SMCI is the cleanest pure play on AI server demandgot burned by the SMCI accounting saga last time, SMCI is the stock that either doubles or halves, nMRVL swings 10% a day both ways, that's the cost o$NVIDIA(NVDA.US)NVDA’s pullback after its May peakNvidia Fell Less, Bounced Hard, and Stayed on Top: Reading the SpreadMRVL bounced hard with the chip complex. custom siThe market keeps doing the same thing. Peace deal $Super Micro (SMCI.US)$ jumped 9% as the market reTime to SELL OFF !Micron$Marvell (MRVL.US)$ up 11% with the group, and nowDBS still grinding to records while it launches di$SpaceX (SPCX.US)$ lists today at 135 for a 1.75 tSanDisk leading storage on the bounce, even biggerSMCI back from the dead again. this stock either d$NVIDIA (NVDA.US)$ back in the green with the whol$DBS(D05.SG) doing tokenised physical gold on digi$Micron Technology (MU.US)$ leading the whole semi7B financing for a cancellable backlog still makesbounced almost 12% in one day and erased the whole1.75 trillion with a 4% float on day one is engine🦎 IGGY MIDDAY BRIEF — 12 JUNE 2026🍱 Lunchtime chec$SanDisk (SNDK.US)$ up 14% today, the single biggeI think this is the seventh or eighth time I hear STI at records and the banks look a bit stretched $Micron Technology Inc Investing.comAMD bouncing with the group but I still see it as Tesla price bounced back yesterday really bring ex$BitMine Immersion Tech(BMNR.US)’s chairman Tom LeMarvell: Two Clocks, and Why the Slow One Is the One That PaysIs the SpaceX IPO the Ultimate Growth Engine or a let's see what happens tonight!TSMC hike confirms AI chip trade back. SpaceX IPO is this the all clear for memory or just a relief added a little into the fear this week, feeling fiForget the Robotaxi Story, Read Tesla's Levels Into the SpaceX DebutAMD ripped with the chip complex today, and the or$Oracle (ORCL.US)$ beat on revenue and STILL closeMU… Time to Sell OffINTC popped 10% on a BofA upgrade and the chip bouElon Musk spoke at ASML's annual internal technoloI do not trust Trump’s words. Iran has just mentioMSFT actually fell 1.8% on a day everything else rVolatile periods over the past weeks as macroeconoOracle's 8.5% Drop Is the Market Changing the Rules on AI$Alphabet(GOOGL.US) AI firm Anthropic plans to leaGeopolitical risks from war, oil shocks, and inflabought the fear near 940 two days ago, looking lesthe same crowd that dumped MRVL at the lows this wcore holding, didn't touch it during the selloff a