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.

$CoreWeave, Inc.(CRWV)$  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.

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?

$WF International(WXM)$  Scarily low volume now. A total lack of interest. Clearly the meme crowd have abandoned this ship. Best not to be holding any shares of this company unless they have a terrific turnaround story.

‌ G‌oogle has just joined Nvidia in taking a big stake in Marvell. I see this may happen with CRWV as well. It makes sense for the other mega AI players to take positions in AI infrastructure plays.

So was today another God-sent or the start of the meltdown some was calling for?  What do you guys think? Shall we ear-mark today and all the comments and revisit next week? Possibly mid-week?  Why mid-week? Because the was the time when stocks rallied to another record high after a brutal sell-off the week before.

$CoreWeave, Inc.(CRWV)$  About time. The rocket is igniting now. It was just too odd when every AI stock was flying but CRWV was going the other way. 

Is the AI boom the new Internet Bubble? When you ask this question, do remember one bery important thing. The Internet did not die. In fact, almost everyone in the world now uses the internet in one way or another. The bubble killed off the "pretend" internet stocks. The real ones like Amazon is still around. In fact, Amazon is now one of the largest companies in the worldAnd as for AI, it is true. AI is the new "Internet". Because very very soon, everyone in the world will be using it.  Another analogy, think mobile phones. Where was mobile phone in the 90's? Very few individuals were able to have one. Where is mobile phone now? Even beggars in Chinese cities carry one. AI Bubble? I want in now! Before they foam into an ocean of bubbles that are too expensive to get into. But listen

$CoreWeave, Inc.(CRWV)$  The only negative that I am seeing from the latest financial report is the debt and the interest costs. All others from revenue to margins to EBIT has rocketed out of the park. On the fear of Debts and interest, I believe Jensen Huang's Mega-Finance Pac he has created is the solution. And his partners are really the who's-who in mega-finance right now. And just look at Nvidia's own commitment to CRWV. Read the following:- "Existing Footprint: From CoreWeave to a $500 Billion Industrial Fund NVIDIA's presence in the neo-cloud space has been established for some time. According to the Morgan Stanley report, since investing in CoreWeave in 2023, NVIDIA has extended this strategy to several other cloud providers. It