Posts
News
Latest
Hot
$NVIDIA (NVDA.US)$Before shortsellers/put buyers start speculating on it, we provide clarity for our fellow followers.
To summarize, Nvidia is issuing bonds as part of financial structuring routine not because they need money for AI infrastructure as 20billion is way lower than the free cashflow 100billion that is sitting around. And they do it every 4-5 years.
This is not the same as Oracle, Google, and Meta. Don’t get misled ...
To summarize, Nvidia is issuing bonds as part of financial structuring routine not because they need money for AI infrastructure as 20billion is way lower than the free cashflow 100billion that is sitting around. And they do it every 4-5 years.
This is not the same as Oracle, Google, and Meta. Don’t get misled ...
8
1
The Market Is Watching POET. I'm Watching Who Makes the Wafers.
$POET Technologies (POET.US)$ recently disclosed that wafer supply orders from SilTerra increased 823%. From 65 wafers per month to 600 wafers per month.
x.com/POETtech/...
Now, let's be careful. This doesn't automatically mean hyperscaler contracts. It doesn't guarantee billions in revenue. It doesn't prove POET has already won the AI optics race.
But it does raise an interesting question.
Wh...
$POET Technologies (POET.US)$ recently disclosed that wafer supply orders from SilTerra increased 823%. From 65 wafers per month to 600 wafers per month.
x.com/POETtech/...
Now, let's be careful. This doesn't automatically mean hyperscaler contracts. It doesn't guarantee billions in revenue. It doesn't prove POET has already won the AI optics race.
But it does raise an interesting question.
Wh...
4
2
1
$Marvell Technology (MRVL.US)$ at 274.34 after a 55%+ five-day rally on the Jensen Computex shoutout. Pulled the ETFs tab on moomoo and there are two leveraged plays: MVLL (GraniteShares 2x long, +590.25% YTD) and MRVU (Direxion 2x bull, +695.04% YTD). Yes — those YTD numbers are real. That's what 2x exposure on a hyper-momentum AI semi name does over a year.
For traders who already own MRVL stock, these ETFs are how you size up exposu...
For traders who already own MRVL stock, these ETFs are how you size up exposu...
1
$Marvell Technology (MRVL.US)$ closed Friday at 276.61 after one of the cleanest five-day rallies I've seen all year. Pull up the GEX chart on moomoo and the asymmetry is wild: tall green call bars across multiple strikes from 270 up through 300, with the Put Wall planted right at 270. The aggregate GEX line is climbing through positive territory — meaning dealer hedging now suppresses volatility and supports dips.
The catalyst stack: Jensen's C...
The catalyst stack: Jensen's C...
2
$NVIDIA (NVDA.US)$ closed Friday at 207.48 and the GEX setup on moomoo is about as clean as it gets. Massive Call Wall and Put Wall stacked at the 200 strike, gamma flip line at 204.89. Dealers are short downside puts and long upside calls — meaning they hedge by selling rallies and buying dips. Translation: expect chop into June 12 expiry unless something breaks the regime.
Catalyst calendar this week: Senate hearing June 11 on the China q...
Catalyst calendar this week: Senate hearing June 11 on the China q...
2
MRVL Up 55% — and the Brief Is Telling You How to Manage It
Marvell at 274 Monday after one of the cleanest five-day rips of the year (Jensen "next trillion-dollar opportunity," remember?). I was about to chase. Then I opened the moomoo AI Weekly Brief and got an actual adult to talk me down.
Bullish: MA bullish alignment from Jun 4. Block trade inflows up 2,234% from the prior 3-day average — institutional money was pouring in. Bearish: Jun 5 close below MA5 (early sign the parabola is cooling)...
Marvell at 274 Monday after one of the cleanest five-day rips of the year (Jensen "next trillion-dollar opportunity," remember?). I was about to chase. Then I opened the moomoo AI Weekly Brief and got an actual adult to talk me down.
Bullish: MA bullish alignment from Jun 4. Block trade inflows up 2,234% from the prior 3-day average — institutional money was pouring in. Bearish: Jun 5 close below MA5 (early sign the parabola is cooling)...
Key Takeaways
– FOTO launched on May 29, 2026, charges a 0.75% expense ratio, and is actively managed with no underlying index.
– The fund is strict about what it owns. Holdings must derive at least 50% of revenues from photonics — a bar that rules out NVIDIA, Broadcom, and TSMC.
– It is more concentrated than EUV or SOXX. EUV mixes optical names with semiconductor equipment makers; SOXX tracks the full chip sector across roughl...
– FOTO launched on May 29, 2026, charges a 0.75% expense ratio, and is actively managed with no underlying index.
– The fund is strict about what it owns. Holdings must derive at least 50% of revenues from photonics — a bar that rules out NVIDIA, Broadcom, and TSMC.
– It is more concentrated than EUV or SOXX. EUV mixes optical names with semiconductor equipment makers; SOXX tracks the full chip sector across roughl...
38
10
54
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}