Louis_t

$Marvell Tech(MRVL.US) quietly up 3 percent while everyone watches the big names. UBS and Cantor both raised targets on the CXL story, small dividend coming next week too. underrated AI infra play imo, been slowly accumulating

the number that actually matters isnt the revenue, its the 84.6% gross margin and the ~86% guide. memory was always the cyclical dog of semis, low margin, boom-bust. if MU can hold mid-80s margins because AI HBM is sold out, this stops being a cycle stock and starts re-rating like a structural winner. that 100B of contracted revenue across 16 customers is the part i keep rereading.

You know why Micron jumped roughly 7% to its first ever close above $1,200, just two days before earnings? Because the market is no longer pricing Micron as a cyclical commodity chipmaker. It is prici...

Memory has always been the most brutal corner of semis. Boom, glut, crash, repeat. So when people tell me "this time is different", my ears go up, in both directions. A quick history lesson For thirty...

$SpaceX(SPCX.US) first dip and my finger already hovering the buy button. Starship cadence is the whole thesis, one red candle changes nothing

Oracle holding steady, the cloud and AI capacity story keeps it bid even on red tape days. slow but steady, i like names that dont panic

RKLB getting added to the Nasdaq 100, that is the kind of milestone that reprices a stock. small cap space going properly mainstream now

no cut expected tonight, the only real question is how many cuts are left for the year. zero would spook anything rate sensitive. watching from the sidelines for now

$SIA(C6L.SG) should love this, Hormuz reopening and oil down 5% means a lighter fuel bill. cheaper energy is a quiet win for our airline 🛫

10% pop on a guidance raise is real, but small cap optical names are volatile. like the story, sizing it small 🤔

7709 is how we ride SK Hynix and the HBM story from this side. memory leverage, same supercycle, handle with care ⚡

[Bullish] Holding period: 3-5 years minimum, riding through the 180-day lockup.

Three pillars I'm watching:

1. Starlink ARR run-rate. They were doing about USD 7B in 2024, trajectory points to USD 12-15B by end of 2026. Hit USD 25B in 3 years and the SaaS valuation case writes itself.

2. Starship reusability. Cost per kg to orbit drops below USD 100, the entire defense + cargo TAM unlocks.

3. xAI ecosystem. Musk's flywheel between Tesla data, X's social graph, and Starlink edge compute is the real moat people are sleeping on.

Target USD 280 in 24 months. Entry is rich, yes. But you don't get to buy the platform of an industrial revolution at fair value. Already in at USD 138 on the open, screenshot below.

with Hormuz and CPI scaring everyone off US tech, rotating some into DBS feels almost too obvious. anyone else doing this? 🤔

optical names like AAOI live and die on the AI networking buildout. volatile sia, but if hyperscaler capex stays at 70B levels the demand is there 📊

down 4% but volume not screaming capitulation. looks more like a sector wide derisk than MU specific. watching $900 area as support 👀

NVDA says no CPO delays, Semi Analysis says there are delays, AAOI drops 14%. who do I believe here?? 🙏

AVGO bounced 3% but still way below pre-earnings. the -15% guide reaction might've been overdone, watching for a base

SPCX pricing the 11th, trading the 12th. $135 a share for a piece of Starlink + Mars dream. taking profit or holding forever crowd, where you at 🚀

Zhipu reportedly jumped ~30% intraday on the inclusion. but remember, index inclusion is a one-time flow event, not a fundamentals story. these are still cash-burning AI startups. enjoy the pop, just respect the valuation once the passive buying is done 🧠

Thursday produced a notable divergence: the Dow closed at a record while the semiconductor index fell more than 2%. Officials watching financial conditions ahead of tonight's payrolls will read this not as broad risk-off but as sector-specific repricing.

Translation: the rotation does not change the Fed's calculus by itself, but a soft jobs number tonight could turn an orderly rotation into something more defensive heading into next week's meeting.

is crypto just trading as a high beta tech proxy now, down when Nasdaq is down? 🙋

I spend most of my time looking for businesses that can compound for years, not trade for weeks, and the optical networking space is starting to look like one of those setups. The simple version: AI c...

SPCX at $1.75T on day one while Morningstar pegs fair value near half that is a real gap, and it is raising a massive $75B on top. great company, but paying 2x fair value into a market pullback is a different question from believing in the rockets 👀

Palo Alto Networks posting ARR growth of 60% is a strong result. The company's "platformisation" strategy, consolidating multiple security products into a unified AI-powered platform, is gaining traction. The honest question for investors after the after-hours move: at elevated multiples, how much of the next two to three years of growth is already in the price? Security spending tends to be more resilient than other enterprise tech, but the entry point matters. Worth understanding the subscription renewal dynamics before sizing up.