P&L (21 July 2026) Incredible... Just Incredible. Today's session was another reminder that patience, conviction, and disciplined execution pay off. AI infrastructure continues to dominate the market narrative, with $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Taiwan Semiconductor Manufacturing(TSM)$ , and $Marvell Technology(MRVL)$ leading the charge as demand for high-performance chips and networking solutions remains exceptionally strong. At the same time, $Rocket Lab USA, Inc.(RKLB)$ continued to build momentum on growing confidence in the comme

$NVIDIA(NVDA)$  $Broadcom(AVGO)$  $Marvell Technology(MRVL)$  $Rocket Lab USA, Inc.(RKLB)$  $Ondas Holdings Inc.(ONDS)$ TOUGH MONTH FOR JUNE as Chips, Tech, Space and Defense sectors face MASSIVE sell-off and profit taking especially this week. From a 28% ROR to now a -1.89% ROR. MY FIRST TEST IN THE STOCK MARKET at the age of 18... 

$Marvell Technology(MRVL)$  I was really lucky to get in on Marvell Technology at $198. I will most likely hold this piece of 💎 for as long as I live. Definitely buying more in the future once price dips. THE NEXT TRILLION DOLLAR COMPANY 🤩

P&L (25 June 2026) Am disappointed? Sure... Did I expect this? Not really... Not this magnitude. Am I STILL optimistic? FUCK YES. Chips, Space and Defense stock continues to drop but I have one thing that will never drop... Optimism. I am currently 18 years old, TIME IS MY LEVERAGE. $NVIDIA(NVDA)$  $Broadcom(AVGO)$  $Marvell Technology(MRVL)$  $Rocket Lab USA, Inc.(RKLB)$  $Ondas Holdings Inc.(ONDS)$ STRONG FUNDAMENTALS, BACKLOG, CONTRACTS, PARTNERSHIPS AND MORE (I CAN GO ON AND ON). RESEARCH AFTER RESEARCH I HAVE DONE FOR THESE

P&L (1 July 2026) Why is Nvidia not performing well so far this year despite it being the leader in AI chips, more profitable than Micron, being the engine of AI etc. The reason why its not doing well is because of the expection we demand from it, far more than its compeititors like Micron, where simply beating earnings estimates is no longer enough to move the needle. Because Nvidia experienced such an astronomical run over the past few years, its stock entered 2026 "priced for perfection." While competitors like Micron are heavily rewarded for steady cyclical growth, Nvidia is graded on a near-impossible scale. Even when it posts record-breaking revenue—such as its massive Q1 fiscal 2027 earnings—the stock has traded relatively flat because the market has already baked years of futur

P&L (17 July 2026) Looking back to the digital shifts of the late 1900s—our modern era's continuation of the Industrial Revolution—humanity's computational footprint has expanded exponentially. Even on a day when the stock market experiences a sharp, headline-grabbing semiconductor rout and portfolios take a short-term P&L hit, the macro truth remains unchanged: the foundational demand for advanced chips will never fade as we progress. The architectural scale required to sustain the artificial intelligence boom is fundamentally hardcoded into the future of human civilization. Industry titans like $NVIDIA(NVDA)$ continue to command the massive GPU processing infrastructure that serves as the brain of global AI, while 

P&L (15 July 2026) The brutal sell-off in the Chips and Storage sector is showing no mercy, making my internship project a nice, albeit busy, distraction from staring at a bleeding screen. Heavy hitters like $NVIDIA(NVDA)$  and $Broadcom(AVGO)$ are continuing to feel the squeeze, while $Marvell Technology(MRVL)$ hasn't escaped the pain either, dragging down the rest of the semi-portfolio. Even outside of pure silicon plays, speculative tech holdings like $Ondas Holdings Inc.(ONDS)$ and $Rocket Lab USA, Inc.(RKLB)$ are catching some of the risk-o

JUNE 2026 (SUMMARY) VERY VOLATILE MONTH. SURVIVING IT IS THE IMPORTANT PART. Broadcom's earnings disappointment, massive sell-offs, profit taking, growing concerns surrounding chips and AI, Space sector concerns as SpaceX causes massive money move from investors to invest in SpaceX IPO instead of other space stocks like Rocket Lab.  On the contrary, MASSIVE ENDORSEMENT FROM NVIDIA CEO JENSEN HUANG ON $Marvell Technology(MRVL)$ , helps boost Marvell as one to watch for in the future. $NVIDIA(NVDA)$  $Broadcom(AVGO)$  looks for a bounce back to new highs and $Rocket Lab USA, Inc.(RKLB)$&

$NVIDIA(NVDA)$  As I look to the future, I believe Nvidia is a foundational hold for my portfolio because it sits at the absolute center of the global AI infrastructure revolution. By providing the essential hardware and software ecosystems that power everything from data centers to autonomous systems, Nvidia has built a massive, durable competitive advantage that is hard to replicate. Because I am starting my investment journey at 18, I have the most valuable asset on my side - time. This allows me to benefit from the long-term growth of the technologies shaping our world rather than worrying about short-term market noise. Im holding for the long run because I am betting on the sustained, multi-decade expansion of a

P&L (17 June 2026) Decent bounce back.  $NVIDIA(NVDA)$ still looking kinda flat but still optimistic and $Broadcom(AVGO)$ & $Marvell Technology(MRVL)$ bouncing back as chips sector rally after yesterday's drop.  $Marvell Technology(MRVL)$ $Rocket Lab USA, Inc.(RKLB)$ Looking forward to both Marvell joining the S&P 500 next monday and Rocket Lab Inc joining the Nasdaq 100. Analyst upgrades and sector rebounds proves BRIGHT DAYS AHEAD FOR MARVELL and for Rocket Lab Inc, inclusion in the Nasdaq 100 would ATTRACT new investors