FinTwit sentiment shows extreme polarization, swinging between “mega crash” and “perma bull” narratives. A “weird environment” reigns. 1
Portfolio took one of the worst hits in years, yet no clear headline explained the broad sell-off.
📌 X Insight Update[x_fin] (2026/02/05 02:24)
Being a growth investor means accepting sudden market risk-off flips without clear headlines. Big drawdowns naturally trigger panic, but avoid impulsive “doing something.” 1
📌 X Insight Update[x_fin] (2026/02/04 00:52)
AI financing remains ample, evidenced by Oracle’s $25bn debt sale. Despite this, a market bubble is anticipated to burst within 3-5 years, triggered by perceived safe debt running into trouble. 引用[1]
📌 X Insight Update[x_fin] (2026/02/02 08:52)
AMZN is strategically integrating its AI investments (Anthropic, OpenAI) with its compute infrastructure. Expect OpenAI to heavily leverage Amazon’s compute, mirroring the Anthropic deal 1.