Ivyyyy 

Welcome back everyone, today on the Joseph Carlson Show I want to talk through one of my largest holdings, Alphabet, because it just had one of those days that makes long term investors sweat. The sto...

Alphabet

Alphabet - C

Alphabet Inc Pref Shares GOOGN 6.25 05/15/2029

Alphabet Inc Pref Shares GOOGM 6.25 05/15/2029

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Is Alphabet's 5% Drop The Buying Opportunity, Or A Warning Sign

Marvell officially entered the S&amp;P 500 before the open today, replacing Pool and Campbell's. Everyone is talking about the forced buying. I think that is the least interesting thing about it. What ind...

Pool

Amazon

Direxion S&P 500 Bear 1X

S&P 500

SPDR S&P 500

Direxion Daily AMZN Bull 2X Shares

Marvell Tech

The Campbells

Marvell Joined the S&P 500 Today. The Index Flow Is the Boring Part of This Story

custom AI silicon plus interconnect demand isn't going anywhere. holding through the swings 💪

8 posts UV on MRVL today, retail still very much watching it. adding on weakness 💎🙌

MRVL dip is the gift. it joined S&amp;P, Huang called it the next trillion name, and now I get it 9% cheaper 💎🙌

RPO around 553B, revenue seen near 19B up 20%, but OCI is the whole story. the real question isn't growth, it's whether margins survive the AI capex. that's the line I'm watching 👀