📌 X Insight Update[x_fin] (2026/06/05 08:14)
- $AVGO looks structurally locked into the AI infra capex cycle. The key edge is customer stickiness across multi-year roadmaps: $GOOGL has a long-term deal for future TPU generations and AI-rack networking through 2031, while $META has an initial MTIA commitment above 1GW.
📌 X Insight Update[x_fin] (2026/06/03 10:50)
- AI native application companies still have room to rise. Large model labs cannot swallow the entire stack. Legacy giants and AI outsourcing shops are structurally bad at changing their DNA.
📌 X Insight Update[x_fin] (2026/06/02 09:37)
- Equal-Weight S&P 500 lagging the cap-weighted S&P 500 is not automatically bearish. The cleaner read: Technology is leading. Historically, Tech is the sector most likely to lead in bull markets, so narrow leadership can still fit a bull-market tape. [1](https://x.