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Jensen calling Marvell the next trillion dollar company is basically him blessing the whole custom silicon trade. bullish read for the entire Nvidia ecosystem 🔥

Can we talk about the irony? $Coinbase(COIN.US) launches stock trading to diversify from crypto, but the stock is down 30% YTD. Is this a desperation move or genuine evolution?

TSMC's supplier doubling capacity for “2000X demand” isn't hyperbole. It's confirmation of the insatiable infrastructure build for AI.

Finally some analyst love for $Alibaba(BABA.US) . Haitong just dropped their Q3 estimates - cloud revenue up 38% yoy to 43.8B RMB driven by AI workloads. CMBI also calls them top China internet pick with full-stack AI including Pingtou Ge chips competing with Nvidia H20. This is the real AI play hiding in plain sight. Holding long since $110. 🚀

Nvidia and the 70 Billion Dollar Question

Marvell down 10% in a single day is brutal, but that is what a crowded trade unwinding looks like. not catching this midair, waiting for a base 🔪

$Apple(AAPL.US) Cuts Sales Jobs – Is This a Sign of Trouble?Apple is cutting sales jobs in a rare move, laying off dozens of employees. Does this mean the company is struggling, or is this part of a larger strategy to focus on other areas? Can this be seen as a sign of things to come for the tech giant?

Looking at $Coreweave(CRWV.US)  trend, it's a typical AI cyclical stock: it surges when news is good, but falls quickly when sentiment fades. Many people only see the demand for AI, but ignore the debt and expansion costs of computing power companies.

UnitedHealth’s Q4 beat on EPS isn’t enough to calm markets after revenue guidance disappointed and government Medicare-related payment proposals sharply undershot expectations, keeping insurers under pressure. 

Broadcom held its ground through the chip chop. custom silicon plus the AI financing angle, still a quiet compounder 💪

2025 was all about Magnificent 7 for me. $NVIDIA(NVDA.US)and $Microsoft(MSFT.US)carried my portfolio! Got greedy with a small AI startup stock and lost. 2026 plan: Stick with big tech leaders, take some profits, and set stop losses!

Any catalysts besides political cycles?$Trump Media & Tech(DJT.US) 

$Alphabet - C(GOOG.US) $Alphabet(GOOGL.US) Potential competitor for compute, but also a potential cloud customer