📌 X Insight Update[x_fin] (2026/06/03 22:46)
- $NVTS move is not just a headline pop. The real read-through is power delivery becoming the next AI-rack bottleneck. The new board sits inside the $NVDA AI Factory MGX ecosystem, converts **800V directly to the chip at 97.
📌 X Insight Update[x_fin] (2026/06/02 23:35)
- “Sell in May” is getting invalidated hard. The tape is strong enough that the seasonal bear case looks like a trap rather than a signal. 1
- **$SPX momentum is stretched but still dominant.