📌 X Insight Update[x_fin] (2026/04/06 21:11)

  • $ASML 的 EUV 光刻机正在成为三大存储芯片巨头扩产竞赛中的争夺焦点。我从去年十月就开始呼吁 DRAM 将面临严重供给短缺,这个逻辑正在逐步兑现。 1
  • 三星电子 已为 P5 工厂订购约 20 台 EUV 设备,首批洁净室将于明年完工。 2
April 7, 2026 · 174 words · NewsRadar

📌 X Insight Update[x_fin] (2026/04/04 12:57)

  • 回顾历史,4月行情分化明显:过去4个4月里有3次下跌,平均回报 -3%;但再往前推9个4月全部收涨,平均回报 +3%。今年4月怎么走,得打起精神看。1
  • 别总想着抄最底的那个点。标普杀 10% 就买,杀 20% 加仓,杀 30% 继续买。过去几十年最后悔的事,就是把精力花在猜底上,不如直接分批干。2
April 4, 2026 · 72 words · NewsRadar

📌 X Insight Update[x_fin] (2026/04/03 05:02)

  • Market shrugging off bad news is a major tell. When indices gap down on headlines (tariffs, Iran closing Strait of Hormuz) yet close green, that’s notable. NASDAQ’s action post-Trump press conference is a case in point. 1
April 3, 2026 · 284 words · NewsRadar

📌 X Insight Update[x_fin] (2026/04/02 10:14)

  • $QQQ and the Nasdaq are running into heavy overhead. I am tracking a rejection at the 21 EMA and previous breakdown levels; the odds favor the bears unless we can reclaim this resistance 1.
April 2, 2026 · 280 words · NewsRadar

📌 X Insight Update[x_fin] (2026/04/02 01:38)

  • Stocks and Energy have replaced the traditional 60/40 portfolio model in the post-Covid era. 4
  • Running a 40% Tech + 10% Gold allocation.
April 2, 2026 · 348 words · NewsRadar

📌 X Insight Update[x_fin] (2026/04/01 05:52)

  • Current rally classified as a bounce within a downtrend, similar to pullbacks in uptrends. Need to reclaim 10/20/50/200 day moving averages on indices for sustained recovery. 引用[1]
April 1, 2026 · 367 words · NewsRadar

📌 X Insight Update[x_fin] (2026/04/01 05:57)

  • I’m calling the current move to 6550-6600 a sucker rally. My playbook involves a rounded top leading to a breakdown, followed by a brief bounce and then a final leg down 1.
  • The Nasdaq move to 574 confirms we’re winning today.
April 1, 2026 · 226 words · NewsRadar

📌 X Insight Update[x_fin] (2026/03/31 08:07)

  • $AVGO valuation is back near tariff-war lows, offering a potential entry point for value seekers. 1
March 31, 2026 · 312 words · NewsRadar

📌 X Insight Update[x_fin] (2026/03/31 08:07)

  • Market extreme panic is here—the Fear & Greed Index just plunged into single digits, signaling a massive sentiment washout. 25
  • Stop obsessing over the perfect entry; the biggest gainers rarely come from buying the exact bottom tick.
March 31, 2026 · 368 words · NewsRadar

📌 X Insight Update[x_fin] (2026/03/31 08:08)

  • Fear & Greed Index has plunged into single digits. We are in absolute washout territory. 25
  • High-conviction divergence: $SPX dropped -0.40% while $VIX crashed -1.40%. This price action is abnormal and worth watching.
March 31, 2026 · 336 words · NewsRadar