To The Moon

$Oracle(ORCL)$  If recent histories can be believed, (post-results for Nvidia, MRVL, etc.), it may very well be we will see selling on ORCL later. Let's see if ORCL will break the trend.

Why would you be disappointed? It's long known that the US treasury have been in deficit for a long time. If your cash flow is negative, where would be able to raise capital to buy back debts? Only way is to raise even more debts to bay back old debts.  Hang on. Isn't this also a ponzi?

Like NVDA and MRVL, and also CRWV, AVGO is now in a state where the valuation ramp-up is getting more and more scrutinised. The very real fear is the amount of cash investments to bring the AI theme into real profitability is really way over. Why Jensen Huang and his party of funders are talking up with a promised capitalisation of 0.5 trillion, is they know this. Everything hinges on the operating AI models out there actually turning real profit. So far, no AI business has done this. And the real fear is it seems that the only way to get this profitable is to throw even more money into it. It's like that old joke about some businesses which never see daylights. How do you become a millionaire dealing in these? You first need to be a billionair.

$CoreWeave, Inc.(CRWV)$  Cyclical behaviour. Match CRWV together with MRVL. Both are linked to NVDA. Both have investments from Jensen Huang. Both closely associated with the AI story. So why is one going rocket blast and the other tanking after a short rally? It's the crowd. The herd being led by the big boys.  Rule number one. When it has rallied above 3% in one day, it's too late to join in. The risk of pull back is very very high.

‌ ‌With inflation data coming up at the end of the week, I expect there will be some pullback from here. Traders these days don't hold positions very long and with MRVL recently hitting record high, not unwise to play safe at this point.

Hang on. Didn't Najib Razak say the same thing...?

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.

Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more.  Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more.  If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?

$CoreWeave, Inc.(CRWV)$  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.