FinTwit sentiment shows extreme polarization, swinging between “mega crash” and “perma bull” narratives. A “weird environment” reigns. 1
Portfolio took one of the worst hits in years, yet no clear headline explained the broad sell-off.
📌 X Insight Update[x_fin] (2026/02/05 12:17)
$JPM saw a “beautiful bounce,” approaching $320. 引用[1]
Market sentiment rapidly shifting; tech moved from “most-loved” to “least-favored,” ending easy money.
📌 X Insight Update[x_fin] (2026/02/05 10:37)
$GOOGL Gemini’s deep embedding in leading SaaS workflows signals a positive industry trend, driving usage and productivity. AI demand remains supply-constrained, pushing multi-year capex and in-house solutions. 1
📌 X Insight Update[x_fin] (2026/02/05 07:44)
Never fight the market or try to catch a falling knife in the short term; wait for capitulation before engaging. 1
The “undervalued” argument is often a canard.
📌 X Insight Update[x_fin] (2026/02/05 05:18)
Nasdaq ($QQQ) could rally +1200 points in two days, fueled by Amazon ($AMZN) and Google ($GOOG) exceeding estimates, with Apple ($AAPL) driving ongoing leadership. 3
📌 X Insight Update[x_fin] (2026/02/04 05:29)
Market shows clear risk-off sentiment, with $XLP up +2% and $XLK down -2%, a pattern historically seen in the 2000-2001 dot-com bust and January 2025 before the Trump tariffs crash. 引用[1]
Every time a “Perma Bull” claims Bitcoin has bottomed, it consistently leads to a new low, observed with a 100% success rate over the last 6 months. [16](https://x.
📌 X Insight Update[x_fin] (2026/02/02 13:36)
Insider selling is flashing red. The ratio of sellers to buyers hit 4.8 in January, a level not seen since February 2021 and the second highest since 2020. This signals caution. 1
📌 X Insight Update[x_fin] (2026/02/02 11:29)
Potential Fed Chair Walker’s policy roadmap faces stiff headwinds from political friction, market forces, and internal Fed dynamics. Focus on what’s actionable, not just desired. 引用[1]
📌 X Insight Update[x_fin] (2026/02/02 00:27)
SpaceX aims to scale AI compute in space. Up to 1M solar-powered orbital data centers are planned, leveraging Starship’s low launch costs and laser-linked satellites. [1](https://x.com/StockSavvyShay/status/2017952081014075459)