📌 X Insight Update[x_fin] (2026/06/28 12:19)
- Mega-cap tech looks cheap but remains a poor short-term hold. NVIDIA, Google, and Microsoft are already near historical low valuations, but the tape is chasing AI infrastructure bottlenecks instead — memory and optical modules.
📌 X Insight Update[x_fin] (2026/06/07 23:56)
- $SPX: A real correction, almost bear-market-style drawdown, still looks more likely later in Q3. Friday’s selloff was ugly, but not the starting gun yet. 1