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] (2026/02/05 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] (2026/02/05 07:44)
Never fight the market or try to catch a falling knife in the short term; wait for capitulation before engaging. 1
The “undervalued” argument is often a canard.
📌 X Insight Update[x_fin] (2026/02/04 10:59)
I anticipate a 5% pullback in $SPY between now and March. This correction will feel amplified as high-beta retail names could plunge 3-4x the index’s decline. 1
📌 X Insight Update[x_fin] (2026/02/04 05:29)
Market shows clear risk-off sentiment, with $XLP up +2% and $XLK down -2%, a pattern historically seen in the 2000-2001 dot-com bust and January 2025 before the Trump tariffs crash. 引用[1]
While $SPX is down only 1.
📌 X Insight Update[x_fin] (2026/02/04 00:52)
AI financing remains ample, evidenced by Oracle’s $25bn debt sale. Despite this, a market bubble is anticipated to burst within 3-5 years, triggered by perceived safe debt running into trouble. 引用[1]
📌 X Insight Update[x_fin] (2026/02/03 06:52)
$PLTR is executing, rivaling $NVDA in the AI bull market. 引用[2]
$PLTR secured $1.6B in new RPO contracts in 90 days. This platform is primed for agentic AI integration into enterprises. [引用[3]](https://x.
📌 X Insight Update[x_fin] (2026/02/02 08:52)
AMZN is strategically integrating its AI investments (Anthropic, OpenAI) with its compute infrastructure. Expect OpenAI to heavily leverage Amazon’s compute, mirroring the Anthropic deal 1.
📌 X Insight Update[x_fin] (2026/02/02 00:27)
SpaceX aims to scale AI compute in space. Up to 1M solar-powered orbital data centers are planned, leveraging Starship’s low launch costs and laser-linked satellites. [1](https://x.com/StockSavvyShay/status/2017952081014075459)
📌 X Insight Update[x_fin] (2026/01/31 10:32)
OpenAI and Nvidia ($NVDA) ~$100 billion deal talks hit a wall. Nvidia’s Jensen Huang has privately slammed OpenAI’s business strategy, showing skepticism due to perceived lack of discipline and mounting competition from Google and Anthropic.