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 Five-Day Win Streak as AMD Drops 7% — Is Chips Picking Sides?
Nvidia +3.43% Wednesday, touching $222 intraday — its best level since June 3 — with market cap near $5.8 trillion and a fifth straight advance. AMD fell 7.04% on earnings the same session and pulled the Philadelphia Semiconductor Index down with it. That gap reads as rotation rather than cooling: money isn't leaving AI, it's concentrating into the names with the clearest moat and the most visible earnings. SpaceX picking Nvidia is one more demand data point. Certainty, or leverage?
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