Got back into $ASTS ahead of teh $SPCX IPO I'm expGOOGL basically flat while everything else swung wAfter Trump canceled the planned strike on Iran anis SanDisk the higher-beta way to play storage vs retail treating the whole Musk universe as one traIntel Up 10%: Real Bounce, or Just the Lowest-Quality Name Ripping Hardest?custom AI silicon plus interconnect demand isn't gcontracts backlog is exploding though. if even hal$Thomson Medical(A50.SG)when going to climb wait umemory supercycle thesis intact. one Iran headlinefunny seeing MSFT red while the whole market is grThe Most Expensive IPO Ever: Musk Left Three Hidden CatchesSpaceX lists today and TSLA is the only liquid waygenuine q for the bears, if TSMC can raise prices Taiwan’s top chip fab builder, United Integrated SAMD riding the semis bounce and the TSMC pricing r$SIVERS SEMICONDUCTORS AB(SIVEF.US) has been seriois GOOGL the forgotten Mag7 name right now? everyoNVDA ripped with semis today. the people who panicReading the Micron Bounce Through the Tape, Not the MoodAlphabet just sitting there around 348 doing nothianyone else just holding TSLA as a proxy until you9988 quietly building out instant commerce while eTSMC hiking 3nm prices 15% is bad for NVDA marginsINTC ripping with the group, but it's the lowest qMU green again but I'm not chasing the bounce. letnot worried about one red day on MSFT. Azure plus calling it, TSLA catches a bid today as SpaceX lisis MRVL a buy on this bounce or does it round tripcancellable backlog, thin margins, and serial dilu$Super Micro (SMCI.US)$ popped 9% because the markIt is good to hear that supply is still limited fodoes the 7B actually lock in the orders, or is it MSFT good time to buy , forward PE consider low fothis 7B raise is to fund AI server orders they alrSell or not?SMCI is the cleanest pure play on AI server demandgot burned by the SMCI accounting saga last time, SMCI is the stock that either doubles or halves, nMRVL swings 10% a day both ways, that's the cost o$NVIDIA(NVDA.US)NVDA’s pullback after its May peakNvidia Fell Less, Bounced Hard, and Stayed on Top: Reading the SpreadMRVL bounced hard with the chip complex. custom siThe market keeps doing the same thing. Peace deal $Super Micro (SMCI.US)$ jumped 9% as the market reTime to SELL OFF !Micron$Marvell (MRVL.US)$ up 11% with the group, and nowDBS still grinding to records while it launches di$SpaceX (SPCX.US)$ lists today at 135 for a 1.75 tSanDisk leading storage on the bounce, even bigger