Bond

classic sell the news on marvell. first day in the s&p 500 and it drops almost 4%, because all the passive funds already had to buy it so there was nobody left. still up like 265% ytd tho, holding mine. textbook.

the southbound 2x sk hynix etf is interesting right into micron week. hynix is reportedly eyeing a us listing as soon as august to raise up to 14 billion, and its market cap already crossed a trillion. the whole memory complex is moving as one trade

cancellable backlog, thin margins, and serial dilution. a 9% pop doesn't fix any of the structural stuff. fading this one 🫠

MRVL swings 10% a day both ways, that's the cost of owning a story stock mid re-rating 🤷

MRVL in the S&P now and still swinging 5% a day. that's the cost of owning a story stock mid re-rating 🤷

Tier III, AI-ready, serving hyperscalers in Korea. Keppel is parking itself right where Asian AI data center demand is exploding 🚀

MRVL gave back a chunk today but it's in the S&P 500 now and the AI interconnect story is real. -9.6% looks like froth coming off, not thesis breaking 👀

every Oracle earnings I tell myself I won't hold through the print. every single time I hold through it anyway. this is fine 🐶🔥