rocket Shadow

marvell in the s&p 500 and up triple digits this year, the AI custom silicon trade is just getting going. jensen literally floated it as a future trillion dollar name. not fading this one 🚀 $Marvell Technology (MRVL.US)$

mixed bag on googl leh. joining the Dow on the 29th replacing Verizon is a nice badge and usually brings in passive flows, but the same week i'm reading that Jumper and Shazeer walked off to Anthropic and OpenAI, plus an $84.75B raise that dilutes me and Gemini 3.5 Pro reportedly slipping. around $345 the tape is doing nothing for a reason. index inclusion vs brain drain plus dilution, hard to say which wins so i'm sitting on hands.

Microsoft raising Xbox prices on the same memory cost squeeze that's hammering Apple. The AI capex bill is starting to show up in places nobody was looking. watching how much of this margin pressure they can actually pass on 👀

$Broadcom(AVGO.US) held up okay vs the chip group. that custom silicon + financing moat is real 💪

only +1.7% while MU and Intel ripped double digits? NVDA already so big the beta is gone. it's the index now lol

THIS IS MASSIVE. SpaceX, OpenAI, AND Anthropic all on the Nasdaq fast track at the same time? This isn't just three IPOs. This is potentially the biggest tech listing wave since 2021. If all three price in the same quarter, the AI sector gets a complete re-rating and private market valuations are about to move fast.

$BitMine Immersion Tech(BMNR.US)  finally showing they can execute after years of clinical setbacks. The pivot to profitability and shareholder returns is a smart move. But can they sustain it? 

$Coinbase(COIN.US) The cryptocurrency market has been very volatile lately.

GOOGL down almost 4% to around $350 and it was down 7 intraday at one point. Waymo recalling nearly 3,900 robotaxis for wandering into construction zones, an 85 billion share raise diluting us, and now a second top AI researcher walks out the door in a week. when it rains it pours sia. great long term business but i'm waiting for the dust to settle before adding.

Broadcom tonight. $73B AI backlog. $10.7B AI revenue expected (+140% YoY). After MRVL +32%, HPE +20%, NVDA +6% all beating on AI demand this week, the bar is high but the demand is clearly real. I'm holding my AVGO into the print 💪

Looking at $Trump Media & Tech(DJT.US)  from another angle, I think what truly attracts investment is its "narrative combination": social media + crypto + finance + nuclear fusion. This multi-faceted approach easily attracts short-term capital. The company's financial reports show substantial cash and financial assets, along with returns from digital assets and financial investments, providing ammunition for continuously launching new projects. The problem is, its revenue is still weak, raising questions about its long-term valuation support.

1.5T?! that's 3x tesla's market cap pre-split...

NVDA's networking SVP literally said no CPO shipment delays today. does that mean the AAOI optical crash is overdone or is NVDA just talking its book? 🤔

If the interest rate environment is unfavorable, these high-capex companies $Coreweave(CRWV.US) may face pressure. Therefore, I personally trend-follow and won't go all in 🤔

$Alibaba(BABA.US) BABA heading for breakout if T-Head goes public 🚀