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.
📌 X Insight Update[x_fin] (2026/01/29 22:46)
The AI front-end deployment race is largely settled. Unstoppable demand drives innovation, despite limited access like Google’s Gemini in Chrome for US users only. 引用[1]
📌 X Insight Update[x_fin] (2026/01/29 07:55)
Gold’s recent +$1,000/oz surge in 28 days dwarfs its 5,600-year journey to the initial $1,000/oz mark in 2008, underscoring fiat currency vulnerability. Ref. 1
📌 X Insight Update[x_fin] (2026/01/29 06:45)
$META is primed to gun for the $752 gap fill tomorrow, currently at $740. Building a $META position at $650 was a strong call, underscoring that quibbling over a 3% price difference for precise technicals often misses the bigger picture. [4](https://x.
📌 X Insight Update[x_fin] (2026/01/29 00:13)
An equally weighted S&P 500 lagging the market cap weighted index does not signal a weak market. 1
Persistent bearishness during bull markets is a flawed strategy. 2
📌 X Insight Update[x_fin] (2026/01/28 22:46)
TSMC shows structural Gross Margin (GM) improvement, holding at 56%+; Hynix surpassed TSMC GM only thrice since 2002 (2017-18 and 2025 cycles). 2
📌 X Insight Update[x_fin] (2026/01/28 04:38)
Operate a dedicated investment-spec-gamble account with smaller position sizing and wider stops, differing from the primary trade account. Maintain transparency by disclosing ownership of mentioned names 1.
📌 X Insight Update[x_fin] (2026/01/27 00:48)
Microsoft ($MSFT) launched its Maia 200 AI inference chip, built on $TSM’s 3nm process, deploying in US Central data centers. This signifies Microsoft’s deeper vertical integration into the AI inference stack 引用[21].
📌 X Insight Update[x_fin] (2026/01/26 02:07)
The robust AI-driven semiconductor cycle is currently preventing a major US stock market sell-off. Both US and Hong Kong markets will likely continue their choppy, range-bound trading seen since October.