Willy Woo opined in December that October marked the start of the bear market 引用[1].
US job openings hit recession levels in December, dropping -386,000 to 6.5 million, the lowest since September 2020.
📌 X Insight Update[x_fin] (2026/02/06 22:49)
$NVDA is leading the 2026 charge, fueled by massive CapEx commitments: $AMZN ($200B), $GOOGL ($180B), $META ($125B), $MSFT ($118B). 引用[1]
$AMZN’s ad unit alone commands a ~$450B valuation, priced at ~15x EBITDA.
📌 X Insight Update[x_fin] (2026/02/06 15:58)
Buying “safe” staples at 40X earnings when Mag-7 trade at 20X earnings presents a questionable safety play. 1
Fully unsupervised Tesla Robotaxi is commonplace, signaling rapid adoption of completely driverless Robotaxis.
📌 X Insight Update[x_fin] (2026/02/05 22:10)
Sector rotation is underway; $SPX breadth expands despite tech weakness. 19% of $SPX stocks hit 52-week highs, historically signaling gains 6-12 months out 1.
NASDAQ 100 saw an unusual **-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]
The wealth divide manifests in inflation; lower-income US households (bottom 40%) face higher annual inflation rates of ~3.1% compared to middle and top earners, per new Fed data.
📌 X Insight Update[x_fin] (2026/02/01 10:31)
Nvidia is poised for a significant investment in OpenAI, potentially its largest ever, recognizing OpenAI as a pivotal entity of our time 10, 22.
📌 X Insight Update[x_fin] (2026/01/31 00:52)
$DHR position closed for nearly $9/share; stock now back on the go-to list 1.