📌 X Insight Update[x_fin] (2026/07/02 05:30)
- $PLTR is in a clean “gap-and-go” tape. The next key test is a move and hold over the 127-128 area, with the 21ma sitting in the same zone. Swing positioning remains intact after prior paydays. 1
📌 X Insight Update[x_fin] (2026/06/27 00:47)
- Midterm years are structurally choppy, not just headline noise. From 1962-2022, midterm years averaged a max drawdown of roughly -21%, with a median drawdown of about -20%. 12 of 16 saw a 10%+ correction, and 7 of 16 saw a 20%+ drawdown.
📌 X Insight Update[x_fin] (2026/06/25 10:24)
- Memory is still the cheapest AI bottleneck trade. The rerating looks early-stage, while TSMC gets a premium multiple because it acts like a platform-style manufacturer enabling customer roadmaps. Memory may be the lagging leg in the AI infrastructure chain. [1](https://x.
📌 X Insight Update[x_fin] (2026/06/24 23:00)
- OpenAI potentially selling internal chip-design / EDA-style solutions externally would be a real overhang for incumbent EDA companies. The key question is whether this remains an internal toolchain or becomes a productized threat. 1
📌 X Insight Update[x_fin] (2026/06/24 21:11)
- $WEN is getting flagged as the next Reddit meme stonk. The setup is already hot, with the stock up 25% in pre-market. The near-term trade target is $10-$12. 1
- $JACK may be an even cleaner meme candidate than $WEN.