$Marvell Tech(MRVL.US)🚀 because of Jensen! Stay inBiotech's -3% Session: A Reminder About Binary Risk in Healthcare InvestingWhen a counter goes up just because somebody mentiAround 15 years ago when my first startup failed dMRVL's core value prop: custom AI networking ASICsspaceX is at steep premium of price-to-sales 90x, Broadcom reports after close tonight with the implPANW ARR up 60% on "AI cybersecurity demand" — whaInvestors/traders are now chasing after what promiYZJ paid US$1.05B cash for 10% of Poseidon Corp. T$Meta Platforms(META.US) In late May 2026, hackersLooked at MRVL a few weeks ago, thought "networkinSpaceX IPO: Thinking Through Whether I'd Actually Buy at $135If Morningstar says SpaceX is already trading beloSTI opened higher on Wednesday, tracking the histoBroadcom tonight. $73B AI backlog. $10.7B AI revenPalo Alto Networks posting ARR growth of 60% is a MRVL makes the custom ASICs that connect GPU clustYZJ just completed the US$1.05B Poseidon stake acqS & P top 7600 points, Big tech continue to perforSpaceX IPO at $135/share targeting $75B raise. BigAVGO beats tonight and guides higher. Custom silicMarvell Technology +32%: The AI Networking Play That Just Got a Hyperscaler EndorsementMarvell Technology just surged 32% to an all-time PANW Q3 FY2026: The AI Cybersecurity Print That Validates the Entire ThesisYZJ using internal cash for US$1.05B Poseidon stakAll the excitement about the largest IPO in historMRVL is a must-own but move priced. Avoid SpaceX II will take a wait and see approach to the SpaceX $ Lion-OCBC Sec HSTECH S.SGI saw it open lower thiSpaceX targeting $75 billion in the largest tech I...and that's exactly why I'm keeping some dry powIs anyone else thinking NVDA's dominance might be With the AI infrastructure trade setting records e$Jardine C&C(C07.SG) this counter once my favoriteThere’s a €200 million penalty on $PDD(PDD.US)‘s TJensen Huang just named Marvell by name at COMPUTEWe are in one of the strongest bull markets we hav⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Islamic Republic of Iran Broadcasting (I$MRVL and $AVGO seem to be the big winners in WallAs a fun exercise, I ran a screen across small capI want to show you the power of investing. We do nThe market feels like it's played EVERY card it knThere we go. My CPO longs in Taiwan are finally stA TON OF THINGS HAPPENED IN THE STOCK MARKET TODAYSpaceX IPO at $75B but Morningstar says secondary ☕️ [Task Coins Giveaway] Daily Market Talk — Marvell Surges 32% on Jensen Huang's COMPUTEX EndorsementPANW Q3 result: revenue +31% YoY, ARR +60%. The ARYangzijiang Shipbuilding's completion of the US$1.haut haut....