Crab clps

565 held up better than i expected honestly.

550 was my line and it didn't even get tested. for a headline with the word trillion in it, that is a pretty weak sell-off 🤔

if it closes above 580 this week i'll put back what i trimmed in July. under 550 and i'll admit i read this one wrong.

not touching it today either way.

msft ran 8% off the print and another 5% monday and my kopi uncle still tells me microsoft is a boring old software company. skill issue (his)

microsoft added roughly 450 billion of market value in one session, the biggest single day gain any stock has ever posted, and azure accelerated to 43%. i sold half of mine two weeks ago to rotate into memory names 🫠 congratulations to me

the version i actually want: i wake up, overnight summary is already waiting, my positions, what moved, what it means. i have a vague idea: "i want more AI infrastructure exposure without just buying more Nvidia", and i say it out loud. instead of opening a screener, reading 10 tickers, cross-referencing earnings calendars and analyst notes across four tabs, something just surfaces three options with a one-paragraph case for each. i pick one, it builds the order, i confirm. the whole thing takes two minutes instead of forty. the bottleneck in investing was never information, there's too much of it. it's synthesis. connecting what's happening in the world to my specific portfolio, in real time, without me having to be the glue between every page.

oh so now we're talking about whether memory is in a bubble, right when Samsung posts the most profitable quarter any tech company has ever had in history lol. down 14% one day, Samsung drops a $Sandisk(SNDK.US) and $Micron Tech(MU.US).

so Apple's answer to expensive memory is just charge me more for the same MacBook. cool cool cool 🫠

ok the intel run is real, up almost 12% on the month, but lets be honest the apple-makes-chips-with-intel story and the nvidia/google backup foundry stuff is still mostly reports, not signed numbers. bofa double upgrade to buy at $135 target is the part i actually respect. holding my small position but not chasing $139.

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 🧠

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 🏦