Big gains don’t require nailing the exact bottom or catching falling knives 1.
Cutting a long-time loser brings relief, even if it’s near a perceived bottom 5.
📌 X Insight Update[x_fin] (2026/02/06 01:02)
$SPY faces a predicted 5% pullback between now and March; it’s not a catastrophic crash, but market fear could amplify its perception. 2
VIX futures are curling up, with spot higher than 1-month futures.
📌 X Insight Update[x_fin] (2026/02/05 19:30)
FinTwit sentiment shows extreme polarization, swinging between “mega crash” and “perma bull” narratives. A “weird environment” reigns. 1
Portfolio took one of the worst hits in years, yet no clear headline explained the broad sell-off.
📌 X Insight Update[x_fin] (2026/02/05 07:44)
Never fight the market or try to catch a falling knife in the short term; wait for capitulation before engaging. 1
The “undervalued” argument is often a canard.
📌 X Insight Update[x_fin] (2026/02/05 05:18)
Nasdaq ($QQQ) could rally +1200 points in two days, fueled by Amazon ($AMZN) and Google ($GOOG) exceeding estimates, with Apple ($AAPL) driving ongoing leadership. 3
📌 X Insight Update[x_fin] (2026/02/05 02:24)
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
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 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]
Every time a “Perma Bull” claims Bitcoin has bottomed, it consistently leads to a new low, observed with a 100% success rate over the last 6 months. [16](https://x.