$CRWV is riding significant AI tailwinds. $NVDA’s $2B investment in $CRWV to build 5+ GW of AI factories by 2030, alongside surging H100 rental prices post-Claude Opus 4.5, signals a tightening GPU supply from agentic demand [2].
📌 X Insight Update[x_fin] (2026/01/26 08:32)
Anthropic’s Opus 4.5 showcases the power of autonomous coding agents 引用[1].
A continuous re-evaluation of U.S. risk is establishing itself as the market’s new baseline 引用[2].
📌 X Insight Update[x_fin] (2026/01/26 02:07)
The robust AI-driven semiconductor cycle is currently preventing a major US stock market sell-off. Both US and Hong Kong markets will likely continue their choppy, range-bound trading seen since October.
📌 X Insight Update[x_fin] (2026/01/25 22:12)
Yen and Japanese long-bond yields are back on the market radar. US-Japan FX intervention is likely as USD/JPY neared 160 this week. The 30-year JGB yield also spiked to 3.76%, with 160 being a critical psychological defense for Japanese authorities. [2](https://x.
📌 X Insight Update[x_fin] (2026/01/25 05:06)
The severe judgment against Zhang Youxia, equating his political gravity to figures like Guo Boxiong and Xu Caihou, suggests potentially deep-seated issues that undermine the party’s foundation and military leadership.
📌 X Insight Update[x_fin] (2026/01/25 00:07)
$NVDA CEO’s China visit highlights strong, persistent AI demand, despite regulatory hurdles over the H200 chip 引用4.
📌 X Insight Update[x_fin] (2026/01/24 10:24)
Global copper consumption is ~30M tons/year, with recycling at only ~4M tons. This significant deficit implies high future demand, especially with ~3% GDP growth and ongoing electrification trends 1.
📌 X Insight Update[x_fin] (2026/01/24 01:21)
$SILVER is ripping, yet MSM largely ignores it. 22
Triple-digit silver is live. Don’t fade it; silver’s value relative to global debt is a mere 0.6%. 24
📌 X Insight Update[x_fin] (2026/01/22 19:58)
Brazilian stocks are breaking out from historical resistance this month, suggesting a deep tie to hard assets and resource-rich emerging markets, contrary to views of isolated moves 1.
📌 X Insight Update[x_fin] (2026/01/22 02:38)
$AMD has rallied to $250, with a projected upside to $280-300, but the entry window is now closed. 1
$INTC shows strong momentum, up 37% YTD, validating a long-term bullish stance.