piggytl
07-01

P&L (30 June 2026) WHAT A FUCKING MONTH. At least we ended it on a good note. 

$NVIDIA(NVDA)$  $Broadcom(AVGO)$  $Marvell Technology(MRVL)$  $Rocket Lab USA, Inc.(RKLB)$  $Ondas Holdings Inc.(ONDS)$ Chips, Space and Defense stocks rises once again today with Marvell Tech leading the way by being more than 5% today due to growing optimism as well as rise in price target by various analyst. Rocket Lab and Ondas Inc. rises more than 2% today as growing optimism surrounds Rocket Lab on its $8B deal on Iridium, showing how it can rival SpaceX in the Space sector. Ondas Inc continues to ride on its defense orders and Lockheed Martin deal. Lastly, Nvidia and Broadcom rises slightly today as Chip makers rebounds from losses from this month.

LOOKING FORWARD TO GREEN BULLISH JULY PLEASE! LETS GOOO [Anger]  

Modified in.07-01
Nvidia Nearly Flat on Memory Sector Rout; Has It Lost the Top Market Cap Spot?
Nvidia edged up 0.25% Tuesday, posting notable relative strength as memory and chip stocks broadly sold off. Its HBM supplier SK Hynix delivered above-consensus profits but missed revenue targets, leaving the compute supply-demand outlook open to dual interpretation; meanwhile Apple surpassed Nvidia in market capitalization as capital rotated from high-beta AI hardware into defensive assets. As the sector sells off while the leader holds firm, is this divergence a sign of institutional conviction or a calm before a catch-up decline?
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