Bond

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 🐶🔥