BTC drop is the start of something sinister. OtherPROPNEXWhat attracted me to the company is its str$SingTel(Z74.SG)Singtel continues to trade in a tiRotation from AI to value looks healthy, not a craDow record while Nasdaq, chips and crypto fall is held AVGO through the print again like a clown 🤡 gthink we get one more flush before this stabilizesThe stock market is finally correcting and reflectSpaceX listing June 12 at 135, can us retail even MRVL up 54% in a week is insane, I trimmed some, lStay tuned for my WWDC, iOS 27 and Siri preview to$Vertiv(VRT.US)The board declared a quarterly divimarket hit a record and somehow it still feels likis crypto just trading as a high beta tech proxy ncalling it, AVGO bounces once the rotation cools, The pullback in the AI sector is a welcome breatheNASA ETF pulled in 2 billion in May and I own exacmemory names red today but I am not flinching, theSpaceX IPO Nears: Is the Capex Story Bigger Than t📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Switch, a data-center developer, is in NFP tonight, FOMC tomorrow, new Fed chair. I am doBTC at a three month low with the longest losing sbeat the quarter and guided a record and STILL dowOver $200 billion has been wiped from the crypto mcalling it, SPCX opens well above 135 on pure retathis chip sell off is healthy, prices need to stoois the optical and storage pullback the AI trade tThe divergence between a record-high Dow and weaknOptical and storage names just pulled back hard, atwo things stand out, BCRED gating redemptions andStarted a small position to test out the user intebought the dip, then it dipped again, then again 🫠Broadcom (AVGO) officially closed down approximategenuine q, if a beat-and-raise gets sold 12%, whatWar on Iran, it enter 4th months, both side keep gSemiconductor stocks continue benefiting from strosuddenly everyone on my feed is a rocket scientistNine US trade associations sent a memory chip suppbought optical at the top yesterday and today the Something worth understanding happened this week. Does anyone else think these AI job cuts mentionedThe Dow Made a Record. The Internals Told a Different Story.I love seeing this healthy rotation into financialAI compute demand isn't slowing down, and neither if layoffs are rising and small biz hiring is at aDow at ATH while semis dump is giving me whiplash every "AI chip is bulletproof" guy very quiet todanot selling my core, seen worse drawdowns, just noTSMC’s visibility extends to 2030, the reason for Goldman says SpaceX capex hits 360 billion by 2028