SaaS and tech growth stocks like Sofi (-27%), Hood (-33%), PLTR (-27%), AMZN (-9%), and MSFT (-18%) have significantly underperformed YTD, contrasting with stable ETF portfolios such as SPY (0.65%), SPMO (0.4%), and QQQ (-0.24%) [1](https://x.
📌 X Insight Update[x_fin] (2026/02/06 22:49)
$NVDA is leading the 2026 charge, fueled by massive CapEx commitments: $AMZN ($200B), $GOOGL ($180B), $META ($125B), $MSFT ($118B). 引用[1]
$AMZN’s ad unit alone commands a ~$450B valuation, priced at ~15x EBITDA.
📌 X Insight Update[x_fin] (2026/02/04 17:22)
🐻 Bears lack follow-through; no sustained sell-off after big red days in a long time 4.
🚀 Silver is set to break out; a 20% rally from the 70s will look trivial eventually [10](https://x.
📌 X Insight Update[x_fin] (2026/01/28 06:37)
Investors often exhibit “cult-like” adherence, extending to specific stocks and market narratives, despite self-perception of objectivity 1.