (2026/01/23 10:20)
$TSLA Breakout Strategy: focuses on clear patterns and reclaiming the 21EMA after consolidation. 1
$META faces a battle between its Head and Shoulders technical pattern and its MOAT. [3](https://x.