$Advanced Micro Devices (AMD.US)$ Why not wait for some consolidation before selling off?

$Marvell Technology (MRVL.US)$ With such a high P/E ratio, everyone should be cautious

$Microsoft (MSFT.US)$ 360, please pick me up—thank you

$Meta Platforms (META.US)$ With the Magnificent Seven taking turns to hit new highs, it’s got to be your turn by now

$Microsoft (MSFT.US)$ I’ll come back again if it returns to around 356

$Meta Platforms (META.US)$ It's already at the support level—the support here is very strong

$Microsoft (MSFT.US)$ It should be able to fall back below 400

The market is positioning for SPCX as a celebratory event. The largest IPO in US history — $50–75B raise at a $1.75–2.0T valuation, mid-June listing, an inevitable $Invesco QQQ Trust (QQQ.US)$ inclusion behind it — is being priced as if it trades in its own bubble, with the rest of the book grinding higher alongside. That assumption is the one to challenge. SPCX arrives as a liquidity shock on a market $560B ...

$Microsoft (MSFT.US)$ There’s trapped supply overhead, and the market is also undergoing a shakeout. The area around 470 will likely be a vacuum zone.