$Intel (INTC.US)$ $Marvell Technology (MRVL.US)$ $Qualcomm (QCOM.US)$ $Applied Optoelectronics (AAOI.US)$ $Roundhill Memory ETF (DRAM.US)$
If you read my article carefully, you should already know what to do yesterday.
While everyone was distracted by headlines, fear, and endless market predictions, I kept repeating the same message: Ignore the noise, stay calm, and focus on the bigger picture.
When markets get volatile, ...
If you read my article carefully, you should already know what to do yesterday.
While everyone was distracted by headlines, fear, and endless market predictions, I kept repeating the same message: Ignore the noise, stay calm, and focus on the bigger picture.
When markets get volatile, ...
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HolyMolyFatDuck
commented on
$NVIDIA (NVDA.US)$
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The weekend headlines look terrifying. If you turn on financial media, the "experts" are scrambling to predict the end of the world.
The media gets paid by your fear. Experts who sound the loudest are rarely the ones quietly buying. So before you make a single decision this week, let me share how I am thinking a...
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Join us in the group chat US & Bursa Study Group.
The weekend headlines look terrifying. If you turn on financial media, the "experts" are scrambling to predict the end of the world.
The media gets paid by your fear. Experts who sound the loudest are rarely the ones quietly buying. So before you make a single decision this week, let me share how I am thinking a...
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HolyMolyFatDuck
commented on
$Invesco QQQ Trust (QQQ.US)$
For those who viewed that data-driven caution as a joke or a premature defensive stance, the opening days of June served as a harsh reality check.
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The shift in market regime was swift, catching late-stage bulls completely off guard. The technology sector, which had been the primary engine of global equity return...
For those who viewed that data-driven caution as a joke or a premature defensive stance, the opening days of June served as a harsh reality check.
Join my group chat :
Join us in the group chat US & Bursa Study Group.
The shift in market regime was swift, catching late-stage bulls completely off guard. The technology sector, which had been the primary engine of global equity return...
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$NVIDIA (NVDA.US)$
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NVIDIA CEO Jensen Huang :
"AI's Future Isn't Just Copper"
He said the future of AI infrastructure will move well beyond traditional copper cabling, signaling a major shift toward optical interconnects and next-generation networking technologies for large-scale AI clusters. (Benefits to Marvell & AAOI /LITE )
This comment highlights Nvidia’s pus...
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Join us in the group chat US & Bursa Study Group.
NVIDIA CEO Jensen Huang :
"AI's Future Isn't Just Copper"
He said the future of AI infrastructure will move well beyond traditional copper cabling, signaling a major shift toward optical interconnects and next-generation networking technologies for large-scale AI clusters. (Benefits to Marvell & AAOI /LITE )
This comment highlights Nvidia’s pus...
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$Invesco QQQ Trust (QQQ.US)$
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For most of 2026, the game plan was easy: when stocks dipped, you bought, especially anything tied to artificial intelligence (AI). On Friday, June 5, that plan got its hardest test of the year.
Here's what happened in plain numbers:
The S&P 500 (the broad U.S. market) fell 2.64% to 7,383.74.
The Nasdaq (tech...
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Join us in the group chat US & Bursa Study Group.
For most of 2026, the game plan was easy: when stocks dipped, you bought, especially anything tied to artificial intelligence (AI). On Friday, June 5, that plan got its hardest test of the year.
Here's what happened in plain numbers:
The S&P 500 (the broad U.S. market) fell 2.64% to 7,383.74.
The Nasdaq (tech...
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$iShares Semiconductor ETF (SOXX.US)$ $Arm Holdings (ARM.US)$ $SanDisk (SNDK.US)$ $Camtek (CAMT.US)$ $Vanguard S&P 500 ETF (VOO.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ $Roundhill Memory ETF (DRAM.US)$ $iShares Semiconductor ETF (SOXX.US)$ $iShares MSCI South Korea ETF (EWY.US)$
$iShares Semiconductor ETF (SOXX.US)$ $Arm Holdings (ARM.US)$ $SanDisk (SNDK.US)$ $Camtek (CAMT.US)$ $Vanguard S&P 500 ETF (VOO.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ $Roundhill Memory ETF (DRAM.US)$ $iShares Semiconductor ETF (SOXX.US)$ $iShares MSCI South Korea ETF (EWY.US)$
3
HolyMolyFatDuck
commented on
$Applied Optoelectronics (AAOI.US)$ $Lumentum (LITE.US)$ $AXT Inc (AXTI.US)$ $Coherent (COHR.US)$ $Marvell Technology (MRVL.US)$
Serenity has been averaging up on $AAOI since around $28 and believes the stock could potentially double or even triple if management executes successfully.
His key arguments:
• Massive demand for 800G and 1.6T optical transceivers driven by AI data center buildouts.
• $AAOI is building one of the largest optical transce...
Serenity has been averaging up on $AAOI since around $28 and believes the stock could potentially double or even triple if management executes successfully.
His key arguments:
• Massive demand for 800G and 1.6T optical transceivers driven by AI data center buildouts.
• $AAOI is building one of the largest optical transce...
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$Micron Technology (MU.US)$
A SemiAnalysis note triggers an algorithmic meltdown in memory stocks.
Reports suggest that Nvidia may reduce the CPU-side SOCAMM (LPDDR5X) DRAM capacity on its mainstream Rubin NVL72 systems from ~55TB per rack to ~28TB. In response, Micron (MU) plunged up to 10% intraday, dragging down the entire memory and storage sector.
💡 This is a classic "technical misunderstanding" and an aggressive market overreaction.
🔍 The Truth: ...
A SemiAnalysis note triggers an algorithmic meltdown in memory stocks.
Reports suggest that Nvidia may reduce the CPU-side SOCAMM (LPDDR5X) DRAM capacity on its mainstream Rubin NVL72 systems from ~55TB per rack to ~28TB. In response, Micron (MU) plunged up to 10% intraday, dragging down the entire memory and storage sector.
💡 This is a classic "technical misunderstanding" and an aggressive market overreaction.
🔍 The Truth: ...
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HolyMolyFatDuck
commented on
$Marvell Technology (MRVL.US)$
Nvidia CEO Jensen Huang stated at Computex Taipei that Marvell will become the next trillion-dollar company, noting the two firms are strengthening their partnership to expand critical networking and connectivity infrastructure powering next-generation AI data centers.
$SanDisk (SNDK.US)$ $Micron Technology (MU.US)$ $Direxion Daily Technology Bull 3X Shares ETF (TECL.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ $SPDR S&P 500 ETF (SPY.US)$
Nvidia CEO Jensen Huang stated at Computex Taipei that Marvell will become the next trillion-dollar company, noting the two firms are strengthening their partnership to expand critical networking and connectivity infrastructure powering next-generation AI data centers.
$SanDisk (SNDK.US)$ $Micron Technology (MU.US)$ $Direxion Daily Technology Bull 3X Shares ETF (TECL.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ $SPDR S&P 500 ETF (SPY.US)$
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HolyMolyFatDuck
commented on
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