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📌 X Insight Update[x_fin] (2026/07/04 22:15)
2026-07-05 00:02
- Chinese open-source AI is not staying truly open. Even local “open-source” players are raising prices or moving toward more closed models. The cheap-token dumping phase in China likely has already bottomed. 1
📌 X Insight Update[x_fin] (2026/06/20 23:21)
2026-06-21 00:53
- Retail is no longer just exit liquidity. The edge is shifting. Retail caught major themes early: memory, CPUs, photonics, optics, and names like $INTC, $NBIS, $MU, $DELL, $RKLB, $HOOD, and $PLTR.
📌 X Insight Update[x_fin] (2026/05/25 11:33)
2026-05-25 13:21
- Crash fear looks overplayed. The tell is price, not media panic: since that interview, the S&P 500 is already up 15%, the Nasdaq 100 is up 22%, and the Russell 2000 is up over 20%.