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honestly the s&p inclusion got front run for weeks already, the easy money is mostly gone by today. mrvl is a great name but up around 260% ytd and everyone piling in on inclusion day is exactly when i get cautious. ill wait for a proper pullback before adding

INTC quietly +3.5% and nobody's talking about it. the most hated chip name might be the comeback story of the year 🦍

not much news, just grinding sideways. order numbers looked decent though. holding my core and waiting for the next catalyst

is Nokia actually an AI winner now or did it just get swept up in the optical hype? the move is real but the valuation moved fast too 🤔

AAOI plus Nokia both flying, the AI optical networking trade is finally getting its moment. riding it 💪

$Marvell Tech(MRVL.US) up another 10 plus, the optical interconnect story is the real second leg of the AI trade. they even bought Celestial AI to go deeper into optics. this is more than a Jensen quote now 💪

not chasing here, valuation is full and the easy money in this cycle is behind us. happy to wait for a real pullback 🥱

Semis up 8% in one day, last week selloff already forgotten liao. SPCX opening tonight SG time, gonna watch first then decide 👀

Dow ATH but semis down 2%, classic rotation lah, tonight NFP will be the real test 👀

👍 The Mapletree section very solid lah, finally someone break down MLT properly

Optical and storage names just pulled back hard, and I keep getting asked if it is time to buy the dip. Here is how I would think about it.

Marvell ran over 54% in a week and printed six straight green days. That is a parabolic move. The reality is, parabolic moves always revert toward the mean. Not maybe. Always. The only question is when.

So what do you do? First, if you are already long and in profit, trail your stop. Do not give back a 54% move hoping for more. Second, if you are not in yet, do not chase a stock this far above its moving averages, because your stop has to sit miles away and your risk is huge. Third, wait for a pullback to a support level you can actually define. Let price come to you.

The trend is still up, so I am not shorting this. But buying right after a vertical run is how most traders donate money to the market. Be patient. And that's it.

AVGO up 200% YoY still kena sold off, the bar too high already lah. SpaceX IPO I wait and see first, don't anyhow catch

AEM up roughly 6x this year and the 1Q numbers actually back it: revenue S$116.9M up 36%, net profit up over 300%, margins from 3.9% to 12.3%. Test Cell Solutions alone grew 72%. this is not just the Intel test supplier story anymore, the new fabless AI/HPC customer is what changed the game 🧠

Most investors looked at Marvell jumping 32% in a day and saw a stock chasing a Jensen Huang soundbite. I think that misses the more interesting story. The move is really a verdict on a business-model...

MRVL 32% in one day damn shiok but liao i think the easy money already gone, now everything hinges on AVGO tonight, if Broadcom only in line and dun crush then the whole AI chip rally might take a breather🤔

Wah HPE jump 40 percent after Dell and now Micron cross 1000, the AI hardware trade really damn hot sia. But when everybody so excited liao I always scared the easy money already gone, so I rather wait for a pullback before chiong 👀

Aiyo this narrow ATH really makes me uneasy leh, when only the mega caps carry the index the breadth damn weak, I rather wait and buy on a real pullback 👀

Wah Anthropic almost 1 trillion liao, sure got bubble vibes lah but the monetization damn fast also. For EV I prefer Li Auto's profit discipline over Xpeng growth, and with crude shooting up I keeping more cash this weekend leh