$NVDA built an AI monopoly leveraging its GPU hardware (Hopper, Blackwell, Rubin roadmap) and software ecosystem (CUDA, TensorRT, Triton) 2.
📌 X Insight Update[x_fin] (2026/02/11 05:58)
Micron ($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] (2026/02/11 00:23)
$DIA new ATH signals blue chips and defensive plays are now in vogue. 引用[5]
Many stocks were unjustly lumped with software, leading to sell-offs; these winners will rip hard when sector sentiment broadly reverses. [引用[18]](https://x.
📌 X Insight Update[x_fin] (2026/02/10 08:14)
$SPY and $QQQ have been consolidating in historically tight ranges for 4-5 months, reflected by multi-year tight Bollinger Bands. A violent move is overdue. 4
📌 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] (2026/02/08 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] (2026/02/08 02:06)
Median stocks are quietly reaching new multi-year highs. 1
Historical $SPX seasonality from February into March shows a “Dip” in most years (2018, 2020, 2021, 2022, 2023, 2025), with exceptions in 2019 and 2024. [4](https://x.
📌 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] (2026/02/04 23:38)
NVIDIA CEO Jensen Huang dismisses fears of AI displacing software companies, calling the market’s concern “illogical” and predicting time will prove this thesis wrong. 引用[1]
📌 X Insight Update[x_fin] (2026/02/04 17:22)
🐻 Bears lack follow-through; no sustained sell-off after big red days in a long time 4.
🚀 Silver is set to break out; a 20% rally from the 70s will look trivial eventually [10](https://x.