Christina

$Roundhill Memory ETF(DRAM.US)  bounced hard with the whole memory complex, and holding the basket meant i didn't have to guess which single name would rip. SanDisk did double digits, Micron recovered, SK Hynix lists today. the basket caught all of it without the single-name heart attacks. this is why i keep memory exposure in ETF form. adding on pullbacks, not this rip.

$Marvell Technology (MRVL.US)$ stuck in the chop as the chip complex splits into winners and losers. custom silicon is a real long-term story but in a tape this divided, second-tier AI names just drift. i want to see the group stop bleeding and MRVL hold $240 before i add. no reason to force it while NVDA soaks up all the sector's buying.

up another 4.8 percent and people still calling top every single day. the top callers have been wrong since friday lol

Micron Into The Print: A ±12% Implied Move And Nowhere To Hide

minus 8 percent on INTC and i still cannot tell if this is a turnaround story or a value trap. the chart says wait, the story says maybe

SpaceX lists June 12 at 135 and I am putting in for it. Goldman sees capex hitting 360 billion by 2028, this is an infrastructure story not a meme. just hoping retail gets a real allocation and not table scraps 🚀

as Asian chips crash, can SG banks hold up? honestly DBS and OCBC are exactly my ballast for days like this. boring wins 💤

I've been dismissing Kuaishou as a slow-growth short-video also-ran for a year and they quietly built an AI video product doing USD 500M ARR. I was very wrong, lah 😶‍🌫️

calling Microsoft back to its highs by next earnings if Azure growth holds and the capex worry fades 📸

Micron's Blowout Print: The Memory Supercycle Just Got Confirmed

is AVGO a buy after the earnings dump or is the AI guide disappointment a real warning?? genuinely torn

Anyone else think BitMine might pop if crypto volatility kicks back?”

think we get one more flush before this stabilizes, watching for capitulation ⚡

Costco just put this debate to rest. Net sales up 11.6% to USD 69.15 billion. Comparable sales up 9.8%. E-commerce comp up 21.5%. Membership renewal at 92.2% in the US. 148.5 million cardholders. 📈 These are not "tariff-scared, inflation-squeezed consumer" numbers. These are numbers from a business that has figured out how to make people pay to shop there and love every second of it. EPS came in at $4.93, up from $4.28 a year ago. Membership fee income hit USD 1.37 billion, up 10.7%. Nobody cancels their Costco membership. That's the entire thesis, and it keeps proving itself every single quarter. COST doesn't get enough credit as a consumer spending confidence indicator. Today it's flashing green.

calling Oracle range bound until the next print. the OCI growth has to actually show up in numbers before the stock moves again 📊

SMCI is the cleanest pure play on AI server demand riding Nvidia chips. +9% says the market chose to read the raise as order fuel, and I lean that way too 📊

SK Hynix filing for a $29B Nasdaq listing is the second biggest IPO ever sia. The 2x Hynix play could get spicy into the July 10 debut but IPOs cut both ways. watching from the sideline for now.