$NVDA built an AI monopoly leveraging its GPU hardware (Hopper, Blackwell, Rubin roadmap) and software ecosystem (CUDA, TensorRT, Triton) 2.
📌 X Insight Update[x_fin] (2026/02/17 19:01)
$SPX market psychology shows a split: historical seasonal strength (Nov-Feb) suggests a rally is possible, but broad awareness of this pattern casts doubt on its repetition 1.
📌 X Insight Update[x_fin] (2026/02/13 21:54)
Recursive self-improvement in AI is anticipated within 12 months. This aligns with comments from xAI co-founder Jimmy and technical documents from OpenAI’s GPT-5.3 Codex release on February 5. 1
$S&P 500 correlation is breaking down; many names pushing new highs while others sink to new lows. This divergence, last observed in September 2000, serves as a market warning 引用[1].
📌 X Insight Update[x_fin] (2026/02/06 08:21)
$AMZN CEO confirms AWS CapEx overwhelmingly targets AI infrastructure, fueling growth as demand outstrips capacity. AWS monetizes AI fast; Trainium is now a multi-billion-dollar business. 1
📌 X Insight Update[x_fin] (2026/02/06 03:36)
No need to nail the exact bottom or catch falling knives for big market gains. 1
Cutting a long-time loser, even if undervalued or at the lows, brings immense relief. 5
📌 X Insight Update[x_fin] (2026/02/06 03:36)
Big gains don’t require nailing the exact bottom or catching falling knives 1.
Cutting a long-time loser brings relief, even if it’s near a perceived bottom 5.
📌 X Insight Update[x_fin] (2026/01/31 00:52)
$DHR position closed for nearly $9/share; stock now back on the go-to list 1.