MRVL in the S&P now and still swinging 5% a day. tI will be watching the IPO of SpaceX with interestgenuine q for the bears: if hyperscalers keep guidINTC fading with the group, the Google TPU foundryI added again DBS shares this morning and was gladORCL beat everything and STILL dropped 7%. market interesting, while everyone dumped chips, money qu8 posts UV on AVGO today, retail clearly still intmost traded name on the board two sessions runningmemory cycle is multi year. I'm not selling a singon risk-off days MSFT is where money hides. relatihigh beta name in a risk-off tape, of course it swwhen the whole AI complex sells off, NVDA is the oHonored. 🏆 NVIDIA has been recognized with the IndOCBC also catching the rotation into SG banks toda闪迪 down with the storage group but the enterprise $Apple(AAPL.US)I must say Apple has been holding u4x oversubscribed even with Hormuz shut. not fightSpaceX prices tonight and TSLA is the only liquid INTC ran huge YTD, a risk-off pullback was always $Exxon Mobil(XOM.US)With the ongoing middle east uDBS Is the Rare Stock Where the Tech Headwind Is a Tailwindbought MU near the highs and now down 4% with the Marvell Swings Hard Because That Is What Story Stocks DoNVDA networking team already said no CPO delays. tWhen will the market realise that the on off butto$Micron Technology (MU.US)$ still top of the board$ST/US/MU$ still top of the board even on a red daDoes it really need a hot CPI number and an on offMicron After a Risk-Off Session: Reading the Tape, Not the PanicSNDK is the cleaner NAND play if you want storage Oracle Is the Whole AI Trade in One Chart8 posts UV on MRVL today, retail still very much wNvidia and the 70 Billion Dollar Question1485 orders on TSLA today, most active name on theIs 800 VDC delayed to 2028? Taiwan data center parMarkets sold off as two fears collided: potential iOS 27 absolutely needs a Siri widget like ChatGPTUS CPI hit 4.2% YoY (May), a 3-year high, driven b$Rocket One(RKTO.US)Company-Specific Catalyst BeyoOracle witht the double beat but falls because surAI related cargo revenue continued to soar in May Rising oil prices and the risk of delayed Fed rateIn my opinion, rate cuts have already been priced 🫠 SMCI -28% in a single day on a 7B raise. imagineBuy only Singapore blue-chip REITs ONLY during per😮💨 Hormuz actually closed?? oil only up 2.5% feelthere will not be any agreement to both Iran and UThree Cycles and Nine Periods, Li Fire; Heavenly SSpaceX prices tonight, lists tomorrow. $250B in su