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Donald Trump may have to place Kevin Walsh under arrest now. Before he makes any decision....
Fed Chief Warsh Faces Impending Clash With Trump Over Interest Rate Decision
It is not surprising to see this happen today. After Anthropic CEO, and supported by Musk AND Altman, saying that we need to slow down AI development. I mean, both Musk and Altman agreeing on something? Seriously? What this may mean is the hypers will pause investments, meaning give less CAPEX buys. And this will hit those stocks which supply into this trade hugely. Especially as valuations are all the way past the moon already. Wednesday may be the nail that seals it. And September may turn out to be another bear month.
Movement Alert｜Marvell Technology Declines 3.43% Overnight, Trading at $226.9
This is the part I am payong most attention to right now. "a 5% yield on the 10-year Treasury note BX:TMUBMUSD10Y could tip the tide into a selloff." This is something we need to be aware of. The big money institution favors protection and returns as much as possible even as they love profit. A 5% treasury yield is guaranteed by the US Government. This have the potential to suck up liquidity from the markets big time. And let's not forget the US is busy raising cash to save the Japanese ¥. As well as fund their Iran quagmire.
The Fed Could Raise Interest Rates Three Times. Here's Where the Market Could Face the Stiffest Test.
Dario Amodei's call to slowdown in AI development. This is a alarming response to recent warning from a former Anthropic employee's whistle blow about the disregard to safety by the hyperdevelopers. And what was even more shocking was Elon Musl chimed in and agreed too. What does this mean for the AI bull run? Will it lead to a slowdown in investment to allow AI movement to catch a breathe? And if so, will it impact the growth forecast already built into the valuation of all these AI related companies? The real bearish signal would be announcements from hyperscalers such as Microsoft, Amazon, Google or Meta cutting AI infrastructure budgets. For MRVL and CRWV in particular, that distinction is important because their valuations are much more sensitive to expectations of continue
Us-Iran War Spreading. Besides Lebanon and Yemen, there Is now a new article from the WSJ that China helped Iran with the provision of satellite intelligence. Whether this is true or not, it may prompt Trump to create another situation to divert attention from his coming mid-term election disaster. This is especially as we see a gathering of the anti-US tariff victims in India right now. India, China, Russia, Brazil. And I will not be surprised to see Canada and some European countries apply to join. The UK too. Now that Trump is stirring up shit in Ireland. The
Larry probably feels his planned sale would probably tank the share price even more. But with Fed rate hikes expected, we are not sure this can help. Whatever the case, the sale would hurt the value of his remaining holding.
Larry Ellison Cancels Plan to Sell Oracle Stock
$Oracle(ORCL)$ If recent histories can be believed, (post-results for Nvidia, MRVL, etc.), it may very well be we will see selling on ORCL later. Let's see if ORCL will break the trend.
Why would you be disappointed? It's long known that the US treasury have been in deficit for a long time. If your cash flow is negative, where would be able to raise capital to buy back debts? Only way is to raise even more debts to bay back old debts. Hang on. Isn't this also a ponzi?
US 10-Year Treasury Yields Reaches Their Highest Levels Since 2023
Like NVDA and MRVL, and also CRWV, AVGO is now in a state where the valuation ramp-up is getting more and more scrutinised. The very real fear is the amount of cash investments to bring the AI theme into real profitability is really way over. Why Jensen Huang and his party of funders are talking up with a promised capitalisation of 0.5 trillion, is they know this. Everything hinges on the operating AI models out there actually turning real profit. So far, no AI business has done this. And the real fear is it seems that the only way to get this profitable is to throw even more money into it. It's like that old joke about some businesses which never see daylights. How do you become a millionaire dealing in these? You first need to be a billionair.
Broadcom's AI Revenue Grew 221% — and It's Still the "Frustrating" AI Laggard
$CoreWeave, Inc.(CRWV)$ Cyclical behaviour. Match CRWV together with MRVL. Both are linked to NVDA. Both have investments from Jensen Huang. Both closely associated with the AI story. So why is one going rocket blast and the other tanking after a short rally? It's the crowd. The herd being led by the big boys. Rule number one. When it has rallied above 3% in one day, it's too late to join in. The risk of pull back is very very high.
With inflation data coming up at the end of the week, I expect there will be some pullback from here. Traders these days don't hold positions very long and with MRVL recently hitting record high, not unwise to play safe at this point.
Hang on. Didn't Najib Razak say the same thing...?
Trump Says He's Made "Hundreds of Billions" on Stocks, But Not for Himself: "I Do This for Our Country"
Straits of Trump war is escalating. Looks like conflict beibg notched up again. Perhaps it is a good thing the market is not open on Monday?
$Marvell Technology(MRVL)$ Patience and discipline is needed in this highly volatile market. Stick to convictions based on fundamentals. And facts. Marvell's results are beyond high expectations. And big players are sticking to big expectations in the years ahead. Patiences and discipline and conviction.
Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more. Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more. If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?
Marvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'
$CoreWeave, Inc.(CRWV)$ I think CRWV is being dragged down by MRVL's price dump happening now. Even with great results, MRVL is crashing. This is worrying as it may mean the market has too high an expectation and prices have gone past real values right now for many second line counters.
$Marvell Technology(MRVL)$ With such good results, share price still collapses. The market may really be over-valuing many stocks now. Ouch.
NVDA, stellar results, superb forecast, super cash generation. And a forward PE of less than $20/1. Everything you can hope for in a company you are looking to invest in. And with them evolving into a Super Financial Powerhouse fueling the Ai growth, the future is looking really bright. For NVDA and all the companies that Jensen has taken significant stakes in. Namely, Marvell, Coreweave, etc. For me, look at the NVDA universe and look at related names which have been lagging. AND spread your stakes out. Not everything into one name. Good luck all.
Crooks of a feather, flocks together.....
Crypto Daily | Trump Family Token's Largest Investor Charged; August Bitcoin ETF Net Inflows Hit Yearly High
NVIDIA Results This is going to be the event if the season. Everyone will have their eyes on this tomorrow. If Jensen is going go announce solid results, Nvidia may be the tide to lift all ships on the AI ocean. And with the very ambitious formation of the megapack of funds coming together to support AI infrastructure projects, Jensen may be hinting it will be very good results coming up. Otherwise, why get his group of partners to commit so much into AI?
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