📌 X Insight Update[x_fin] (2026/07/03 01:19)
- $SPY looks capped for now. The key setup is whether this turns into an all-day drill that reverses next week, or just another messy NFP chop day that goes nowhere. 1
📌 X Insight Update[x_fin] (2026/07/02 00:20)
- $META ripped more than 11% after reports of a cloud infrastructure push to sell access to AI compute. The key read-through: investors may tolerate massive AI capex if there is a visible monetization path, similar to how the market reacted to $SPCX monetizing overflow compute.