Understanding 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 strengtMRVL volatile af but I'm holding for the interconnmy friend keeps shorting TSLA every week and everyred day for memory and my portfolio looking like 📉SNDK re-rates higher as the storage supercycle stoINTC 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 expo