The recent Marvell Technology (MRVL) sell-off is actually a useful lesson for beginners: a company can report excellent growth and still see its stock fall. Marvell reported Q2 FY2027 revenue of $2.739 billion, up 37% year over year, while data-center revenue grew 46%. It also raised its FY2027 revenue outlook to about $12 billion and FY2028 to about $18 billion. So, when investing in semiconductor and AI-hardware stocks, don’t simply ask “Are earnings good?” You also need to ask: What is the company selling, who are its customers, how fast is demand growing, what are margins doing, and how much growth is already priced into the stock? ⸻ 🔥 1. First: What Exactly Does Marvell Do? Think of Marvell as a company that provides the infrastructure behind AI data centers. It isn’t primarily sellin

$NVDA 20270115 220.0 PUT$ Bought back some profit 

$NVDA 20270115 220.0 PUT$ Sold first 

$NVDA 20270115 220.0 PUT$ Bought back earn some 

$NVDA 20270115 220.0 PUT$ Sold first 

$NVDA 20261218 210.0 PUT$ Took profit $NVDA 20261218 210.0 PUT$  Take $200 off the table first 

$KWEB 20261016 25.0 PUT$ Sold a put option as kweb near its support at 26 

The market had been pricing in liquidity, lower rates and a friendly Fed. Then Jackson Hole changed the story. 😳📊 Kevin Warsh’s hawkish tone pushed investors to reconsider the path of interest rates, sending yields higher and putting pressure on risk assets. But here’s the important part: Friday’s sell-off does NOT automatically mean the bull market is over. 🐂📈 The bigger question is which stocks are actually vulnerable to higher rates — and which ones can continue performing because their fundamentals are strong. ⸻ 🏦 1. Jackson Hole Changed the Market Narrative Going into Friday, investors were positioned for a relatively supportive Federal Reserve. 📈💰 Stocks, gold and Bitcoin had all been moving higher together, which suggested that investors were betting on easier financial conditions a

🚀 A New Chapter Begins at Apple Apple is approaching one of the biggest product changes in its history. John Ternus is set to become Apple’s CEO on September 1, with Tim Cook moving into the role of executive chairman after 15 years leading the company. Just eight days later, Apple is expected to hold its September 9 keynote — potentially introducing its first-ever foldable iPhone. 📱🔥 The rumored device could feature a book-style design, with an approximately 5.5-inch outer display opening into a much larger 7.8-inch inner screen. Reports have suggested a price potentially starting around $2,000, with premium configurations potentially reaching $2,500. Importantly, Apple has not officially confirmed these specifications, so investors should treat them as expectations rather than facts. ⚠️

$OCBC Bank(O39.SI)$   Won 

$PLTR 20271217 280.0 PUT$  win 

📊 Alibaba’s latest quarter shows a fascinating contradiction: the business is growing, especially in Cloud and AI, but the cost of that growth is becoming increasingly visible in earnings and cash flow. 🚀 Revenue Growth Is Still Real Alibaba’s August 2026 quarter, FY27 Q1, delivered revenue of approximately CN¥268.95bn, representing 8.6% year-over-year growth and slightly beating expectations. 📈 The biggest highlight was Cloud & AI Compute Services, which generated around CN¥48.4bn, up roughly 45% YoY. ☁️🤖 This was one of the strongest growth rates Alibaba’s cloud business has delivered in years and reinforces the argument that AI computing demand is becoming an increasingly important growth engine. However, investors need to look beyond the revenue headline. 👀 While sales are accelera

$NVIDIA(NVDA)$ NVIDIA For me, NVIDIA was the hottest stock when I started investing. 🚀 It was already becoming a major name in semiconductors, but the real excitement was the potential of AI. I was fascinated by how NVIDIA’s GPUs were becoming the backbone of AI, data centres and accelerated computing. Looking back, it was a great reminder that investing isn’t just about following what is popular — it’s about understanding why a company is growing and whether that growth can continue. 📈💚 @AI_FocusedTrader @武松打的老虎 @HiroTrader @Shern

Beginner guide to why even good news market drops  ConclusionDespite supportive headlines—President Trump’s remarks about reduced tariffs on Canada and the Federal Reserve’s signal of more easing for corporate buybacks—Nasdaq declined today. The primary driver was profit-taking in mega-cap technology shares after a sharp rally, compounded by lingering inflation data and quarterly options expiration (quad witching) volatility. The positive macro headlines were largely priced in, while traders focused on stretched valuations and rising Treasury yields. Key Information Factor Detail Nasdaq Composite Fell ~1.2% intraday (approx. 180 points) as of 2:30 PM ET Mega-cap drag Nvidia (-2.4%), Microsoft (-1.8%), Apple (-1.5%) collectively shaved ~90 points off the index Treasury yields 10-year y

$NVDA 20261218 210.0 PUT$ Sold another should have qued to sell at 14 or mroe 

$NVDA 20270115 220.0 PUT$ Bought back earn another meal 

$NVDA 20270115 220.0 PUT$ Sold 

$NVDA 20270115 220.0 PUT$ Bought