To The Moon

$Marvell Technology(MRVL)$  If I were considering MRVL today, I would wait for a pullback rather than chase the inclusion rally. Bull case: • S&P 500 inclusion creates near-term passive fund demand. • Strong exposure to AI networking and custom silicon. • Jensen Huang's endorsement has boosted investor confidence. • AI infrastructure spending remains a powerful secular tailwind. Bear case: • The stock is already trading above most analyst price targets. • S&P 500 inclusion is widely known and largely priced in. • Passive-buying events often create "buy the rumour, sell the news" setups. • Expectations have become extremely high, leaving little room for disappointment. For investors who already own MRVL, I would be inclined to hold. Fo

I see Jensen Huang’s Korea trip as a strong signal that $NVIDIA(NVDA)$ growth is increasingly tied to Korean memory suppliers $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ . His focus on next-gen systems like Vera Rubin & robotics platforms reinforces that AI scaling is now fundamentally constrained by HBM & advanced memory, putting Korea at the center of the supply chain. Between, I view SK hynix as

$Microsoft(MSFT)$ $Roundhill Magnificent Seven ETF(MAGS)$  $NVIDIA(NVDA)$  📉🌎⚡ $SPX Suffers An $824B Hit As AI Capital Begins To Rotate ⚡🌎📉 The market finally delivered a meaningful warning shot. The S&P 500 has lost more than $824B in market capitalisation today and now sits nearly -4% below the all-time highs reached on 02Jun26. What catches my attention is not the decline itself, but the changing behaviour beneath the surface. $MSFT has broken below the psychologically important $400 level for the first time since 15Apr26. Key observations: • More than $21M in short-dated single-leg puts were purchased on $MSFT today • Shares are now do

$ProShares UltraPro QQQ(TQQQ)$ $ProShares UltraPro QQQ(TQQQ)$ $ProShares UltraPro QQQ(TQQQ)$  今天的跌，將會為明天的升增添戲劇性。 堅定看好TQQQ的核心邏輯：不押個股，只信人類進步｜SQQQ為何必輸？ 投資的底層信念，我始終錨定「人類追求進步的本能」。這篇精簡文，濃縮我看好TQQQ的核心邏輯、實操策略，以及為何SQQQ註定是長期輸家。 一、核心信念：納指100，是人類科技進步的「時代門票」 人類對效率、創新的追求刻在基因裡，而納指100不是簡單的科技股指，是一套能自我更新、自我糾錯的系統——動態淘汰失敗者、納入新贏家，匯聚全球頂尖人才與資本，其成分股每股盈餘年化增長13.6%，長期走出「創新高、修正、再創新高」的上行趨勢。我買的不是單一公司，是參與人類科技進步的資格。 二、投資工具：TQQQ，信念的「三倍放大器」 TQQQ是納指100三倍槓桿ETF，並非短線投機，而是我對科技長期趨勢的堅定表态。自2010年成立以來，其平均年化回報達39.3%，過去五年累計上漲約100%，2023年單年暴漲198%，槓桿的複利效應驚人。 我清楚其風險：每日重置帶來的波動損耗、極端行情下的深度回撤（2022年暴跌79%）、0.84%的高費率，但風險與回報併存，正視風險才是成熟投資的前提。 三、投資策略：堅定信念，靈活執行 核心原則：信念不變，執行靈活。具體操作：分段吸納入場，避免一注孤擲；緊盯宏觀與市場情緒，隨勢調整

🌟🌟🌟OpenAI at USD 1 Trillion IPO -reasonably priced or bubble?  If you believe that AI is the next industrial revolution, Artificial General Intelligence or AGI is inevitable - OpenAI sits at the centre of the ecosystem, then USD 1 Trillion isn't crazy.  It is the price of owning the operating system of the future. But let's be honest.  The fears are real: valuation is running ahead of revenue, rising capex, competition from every AI company including Anthropic & open source ones like DeepSeek.  The biggest fear is what if margins collapse? A USD 1 Trillion IPO means perfection is priced in.  There is no room for missteps, no delays, no margin compression & no regulatory surprises. So bubble or reasonable? Do you believe OpenAI becomes the central intellige

