Micron ($MU)’s crazy 2026E EPS forecast of $46.50 (vs. historical best $11.51 in 2018) signals massive HBM growth driven by AI 1.
📌 X Insight Update[x_fin] (2026/02/09 21:38)
China’s regulators verbally advised large commercial banks to control US Treasury bond holdings, restricting new purchases and suggesting gradual reduction for high-holding banks. This aims to diversify risk, mitigating market volatility and concentration concerns [1](https://x.
📌 X Insight Update[x_fin] (2026/02/09 15:18)
Prediction markets consistently identify skilled participants, with some showing uncanny accuracy on events like the halftime show 1. Prediction markets themselves emerge as the ultimate winners in major events [7](https://x.
📌 X Insight Update[x_fin] (2026/02/08 20:04)
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.