To The Moon

$Marvell Technology(MRVL)$   Caution. This market is super volatile and there are more and more voices warning of a bubble.  I will be long in the longer termsl for MRVL. But this does not mean it goes on a straight up trajectory.  But also, look at the mega picture. Valuations for the industry is at record FOMO territory. Any sign of trouble, never wrong to play safe and take money off the table.  Please do not get into a FOMO mode yourself. Adopt a safe strategy less it becomes a trajedy.

Just who is selling these Bear calls? Do they know something we don't?

$SK hynix(SKHY)$  Stay clear. KOSPI is crashing again.

Japan and the US are in panic mode.  The Japanese are facing a total erosion of their economy. The US, Japan is the highest holder of US treasuries ever since China exited much of their holdings of treasuries (courtesy of Donald Trump).  But the serious implication is if this does not work, US treasury yields will explode. Sucking up cash from the stock markets.  Not a good position right now.

Utter bull-shit. Trump is the one who is more desperate for this conflict to end. The US are tunning out of resources to sustain the war. The irony is the only thing this reckless war has done is to embolden Iran. They now know the pain points for the US and the world.

Trumpnis getting increasingly desperate and delusional. His behaviour Is alarmingly similar to that if Adolf Hitler at the second half of WW2.  Constantly he keeps saying Iran is caving in and they are having friendly talks only for Iran to tesponse with more attacks.  Clearly, Donald Trump is losing it.  And this week, he again backed out of supporting Ukraine with supplies on new weapons. Two things you can get out of this. 1) He is hoping to become "friendly" again with Putin to stop Russia from supporting Iran. 2) The US are really running low on weapons. Trump big concern is not about Iran. It is about the coming mid-term election.  Same thing for Nethanyahu. On Israels case, they need distraction from the war with Iran. Peace hurts the present regime.  What d

$Marvell Technology(MRVL)$   Some dramatic reversal is being detected now. From above $196 to below $193 in a few minutes. Is the because Asian traders are waking up and does this mean players taking profit and cashing out before the weekend? Possibly so.

$Marvell Technology(MRVL)$   Spectacular recovery today. But for no special reasons other than tech stocks experiencing a u-turn after the great panic. And the fact is the big capex spend which started the panic, is today also the reason for the fomo movement. You saw this with Meta's collapse. And you see this now with the Amazon rally. This market is super fickle. Please be aware that there is very little rationale driving it. It is heavily based on sentiments these days. I will be completely expecting another u-turn at the drop of any news or rumour. Take great care.

Well, that sort of confirms how desperate Trump is when he claimed the US had "very friendly" talks with Iran. Iran is sending their love with missiles. Trump is trapped. Running out of money and the war is draining the US treasury dry. And he is also needing a win for the Republicans in the mid-term elections in less than 100 days. 

$Marvell Technology(MRVL)$   Crap. Looks like the AI valuation poop is still running bad. Ouch. Hurt is going to last a while more. Now with news that Iran answered Trump's claim of "friendly" talks with a missile strike, I guess Iran is saying they will not settle for anything other than a total humiliation for the US. Take cover. Stick with cash for now.