The World Cup "curse" is real. But it is probably not what you think it is. The data is clear. Over past World Cup tournaments, trading volume in major stock indexes during knockout rounds fell dramatically. In the US, shares changing hands on the S&P 500 dropped more than 18% during match periods. The FTSE 100 saw a nearly 23% decline. Germany's DAX fell 33%. Markets do not crash during the World Cup. They just go quiet. And thin markets amplify volatility in both directions. The 2026 FIFA World Cup kicks off June 11 with France leading implied tournament probability at 16.2%, narrowly ahead of Spain at 16.0%, Portugal at 11.3%, and England at 10.9%. Argentina, the defending champion, sits at 8.8%. Brazil at 8.3%. But forget the football predictions. Here is where the real money moves

Read Dan's article published on 9 June 2026 for full disclaimers: https://www.linkedin.com/pulse/china-tech-back-conversation-dan-chang-c-s-%E5%BC%A0%E7%88%B5%E5%85%B4--u1rxc?utm_source=share&utm_medium=member_ios&utm_campaign=share_via The Market Moved On. Did China Tech? Markets have a habit of making yesterday's favourites look forgotten, until they aren't. Some years ago, before the clampdown by China authorities in 2021, almost every conversation seemed to revolve around China technology stocks. Alibaba, Tencent and Xiaomi were just some of the names that investors couldn't get enough of. Then the narrative changed. Regulatory concerns, slowing economic growth, property market challenges and geopolitical tensions gradually dampened sentiment towards China equities. At the same

The Wrong War Wall Street has become obsessed with a single question: can Qualcomm crack the PC market and take meaningful share from Intel and AMD? It is an understandable debate. Qualcomm's Snapdragon X Elite platform and Oryon CPU architecture have finally given the company a credible shot at breaking into a market that has historically treated ARM chips like an uninvited guest at a family barbecue. Yet I think investors are fighting the wrong war. The real question is not whether Qualcomm becomes the king of AI PCs. It is whether Qualcomm can position itself to benefit every time another AI-capable device joins the global network. That may sound less exciting than a silicon showdown, but history suggests the companies that own the roads often make more money than the companies racing o

Let's establish what actually happened first. Friday was Wall Street's worst day of the year. The Nasdaq fell 4.2% and the S&P 500 dropped 2.6% after May payrolls came in at 172,000, more than double expectations, raising the probability of a Fed rate hike and triggering the Philadelphia Semiconductor Index's largest single-session decline in months. The trigger was not an earnings miss. Not a product failure. Not a fundamental shift in AI demand. It was a jobs number that spooked rate expectations, and chip stocks happened to be the most crowded trade on the board. MU bore the brunt of it. Then Monday happened. Chip stocks rebounded sharply, led by Marvell and Micron, up almost 9% and 7% respectively. The 3x leveraged chip ETF soared 15.83%. Intel gained 11.19%. NVDA climbed after ann

$ARM Holdings(ARM)$  $ARM Holdings(ARM)$  once the war is over, I am not sure if it will remain below $500 

The market's inability to build on oversold conditions points to a fragile backdrop. For now, every failed bounce strengthens the bearish case. $S&P 500(.SPX)$ Fear is rising after an extended period of dumb money confidence, which usually precedes declines. Sentiment indicators like Fear & Greed or Smart/Dumb Money do not time turning points like price action, but they signal when to stay in defensive mode, like today. Technical bounces following a sell-off are normal, but today's bounce completely vanished, validating the bearish thesis. Not even the daily level of $7,431 posted last night for everyone subscribed was recovered. The chart remains bearish and suggests a continuation lower. 😍 Been eyeing Tiger merch but short on Tiger Coins

Called the destination. Price delivered. $S&P 500(.SPX)$ rejected the Daily FVG, declined straight into the Weekly FVG support, bounced. No clean 5-wave decline → bullish WXY confirmed off the low. Near-term: up. Target is the Daily FVG resistance at 7467–7516. I expect it to reject there again. But until then, dips get bought. $SPX into the Weekly FVG exactly where the room was told to look. Morning call: bearish WXY, SMT at the high, next leg down to 7330–7272. Price hit it. Members banked it. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!