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AI Trade Rotates From Semis to Software as Nvidia Tests Support
2026-07-28 03:27
- SpaceX Starship got a real tailwind: the FAA confirmed no mishap investigation is needed after Flight 13. But that is not a free pass for Flight 14. If the next mission targets orbit and tries a “chopsticks” catch of Starship, it becomes a new high-risk profile.
📌 X Insight Update[x_fin] (2026/07/16 20:46)
2026-07-16 21:07
- NYSE Advance-Decline Line just closed at another all-time high. Breadth is still confirming risk appetite, not breaking down. Calling that bearish is a stretch. 1
- $QQQ looks at risk of closing red this month.
📌 X Insight Update[x_fin] (2026/07/15 21:55)
2026-07-15 22:19
- Rate-cut tape stays in control. U.S. June PPI came in cold across the board: PPI YoY 5.5% vs 6.2% expected, prior revised from 6.50% to 6%; PPI MoM -0.3% vs 0% expected, prior revised from 1.10% to 0.6%. Core PPI YoY 4.7% vs 5.2% expected, prior revised from **4.90% to 4.
📌 X Insight Update[x_fin] (2026/07/09 20:39)
2026-07-09 21:42
- Meta / Zuckerberg bear case looks overstated. The core business is still a cash machine: revenue growth at 26% YoY, 81% gross margin, and 33% net margin.
📌 X Insight Update[x_fin] (2026/07/06 10:25)
2026-07-06 12:00
- U.S. equities are likely heading into a choppy second half. The key driver is uncertainty, not simply good or bad news. The market can price good news and tolerate bad news, but hates unclear policy paths. With the midterm elections in play, large swings look almost unavoidable.