JPMorgan Chase closing its silver short, combined with silver holding the 50-day SMA since May ‘25, sets up for a violent rally. 1
📌 X Insight Update[x_fin] (2026/01/30 12:26)
2026 IPOs are poised for an historic run: SpaceX expected at $1.5 trillion valuation, OpenAI at $1+ trillion, and Anthropic at $500 billion. Elon Musk is reportedly weighing a merger of SpaceX with Tesla/xAI [1](https://x.
📌 X Insight Update[x_fin] (2026/01/30 05:55)
$SPY, $QQQ shows resilience with an end-of-day ramp. 1
$USAR buying thesis: Buying at $22, after a 45% post-sell-the-news drop, is justified, contrasting with the ease of buying at $40 during FOMO 引用[1].
📌 X Insight Update[x_fin] (2026/01/29 20:56)
OpenAI stands as a significant driver for hyperscaler earnings; Microsoft disclosed 45% of its $625 billion future cloud contracts stem from OpenAI. 12
📌 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] (2026/01/29 00:13)
An equally weighted S&P 500 lagging the market cap weighted index does not signal a weak market. 1
Persistent bearishness during bull markets is a flawed strategy. 2
📌 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.