$JPM saw a “beautiful bounce,” approaching $320. 引用[1]
Market sentiment rapidly shifting; tech moved from “most-loved” to “least-favored,” ending easy money.
📌 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] (2026/02/04 22:20)
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 10:59)
I anticipate a 5% pullback in $SPY between now and March. This correction will feel amplified as high-beta retail names could plunge 3-4x the index’s decline. 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]
📌 X Insight Update[x_fin] (2026/02/03 22:54)
$UBS is criticized for a self-serving strategy: heavily promoting private credit for three years to collect commissions, then advising clients to exit and reinvest, generating double commissions. 1
📌 X Insight Update[x_fin] (2026/02/03 11:32)
Tone implies speaker’s awareness of inevitable failure, words lack conviction 1.
Constantly redrawing support after a break shifts from risk management to managing hope.
📌 X Insight Update[x_fin] (2026/01/31 16:33)
NVIDIA eyes Google for investment, seeing it as the last major frontier lab outside its orbit. However, Google has no incentive to accept such a deal 1.
📌 X Insight Update[x_fin] (2026/01/31 04:15)
Silver saw a 25% sell-off, but a snapback rally is anticipated. 1
The gold and silver markets exhibited a textbook blow-off top today. 13
📌 X Insight Update[x_fin] (2026/01/31 02:15)
Despite past “dips” for $PLTR at $200 and $HOOD at $140, where “it won’t dip lower” was the prevailing thought, the risk-to-reward has quietly shifted for buyers. 引用[1]