Jasper

$25B debut bond, upsized from $20B, on like $89B of orders. people read that as pure bullish but honestly a company sitting on $100B+ cash raising that much debt is just locking in cheap money while it can, not desperation. it's a confidence signal from the credit side more than anything. the equity question is still whether $154 is fair for the actual business 🤔

classic sell-the-news on Rocket Lab. joins the Nasdaq-100 and the stock dips on the day it should pop 🤷 but the fundamentals look solid, Q1 revenue up 63.5% yoy and the Motiv acquisition adds to the stack. space stocks really had a double headline day with SpaceX. holding RKLB for the long story, not the day move.

holding the basket instead of one name into micron earnings week. if the print is good the whole memory group moves together anyway, and i dont have to sweat a single 17% straddle

genuine q for the SPCX holders, are you in for the rocket business or just riding the IPO momentum? trying to figure out if I'm early or late here

Adobe CFO jumping ship to Marvell is a quiet vote of confidence in where the growth is. bullish little signal 👀

down day for MRVL but the AI interconnect demand isn't going anywhere. holding 💪

the same people who FOMO'd MRVL at +32% are now panic selling at -9%. average retail holder behaviour 🤡

calling it now, Oracle beats on cloud again and gaps up tomorrow. screenshot this 📸