Being a growth investor means accepting sudden market risk-off flips without clear headlines. Big drawdowns naturally trigger panic, but avoid impulsive “doing something.” 1
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 22:20)
Kratos Defense’s subsidiary, Kratos SRE, confirmed as a finalist in the US Department of Defense’s “Drone Dominance Program (DDP) Phase 1” for low-cost, expendable, one-way attack drones (Project “The Gauntlet”) 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.
📌 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] (2026/02/03 22:54)
$UBS is criticized for a self-serving strategy: heavily promoting private credit for three years to collect commissions, then advising clients to exit and reinvest, generating double commissions. 1
📌 X Insight Update[x_fin] (2026/02/03 20:19)
$TLT kicked off 2026 red for the 6th straight year; looks like a GFC-level event might be needed to spark a rebound. 1
After a -40% liquidation, violent selloffs reset sentiment but don’t fast-track bull markets.
📌 X Insight Update[x_fin] (2026/02/03 11:32)
Tone implies speaker’s awareness of inevitable failure, words lack conviction 1.
Constantly redrawing support after a break shifts from risk management to managing hope.