MRVL just raised full-year guidance to USD 11.5B a$ABSI | BTIG 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐜𝐨𝐯𝐞𝐫𝐚𝐠𝐞 on 𝐀𝐛𝐬𝐜𝐢 with a 𝐁𝐮$SNPS | Morgan Stanley reiterates 𝐄𝐪𝐮𝐚𝐥𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐒$AFRM | Truist Securities maintains 𝐁𝐮𝐲 on 𝐀𝐟𝐟𝐢𝐫𝐦,SNOW is back. So many AI stocks are back. Do not b$Wilmar(F34.SG)Wilmar extended its sharp decline tPDD earnings was terrible and it broke the channel$WIF meme is either dead or in a massive accumulat$BMNR and $SBET have charts like meme coins 🧐😂The leaked ceasefire agreement seems to be very muSnowflake is back, the AI trade is back. However tREMEMBER - 99% of retail boasting about gains on h$TTD | Rothschild Redburn 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐓𝐡𝐞 𝐓𝐫𝐚𝐝𝐞 𝐃𝐞𝐬𝐤$Micron Tech(MU.US)is the future.. believe in AI iNgl I underestimated PDD. Everyone said China consMarvell's Record Quarter Raises a Question Nobody Is AskingSo if transaction service revenue now beats ad rev$YZJ Shipbldg SGD(BS6.SG)This is a fundamentally sThis is my humble U.S. stock holdings, mainly made$Oracle(ORCL.US)Oracle slowly grinding higher and Marvell's Record Quarter Raises a Question Nobody Is Asking$IQE Earnings + Fundraising Update: Long-term bullIs MRVL the custom silicon compounder I've been looking for?第6周-小米日记Bought MRVL back when nobody cared about custom siGenuine question — how is Marvell different from BMarvell finished up 3.5% after-hours following theA few months ago the consensus was clear: China coSold PDD in March because "China risk." Watched it$JD(JD.US)💎Doubling Down on JD.com I just picked u$BTC $ETH $SOL weak as kittens Will be interestingIf Hormuz supply risks ease materially, markets maPDD isn't just surviving a tough China macro envirBought NVDA, missed MRVL, watched both go up. At sMarvell just reported and the numbers are massive.Marvell Technology: Custom Silicon Is the Next Leg of the AI Infrast$Chasen(5NV.SG) pure manipulation, price pushed upWhen will US stocks fall?can someone explain whether transaction revenue ovFunny how people just assume hardware has to be cy$KIN(KIN.SG)Recently just bought this stock relatiIf the oil supply fears fade, I will consider addi$GLD SG(GSD.SG)I am staying defensive in this markI think the market is getting ahead of itself and $Taiwan Semiconductor(TSM.US)Recent news around TSdespite folks complaining of product quality for s93% YTD, 36x in 3.5 years What a run it’s been sinso the US struck an Iranian military base near the$Exxon Mobil(XOM.US)I believe the market is too hoayo wtf 来源: amit