holding ORCL into earnings tonight and a bit nervoORCL tonight. the 553B backlog is the whole game, In the short term, $PDD(PDD.US)faces challenges duOracle quietly turned into an AI infra play. tonigBroadcom Just Became a Bank for the AI BuildoutFor Broadcom this reinforces its role as an AI inflargest private financing ever, 35B, just to buildIndia froze Starlink approval days before the IPO,$Xiaomi 5xLongSG271216(NHRW.SG)I just opened a spewhole chip group red on Iran plus CPO noise. nothiIf OpenAI, Anthropic and SpaceX All List, How Should Capital Be Split?This looks less like an immediate earnings shock aSince the Trump administration weaponises trade anI have already mentioned the risks in the markets Iran and US have officially started attacks on eacIndia’s decision to halt Starlink could set a precTesla Held 408 While Chips Got Wrecked. That's the Whole Story TodayMarvell Fell 10% Today, and That's Exactly What Should Have HappenedBroadcom Just Became a Bank for the AI BuildoutOracle Reports Tonight: Forget EPS, Watch the BacklogApple's AI Moment Is Renting Google's Brain. Does That Matter?Forget the Tesla Narrative for a Second and Just Read the ChartWhy Nvidia's 1% Dip Tells You More Than Marvell's 10% DropSanDisk or Micron? How I Think About Storage ExposureNvidia's Best Day Was a Day It Barely MovedTwo Quiet Singapore Moves That Matter More Than Today's Red TapeMarvell's 10% Drop in Context: Hype, Index Flows, and a Risk-Off DayI'm Not Touching My Micron Today, and Here's the Boring Reason WhyMicron's 4% Drop Is Sector Beta, Not a Broken ThesisUnderstanding the Intel Foundry Story Without the HypeORCL reports tonight after close. with that 553B bon risk-off days MSFT is where money hides. relatiMU still top of the trading + page views board eveNVDA says no CPO delays, Semi Analysis says there the same people who FOMO'd MRVL at +32% are now paNVDA most traded and most posted name on the wholenot touching my TSLA. robotaxi optionality is freeadding on this dip. when the strongest name in theAVGO setting up a 35B credit vehicle for AI buildoSNDK jumped up the board today, NAND pure play getimagine telling 2025 me that INTC would be the fouis MRVL down 9% because of fundamentals or just bewhole AI complex red and NVDA barely moves, kinda flat day for TSLA is actually a win when everythinUS proposing a 12.5% tariff on Singapore over "forgenuine question, is this MU dip about Iran risk oso Siri is basically running on Google Gemini now?SpaceX IPO oversubscribed nearly 4x, demand near 2ORCL jumped up the attention board into its print,NVDA -1.16% vs sector -5 to -10%. relative strengt