$META is primed to gun for the $752 gap fill tomorrow, currently at $740. Building a $META position at $650 was a strong call, underscoring that quibbling over a 3% price difference for precise technicals often misses the bigger picture. [4](https://x.
Platinum and Brazilian equities, though distinct, are downstream expressions of a secular gold-driven cycle. Investment demands grasping second and third-order effects [7](https://x.
📌 X Insight Update[x_fin] (2026/01/29 02:01)
My $AIG trade shows follow-through; will book profits if it hits my level. Price over 10ema is key, best if it closes over. 1
Sold a rung of my $AVGO ladder for solid percentage gains; still own shares. [5](https://x.
📌 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] (2026/01/28 22:46)
The AI cycle remains nascent; $TSM crushed guidance by ~10% and $ASML nearly doubled expected bookings. This signals underestimated scale and staying power of AI capex. 引用3
📌 X Insight Update[x_fin] (2026/01/28 06:37)
Investors often exhibit “cult-like” adherence, extending to specific stocks and market narratives, despite self-perception of objectivity 1.
📌 X Insight Update[x_fin] (2026/01/28 04:38)
Operate a dedicated investment-spec-gamble account with smaller position sizing and wider stops, differing from the primary trade account. Maintain transparency by disclosing ownership of mentioned names 1.
📌 X Insight Update[x_fin] (2026/01/28 03:09)
$NVDA is breaking out, a familiar pattern re-emerging 引用[1].