$Oracle(ORCL.US)Oracle's stock fell after announci📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $RBRK Rubrik Launches Agent Cloud for A$AMD | BofA Securities 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐀𝐌𝐃 to $𝟓𝟔𝟎 frThe AI IPO Rush: Decoding OpenAI's "Confidential Filing"$CRWV | Cantor Fitzgerald reiterates 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on$SPCX: OPPENHEIMER INITIATES SPACEX AT OUTPERFORM $HOOD | Needham reiterates 𝐁𝐮𝐲 on 𝐑𝐨𝐛𝐢𝐧𝐡𝐨𝐨𝐝, 𝐫𝐚𝐢𝐬𝐞$Sasseur Reit(CRPU.SG)- Rebound/Stabilisation Mome$NICE | Citizens reiterates 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐍I'm on a flight back to Taiwan.On the way there, IUber stock is currently trading at $69.19, pulling$SPCX - SPACEX IPO VALUATION BUILT ON HYPE, SAYS CMETA quietly climbing the board again. when the AIApple literally the only green on my screen today.SPCX prices tonight at 135, ~1.8 trillion. largest$OCBC Bank(O39.SG) quietly climbing while US tech $Applied Optoelectronics (AAOI.US)$ getting whackered day, green thesis. nothing about today changedbacklog jumps to 638B and people panic over capex?$CRCL | William Blair 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐂𝐢𝐫There was interesting research published called "Dfoundry story needs real margins not just headlinewith Hormuz and CPI scaring everyone off US tech, Marvell: Index Inclusion Hangover Meets a Risk-Off Tape$Broadcom(AVGO.US) held up okay vs the chip group.storage names all red today on the chip selloff. dMSFT held up better than the whole AI hardware grocalling it, TSLA catches a bid Friday when SpaceX NVDA -3.7% and people calling top again. heard tha1.8T is a wild number but the demand is undeniably$MU | Wolfe Research reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐌𝐢𝐜𝐫$INTC | BofA Securities 𝐝𝐨𝐮𝐛𝐥𝐞-𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐈𝐧𝐭𝐞𝐥 to 𝐁$DBS(D05.SG) holding up while US tech bleeds. thisoptical names like AAOI live and die on the AI netMU vs the rest of the chip group, it's the one witis MRVL a buy here or does it keep bleeding with tNVDA first to bounce when this risk-off passes, itdown 4% but this is just Iran + CPI risk-off, not held through Iran, CPI, chip crashes... a risk-offthe same crowd that chased MRVL at the highs is nofell less than the rest of the chip group today. tForget the Narrative, Read Tesla's Tape Into the SpaceX Listing🦎 IGGY CLOSING BRIEF — 11 June 2026🔔 That's the be大摩 just put a 360 target on AAPL, bull case 440, adividend yield + rate tailwind + safe-haven flows.still holding INTC for the foundry turnaround optiOracle's impressive backlog growth is being weigheAVGO still getting attention after that 35B AI finworld on fire and DBS just keeps collecting intereif MU dips toward 900 again I'm adding more, simpl