To The Moon

$Marvell Technology(MRVL)$   Some dramatic reversal is being detected now. From above $196 to below $193 in a few minutes. Is the because Asian traders are waking up and does this mean players taking profit and cashing out before the weekend? Possibly so.

$Marvell Technology(MRVL)$   Spectacular recovery today. But for no special reasons other than tech stocks experiencing a u-turn after the great panic. And the fact is the big capex spend which started the panic, is today also the reason for the fomo movement. You saw this with Meta's collapse. And you see this now with the Amazon rally. This market is super fickle. Please be aware that there is very little rationale driving it. It is heavily based on sentiments these days. I will be completely expecting another u-turn at the drop of any news or rumour. Take great care.

Well, that sort of confirms how desperate Trump is when he claimed the US had "very friendly" talks with Iran. Iran is sending their love with missiles. Trump is trapped. Running out of money and the war is draining the US treasury dry. And he is also needing a win for the Republicans in the mid-term elections in less than 100 days. 

$Marvell Technology(MRVL)$   Crap. Looks like the AI valuation poop is still running bad. Ouch. Hurt is going to last a while more. Now with news that Iran answered Trump's claim of "friendly" talks with a missile strike, I guess Iran is saying they will not settle for anything other than a total humiliation for the US. Take cover. Stick with cash for now.

US President Donald Trump has said "there are very friendly negotiations going on" about the conflict with Iran, after the warring sides did not exchange strikes for a third straight day. But Iran's Foreign Ministry issued statement saying there is no talk going on with the US.  Is this Trump showing increasing desperation to end the war? That the real reason the US stopped attacking Iran is really they have run out of ammo and money as many have been saying? Either way, this may actually mean the war is ending because Trump can't affort, both politically and financially, to carry on.

$SpaceX(SPCX)$ looks like SpaceX is going to explore the Mariana Trench instead of going for the moon. But is this just because of the company or the overall AI story?

$NVIDIA(NVDA)$   This is probably the main AI event, the coming quarterly results release. But my fear is, as was seen with Google (and Intel), the market has priced Nvidia to perfection. Probably more than perfection. As Steve Eisman is saying right now at the CNBC interview, odds are the stock price will fall after results release. Even if they meet targets.

$Marvell Technology(MRVL)$   May not be the time to get wet yet. The premarket action is due to the expectation of truce renewal I don't trust this Trump restrain. Likely he went long just before the cessation of hostilities. and the fact that the Houthi's are attacking Saudi Arabia does nothing to assure the truce will last.

$Marvell Technology(MRVL)$   This was drawn from a query raised on the Tiger AI and I feel this to be bery balanced. Marvell Technology (MRVL) presents a mixed picture with strong bullish catalysts driven by AI and data center growth, but also faces near-term headwinds from sector-wide volatility and profit-taking. Conclusion: Bullish on MRVL due to robust AI demand and strong analyst support, but with notable short-term bearish risks from sector rotation and retail investor liquidations. Generally catalyst are very oositive on the prospect for MRVL. O

$SpaceX(SPCX)$  Gosh. From a heady 50% rise above IPO on opening day to being down 18% (From IPO) a week later. This really is a herd mentality market. Very little intelligence or rational thinking are being exercised right now. All a perfect recipe for a total rout if good sense does not return. I actually saw this when people started getting crazy about cryptocurrencies. if you go back a couple of centuries you saw this happen with the tulip craze, and the South Seas con. It's happening again. Remember not to be sucked in to whatever the crowd is rushing into. These poor folks are easily manipulated when greed and fears are driving their decisions. Do your own studies and stick to them. Good companies will last. Fake ines will crash and bur