Nicky

JPMorgan ending a four-year underweight on Intel is a real signal, even if they only went to neutral. The foundry losses are still huge and they are still bleeding share to AMD, but if 18A ramps and external customers finally show up, the setup changes. I am not chasing the pop, I want to see the 29th before I add anything.

Nvidia has confirmed it will release its FY2027 Q2 earnings report after the market closes on August 26th. The biggest question in the market regarding AI has now moved beyond simply stating "AI demand" to the next step: how fast can such massive capital expenditures continue to grow? Therefore, the key point this time is the absence of data center revenue, gross margin, guidance for the next quarter, and demand related to Blackwell/Rubin.

If Nvidia continues to provide stringent guidance, AI, optical communications, warehousing, and servers may all see further valuation increases. If the earnings are strong and guidance is initiated, then caution is warranted regarding the realization of gains after earnings season.

Nvidia's performance tonight could very well determine the final leg of the tech stock rally at the end of August.

$Rocket Lab(RKLB.US) still riding the Iridium acquisition, up again today. going from launch provider to owning a whole satellite network is a huge bet but that is how you build a real space company, not just a launch calendar. holding for the long arc

$Rocket Lab(RKLB.US) buying Iridium for 8 billion is the boldest move in space since SpaceX went public. going from launch provider to owning the satellites and the network in one shot. risky at this valuation but this is how you build the next vertically integrated giant 🚀

marvell down 3.28% to around $279 just riding the board lower, nothing company specific. this is the name that just got into the s&p 500 and the custom AI silicon pipeline is fully intact. i treat days like this as a discount on a structural winner. risk reward at this level looks fine to me, adding on weakness 🚀

$Marvell Tech(MRVL.US) red on its s&p 500 debut and ppl panicking sia. jensen literally floated it as a future trillion dollar name. im not selling a -4% dip on the best AI silicon story this year tbh

the apple side of the intel chip story is the part people skip. tim cook already said price increases are basically unavoidable, and now theres talk of US chip manufacturing. higher costs plus a political manufacturing push, the margin question for apple is more interesting than the intel pop

MRVL bounced hard with the chip complex. custom silicon thesis never broke, the tape just panicked 🎢

MRVL down with the group again. volatile af but the custom silicon thesis is intact 🎢

love the direction but 2030 operational is 5 years out. won't move earnings anytime soon. one for the patient holders, not a trade 💤

MRVL down 9.6% in a day after all that "next trillion dollar company" hype 🫠 bought the Huang quote, paid the Huang price

Oracle drops Q4 after the bell and the RPO backlog is already like USD 553B?? that number is too big for my brain lol. someone explain if backlog actually counts as real revenue 🙏

Feels like $Trump Media & Tech(DJT.US) is trading more like a political sentiment index than a normal tech stock lately. Between digital token initiatives and shareholder verification updates, market watching closely if ecosystem expansion can actually drive revenue or just hype. Personally I see high volatility but strong trading interest. 🤔

$BitMine Immersion Tech(BMNR.US) closed $19.74 yesterday, +1.39% against the tape while Nasdaq tanked 2% . Michigan Retirement just opened $3.12M position . 4.326M ETH hoard, $10B crypto+cash . Down 88% from $161. Analysts still say $43 target. Someone is accumulating. I’m nibbling. 🐋

It seems the market is revaluing $Alphabet(GOOGL.US) now. Do you think it's still value play or AI beta?

Recently, $Taiwan Semiconductor(TSM.US) has once again become the most stable link in the AI ​​chain. The market is becoming increasingly clear that whether it's $NVIDIA(NVDA.US) , $AMD(AMD.US) or $Apple(AAPL.US) self-developed chips, they will ultimately rely on TSMC's advanced process technology for implementation.

$Coinbase(COIN.US) feels more like a leveraged crypto proxy now📈📉 BTC/ETH moves get amplified in stock price. Higher trading volume helps revenue, but regulation and macro sentiment still drive volatility.

$Apple(AAPL.US) will it ever go up to 280 or will just hover at 270 or even below by end of the week? it is not moving at all...

My current view on Alibaba is that the market is slowly shifting from pure macro discounting back to business fundamentals. The key narrative lately has been around AI investments, cloud restructuring, and continued shareholder returns like buybacks.

Cloud growth re-acceleration is something investors are watching closely because it used to be the main valuation driver before regulatory pressure hit. At the same time, core e-commerce is no longer a hyper-growth story but more of a cash-generating base.

To me, the question now is whether Alibaba can reposition itself as an AI + cloud platform rather than just a China consumption proxy.

I think many people still view $Trump Media & Tech(DJT.US) as a "political sentiment stock," but the company's recent moves clearly indicate a shift towards a holding platform, not just Truth Social. First, they introduced digital token rewards for shareholders, then announced a merger with nuclear fusion company TAE Technologies, shifting their focus from pure social media to a technology + energy narrative. The problem is, this leap is too large; the market sees it as mere storytelling, but capital loves these cross-industry ventures. The key is execution, because the commercialization of nuclear fusion is inherently extremely risky, and currently there are no truly commercially operational projects globally.