MRVL 2X Long ETF

The 3 local banks have stabilised a little following the previous few days of down sessions for the whole SG market. This is good for the longer scheme of things as historical statistics show that steep rise s n share prices are more likely than not followed by steep drawbacks afterwards. Let them consolidate, though I know many are still buying either for long term or just trying to jump on bandwagon.

Yay! US has shown their intent and are telling the bond market not to have ideas as they will defend yields no matter what FUD the narratives are.

$Marvell Tech(MRVL.US)

📌 My concise reflection

1️⃣ After I bought it, it went against, the position has been underwater, sitting about 2.5 times higher overall despite today’s rally to ~ USD237. (+9.8%)

2️⃣ I remained calm for this stock, no trimming nor adding through the swings, that discipline kept me in the game when it would have been easy to cut.

3️⃣ Today’s move 📈🆙 reminded me to be patience in my thesis. Have confidence will be fully rebounded. This lesson is that sitting through discomfort is a skill, not passivity.

🆒😎

Modena stock not certain if its a pump and dump after the news and upside yesterday but generally if you want to invest in healthcare or even in the bio field can consider etf with Modena in it for long term investment. Do not all in money, DCA slowly and see if its temporary demand and expectations issues.

It was just a few days ago I mentioned the likelihood of yield curve control and that the US will not sacrifice the stock market at the expense of the bond vigilantes. There were the usual skeptics and rightly so because the textbooks teach you certain things. But the real world is not textbook and the more experienced ones out there will know what I mean. That’s why I keep stating that I am sharing my own opinions and not asking people to agree. 😎

Markets are increasingly differentiating between strong AI-related demand and funding or margin concerns. Semiconductor moves highlight shifting competitive dynamics in custom AI chips, while the Fed minutes reinforce uncertainty over the inflation path and potential policy tightening. Consumer results remain mixed, with resilient sales offset by cautious guidance. Nebius’ financing underscores the capital intensity of AI infrastructure and investors’ sensitivity to dilution and funding requirements.

Goldman Sachs: Optical Networking Supply Chain

During Fed chair Warsh's press conference after the Jul meeting, he repeated pointed to the elevated bond yields as a market driven tightening and hence Fed could fold their hands for the moment. However, Treasury secretary Bessent just served the tennis ball back when he announced yesterday that bond buy backs would be minimally doubled. Is Mr Bessent triggering the "test the new Fed chair" rite of passage?

📌 Last session is not considered 🎢 as I could see all turned 💚 pre-market, after that then plunged into ❤️ I was expecting SKYH to shine but instead MRVL shone its way 🆙 coupled with SNDK and MU while NBIUS hitting downward trend. Intel don seem to work out after the CEO said 🆕 INTL, however am holding it 🆙 ⛳️ Hope this week will end up mostly in 💚 as we all not going down any 🎢 as yet!!☕️

177% soar… this sounds like a recipe for pullback… dyodd well

Modena's price hiking percentage overnight is the highest I have never seen. lol 😍 Amazing. hopefully I can choose such a stock right.

$SK Hynix(SKHY.US)

$Marvell Tech(MRVL.US)

I tot today SK will be the rising ✨⭐️🌟💫

But was MRVL instead. think our 👨‍✈️☕️talk will be about MRVL what and why ⁉️🥱

BREAKING: Marvell $Marvell Tech(MRVL.US) has issued $Alphabet(GOOGL.US) a warrant to buy up to 58.97M shares at $206.58, equal to about 6.7% of shares outstanding.

Source: amit

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The US 30-year Treasury yield rose to 5.31%, its highest since July 2007, while the 10-year yield hit 4.70%, a full percentage point above the Fed's target range ceiling.

Long-duration assets faced pressure first. Treasuries are at a 20-year low—is this due to market selling, pessimism about future economic prospects, or the frenzy chasing quick profits in tech chip stocks?