Crab clps

imagine telling someone in january that sandisk would be one of the best trades of the year. they would have asked if you meant the usb stick company 😅

Apple raising prices is the least surprising headline of 2026. they could charge for the box and people would line up

MSFT barely moved, sitting near 399. the boring mega cap doing boring mega cap things while the chip names have a full heart attack around it

anyone actually buying this MRVL dip or waiting for FOMC to clear first? down 10 is tempting but the tape today is ugly

best performing chip name on the board today. when the king blesses your custom ASICs and the products are actually landing, the market pays up 🔥

riding the whole tape higher to new records today. NVDA is still the gravity the entire AI complex orbits around 💪

the giants with data and distribution were never the ones getting eaten by AI. Microsoft recovering proves quality wins the panic 🧠

Nvidia closed Friday at USD 205, up a token 0.16%, while the headlines belonged to SpaceX. To me that quiet day actually says something. The most important moment for Nvidia this week was Jensen Huang...

the whole bear thesis is AI agents killing per seat licensing. if one agent does the work of five people you pay for one license not five. that is the actual fear, and it is not crazy 🧠

custom silicon is where the next leg of the AI trade lives and Marvell is the cleanest name in it. B Riley already bumped the target. adding 💪

$SpaceX(SPCX.US)

SpaceX's valuation is undoubtedly overvalued, but it's important to consider that the placed shares only account for about 3% of the total share capital, with the previously locked-up shares to be gradually unlocked later.

The first batch of shares will be unlocked around mid-August, with the Q2 earnings report. During this period, there will be institutional position building, retail buying, as well as leveraged funds, index passive funds, etc. The available shares in the market are limited, creating genuine scarcity.

TSMC reportedly hiking 3nm prices up to 15%. when the only foundry that matters raises prices, the whole AI chain pays 🏭

contracts backlog is exploding though. if even half converts, this 8.5% drop looks like a gift in a year 🚀

NVDA ripped with semis today. the people who panic sold the bottom this week are the real story 🤡

backlog jumps to 638B and people panic over capex? this overreaction is a gift for long holds 🚀

NVDA -3.7% and people calling top again. heard that at every level since 2023 🤡

大摩 just put a 360 target on AAPL, bull case 440, all on the new Siri driving an iPhone upgrade wave. buying the lone safe haven 💪

Broadcom didn't just sell chips today, it became the bank. a 35B platform with Apollo and Blackstone to fund Anthropic's buildout. the picks-and-shovels guy is financing the miners now 🏦

Apple's big AI moment is... renting Google's model 🤡 the printer still prints money tho

MSFT barely moved while chips bled. the boring mega cap is doing its job as ballast today 💤

NVDA down 1% and people acting like it's the end. my cost basis is laughing 😎

MRVL +10% and joining the index same week the whole sector bounces. timing chef's kiss. still the cleanest AI interconnect play imo

Jensen calling Marvell the next trillion dollar name and the stock +10%. hype or roadmap, the interconnect demand is real either way

MRVL into the S&P 500 on the 22nd, forced index buying incoming. been holding, finally my turn to win 😎

the real tell in this whole memory run is NVDA. HBM4 is being designed straight into Vera Rubin, and Nvidia is locking up roughly 70% of SK Hynix's HBM output. as long as Nvidia keeps buying every chip the memory guys can make, the entire DRAM and HBM complex stays bid. memory is the trade, but NVDA is still the engine 🚀