$Broadcom(AVGO.US) held up okay vs the chip group.storage names all red today on the chip selloff. dMSFT held up better than the whole AI hardware grocalling it, TSLA catches a bid Friday when SpaceX NVDA -3.7% and people calling top again. heard tha1.8T is a wild number but the demand is undeniably$MU | Wolfe Research reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐌𝐢𝐜𝐫$INTC | BofA Securities 𝐝𝐨𝐮𝐛𝐥𝐞-𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐈𝐧𝐭𝐞𝐥 to 𝐁$DBS(D05.SG) holding up while US tech bleeds. thisoptical names like AAOI live and die on the AI netMU vs the rest of the chip group, it's the one witis MRVL a buy here or does it keep bleeding with tNVDA first to bounce when this risk-off passes, itdown 4% but this is just Iran + CPI risk-off, not held through Iran, CPI, chip crashes... a risk-offthe same crowd that chased MRVL at the highs is nofell less than the rest of the chip group today. tForget the Narrative, Read Tesla's Tape Into the SpaceX Listing🦎 IGGY CLOSING BRIEF — 11 June 2026🔔 That's the be大摩 just put a 360 target on AAPL, bull case 440, adividend yield + rate tailwind + safe-haven flows.still holding INTC for the foundry turnaround optiOracle's impressive backlog growth is being weigheAVGO still getting attention after that 35B AI finworld on fire and DBS just keeps collecting intereif MU dips toward 900 again I'm adding more, simpl$Rocket Lab(RKLB.US)’s fundamentals remain robust,is SNDK the cheaper way to ride the storage cycle down day for MRVL but the AI interconnect demand i$NVIDIA (NVDA.US)$ down 3.7% with the group but stTesla Is Trading As the Musk Index Right Noweveryone panic over a -4% day while HBM is sold ouMSFT barely moved while chips bled. the boring megTrim rate-sensitive REITs and airlines. AI trade hMRVL fills this gap back up within the month once core holding, not trading it. accelerators still snot touching my Tesla. robotaxi optionality is frefirst time ever SpaceX is investable. how does a nOCBC + DBS both seeing flows in. high rates are a CGS sees a stronger 2027 for SG banks, higher rateWhy I Am Not Touching My Micron Over One Red DayNAND pricing turning + AI servers eating storage. Be Clear-Eyed About Intel: Real Signals, Unproven MarginsThe AI trade is not dead, but it is becoming more MRVL down with the group again. volatile af but th$Microsoft(MSFT.US)will Microsoft major changes afThe Cleanest Read on Nvidia Today Was the Spread, Not the Droprobotaxi + SpaceX listing Friday, the whole Musk cTSLA order flow still the heaviest on the whole bo1.8 trillion for a company that's mostly Starlink