SpaceX IPO week is here and people are sleeping onWhat "should I subscribe at 135" actually meansAVGO down about 15% on a beat is the whole story. Dow record, Nasdaq red, finance feed screaming ROTeveryone keeps saying rotate into value but the DoI hold a chunk of the Mag7 and watched money walk $Redwire(RDW.US) 🚀🍓RDW has been a volatile but intThursday produced a notable divergence: the Dow clSTI broke 5,100 but it is basically DBS, OCBC, UOB135 for SpaceX at a 1.75 trillion valuation when M$Redwire(RDW.US)RDW has been one of the more interhonest question, are you actually rotating or justA Record Headline, Weaker InternalsBroadcom Crashed 15% on a Beat. Is It a Buy?a company growing AI revenue triple digits drops 1Broadcom's roughly 15% drop on strong numbers is aSTI at records, my bank shares green, dividends stmy entire feed went from crypto experts last week Dow up 1.7% to a record, Nasdaq down, semis off 2.Long $Nokia Oyj(NOK.US) !! Keep holding!in this uncertainty world of war and high oil pricBTC drop is the start of something sinister. OtherPROPNEXWhat attracted me to the company is its str$SingTel(Z74.SG)Singtel continues to trade in a tiRotation from AI to value looks healthy, not a craDow record while Nasdaq, chips and crypto fall is held AVGO through the print again like a clown 🤡 gthink we get one more flush before this stabilizesThe stock market is finally correcting and reflectSpaceX listing June 12 at 135, can us retail even MRVL up 54% in a week is insane, I trimmed some, lStay tuned for my WWDC, iOS 27 and Siri preview to$Vertiv(VRT.US)The board declared a quarterly divimarket hit a record and somehow it still feels likis crypto just trading as a high beta tech proxy ncalling it, AVGO bounces once the rotation cools, The pullback in the AI sector is a welcome breatheNASA ETF pulled in 2 billion in May and I own exacmemory names red today but I am not flinching, theSpaceX IPO Nears: Is the Capex Story Bigger Than t📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Switch, a data-center developer, is in NFP tonight, FOMC tomorrow, new Fed chair. I am doBTC at a three month low with the longest losing sbeat the quarter and guided a record and STILL dowOver $200 billion has been wiped from the crypto mcalling it, SPCX opens well above 135 on pure retathis chip sell off is healthy, prices need to stoois the optical and storage pullback the AI trade tThe divergence between a record-high Dow and weaknOptical and storage names just pulled back hard, a