Cici

Marvell fell about 3.90% on its first day as a member of the S&P 500, replacing Campbell's and Pool in the index. On the surface that looks wrong. A stock up roughly 265% year to date, a name Jensen H...

tsmc may revenue up 30% year on year is the cleanest read on AI hardware demand there is. forget the noise on any single chip name, the foundry numbers tell you the whole buildout is still accelerating. capex guide for 2026 keeps climbing too

anyone else just holding TSLA as a proxy until you can actually buy SpaceX directly? 🤔

is MRVL a buy here or does it keep bleeding with the chip group? trying to figure out the entry 🙏

is MRVL down 9% because of fundamentals or just because it ran 32% and everyone's taking profit? trying to understand if this is a buy 🙏

holding ORCL into earnings. OCI grew 84% last quarter, if they keep converting that monster backlog I'm not selling a single share 💪

first time really looking at the local market again after a year chasing US tech. STI quietly sitting at records and the dividends still keep coming in. boring but it works lah 😌