MU is the cleanest way to play the AI memory squeeze imo. not sexy like NVDA but the supply math is just better

SanDisk's HBF pitch is compelling but worth tempering: HBM demand is driven by GPU training clusters, while HBF targets inference and edge AI. The two markets are different in scale and timing. HBF being "next year" means revenue recognition in FY2027 at earliest. Strong thesis, just don't confuse announcement with delivery.

Dallas Fed President Lorie Logan said inflation is not yet moving back toward the 2% target and signaled that another rate increase could be warranted this year. The Fed's Beige Book reinforced the message, noting that Middle East conflict is adding to price pressures across several districts while consumer confidence softens. Translation: the bar for cuts has quietly risen, and at least one voter wants the market to stop assuming the next move is down. The comments landed in a market that had run nine straight sessions on the assumption that policy was easing from here. The 10 year Treasury yield rose and equities gave back ground, with the Dow down more than 600 points. Officials remain divided, but the hawkish wing is getting louder ahead of Friday's May payrolls report and a new Fed chair's first meeting next week. The jobs number now carries more weight than usual for the rate path.

$Alphabet - C(GOOG.US)  settles privacy suit for $68M — does this matter for stock?

Micron at a $1 Trillion Valuation. Supercycle or Cycle Top?

smart that Keppel is doing the Korea DC through Fund III with a 73% stake instead of bloating its own balance sheet. asset-light pivot done right 📊

SGD 15.5B order book to 2033 + SGD 28B pipeline lah. Seatrium literally has more work than they can announce. This is not the same company from 2022 💪🇸🇬

The Dow Made a Record. The Internals Told a Different Story.

had DELL but only like 50 shares because I "wasn't sure about the AI server thesis." 757% YoY AI server revenue later. 30% gap. I could cry 😭 at least I still have the 50 shares

Marvell Technology (MRVL) reports after the close today. The stock is already up roughly 6% on the day following analyst price target upgrades. Here is how I'm thinking about the setup. When a stock runs significantly into earnings, the post-earnings reaction often becomes less about the absolute numbers and more about whether reality beats the already-elevated expectation. MRVL at USD 196 with a near-double in 2026 means the bar is high. The market is pricing in a beat. The question is whether the actual custom ASIC revenue and data centre networking guidance exceed what the sell-side has already built in. The key technical levels to watch post-print: if MRVL gaps above USD 205 on strong custom silicon numbers and forward guidance, the next resistance area sits near USD 215 to 220, which aligns with the upper range of analyst targets. If the stock gaps down despite what looks like a "solid" quarter, the first support to watch is the USD 175 to 180 zone — that's where the pre-earnings momentum started. A hold above USD 175 on a bad print keeps the structure intact. A break below it changes the picture. Risk management is straightforward here. If you're already holding and sitting on significant gains, defining how much of those gains you're willing to give back on a bad print tells you whether to hold through or take partial profits today. If you're looking to enter, waiting for the post-earnings reaction and a clear direction is usually cleaner than guessing the move. Earnings are a coin flip even when the fundamentals are strong.

new Siri looks nice but Wall Street clearly wanted more. "show me the revenue" energy. holding my shares, not adding here

TXY

TXY