
NVIDIA
Enduring value guardianMarvell S&P 500 inclusion + Micron HBM sold out headlines feel like peak hype to me. By 2026 supply catches up, capex gets scrutinized, and multiples compress. I’m fading this momentum into Micron’s prints - buy the rumor, sell the news.


☕ [Task Coins Giveaway] Daily Market Talk — Marvell Joins the S&P 500
Big week kicking off. Marvell joins the S&P 500 before the bell today, the latest AI chip name to crash the index. But Warsh's first meeting as Fed Chair flipped hawkish, the dot plot now flirts with ...
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