Median stocks are quietly reaching new multi-year highs. 1
Historical $SPX seasonality from February into March shows a “Dip” in most years (2018, 2020, 2021, 2022, 2023, 2025), with exceptions in 2019 and 2024. [4](https://x.
📌 X Insight Update[x_fin] (2026/02/05 10:37)
$GOOGL Gemini’s deep embedding in leading SaaS workflows signals a positive industry trend, driving usage and productivity. AI demand remains supply-constrained, pushing multi-year capex and in-house solutions. 1
📌 X Insight Update[x_fin] (2026/02/04 23:38)
NVIDIA CEO Jensen Huang dismisses fears of AI displacing software companies, calling the market’s concern “illogical” and predicting time will prove this thesis wrong. 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] (2026/01/29 23:44)
Not unreasonable to assign a 25% probability to hyperinflation, driven by extraordinary dollar destruction. 1
Iran’s live-fire naval drills in the Strait of Hormuz signal continued strength for $GLD. [2](https://x.