INTC small position, holding for the foundry optioMSFT held up on a red tape, 558 trading users stilNVDA the first to recover when this risk-off passeif this 12.5% US tariff actually lands, which SG eMRVL gave back a chunk today but it's in the S&P 5bought MU near the top last week and now down almo$394 low then back to $408 close, intraday whiplasAAOI -14%, LITE -8%, COHR -11%, whole optical groubiggest private financing ever, 35B, covering 20GWNVDA only down 1.2% while MRVL dropped 9.6%. when SNDK pulled back with the group today but honestlyINTC still holding up after that Google TPU foundrMRVL -9.6%, MU -4%, the whole AI silicon group dereveryone panic selling MU today while the HBM ordeSpaceX Friday listing pumps the whole Musk basket Apple's big AI moment is... renting Google's modeleveryone wants SpaceX shares Friday but the momentNVDA core holding, not trading it. the CPO delay dIndia just paused Starlink approval over security tariff noise comes and goes. DBS still pays my divcalling it, MU reclaims the highs within two weeksMRVL down 9.6% in a day after all that "next trillTSLA basically flat on a red Nasdaq day while chipholding ORCL into earnings tonight, risky? the cloNAND pricing turning and SNDK is the cleanest expooptical names down double digits, NVDA shrugs, andINTC ran huge YTD on the foundry story. is the Goonot selling a single share. memory cycle is multi MSFT barely moved while chips bled. the boring megAAOI down 14% on one Semi Analysis report about CPMRVL dip is the gift. it joined S&P, Huang called 2790 orders on TSLA today, highest of any name on AVGO teaming with Apollo and Blackstone on a 35 biNVDA's networking SVP literally said no CPO shipmeWWDC reaction muted, AAPL didn't pop. market wantedown 4% but volume not screaming capitulation. looSTI down 1.15% to 4,966 on the tariff threat + Irais SNDK the cheaper way to play the storage cycle INTC page views 697 UV on the board, retail attentdown 9% on MRVL today, this is what I get for chaswith SpaceX listing Friday and robotaxi ramping, iNVDA down 1% and people acting like it's the end. The cleanest read on NVDA today is the spread. It screenshot this, MRVL fills today's gap back up wiheld TSLA through worse than one red sector day laThe market is offering investors a choice: $SPY $SSpaceX subscriptions hit $250 billion. That's 4x t☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX Subscriptions Hit $250BAI server maker Gigabyte will begin shipping Nvidi📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $META Meta Partners With Reliance on AI