P&L (22 July 2026) P&L was pretty solid today, mostly thanks to the semiconductor sector holding down the fort. Watching chips lately is a constant push-and-pull, but $NVIDIA(NVDA)$ and TSMC still look like absolute powerhouses driving the broader AI market narrative. $Broadcom(AVGO)$ and $Marvell Technology(MRVL)$ brought plenty of intraday swings today, but as long as overall demand for silicon stays this high, this entire group remains the backbone of the portfolio.
Outside the main chip plays, high-growth names like $Rocket Lab USA, Inc.(RKLB)$ and $Ondas Holdings Inc.(ONDS)$ gave the rest of the board a nice boost. Rocket Lab has been a wild ride with all the space sector news lately, and Ondas added a fun speculative kick to round out the green session. Ended the day up overall—just gotta see if this momentum carries through the rest of the week or if we're due for a quick breather.
UPCOMING INTEL EARNINGS COULD GIVE CHIPS SECTOR ANOTHER BOOST. THIS MIGHT JUST BE THE START OF ANOTHER RUN FOR CHIPS AND SEMICONDUCTOR SECTOR. The drop in the past month was a needed break, but now.. I AM VERY OPTIMISTIC WITH THE OUTLOOK AS WE PROGRESS AHEAD!
Modify on 2026-07-22 23:44
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