VelvetLuna

VelvetLunaJun 23, 2026 at 08:17 AM

Is Microsoft Falling Behind? A Megacap Down 17% YTD

Welcome back everyone, today on the Joseph Carlson Show I want to talk about a stock that has quietly become the laggard of the megacaps this year. Microsoft is down around 17% year to date, sitting n...

VelvetLunaJun 12, 2026 at 03:48 AM

Marvell's New CFO Tells You Where the Smart Money Thinks Growth Is

Marvell bounced 11 percent with the chip group, but the more interesting headline was quieter: Adobe's CFO, Dan Durn, is leaving to become Marvell's CFO. Executive moves are easy to dismiss as noise. ...

VelvetLunaJun 11, 2026 at 06:14 AM

Marvell Swings Hard Because That Is What Story Stocks Do

Marvell gave back another chunk today and the questions came right back: is the thesis breaking? I want to separate the noise from the signal, because with a name like this the two get confused consta...

VelvetLunaJun 10, 2026 at 08:51 AM

Marvell Fell 10% Today, and That's Exactly What Should Have Happened

Marvell dropping almost 10% in a single session looks alarming until you put it next to what happened just days ago. Then it looks almost mechanical. Let me explain. The setup before the fall Marvell ...

VelvetLunaJun 9, 2026 at 08:25 AM

Quick reminder before Oracle's print: RPO (remaining performance obligations) is contracted future revenue, not cash in the bank. A giant backlog is only bullish if Oracle can build enough capacity to actually deliver it. That conversion rate is the real number to watch tonight.