piggytl
07-01

P&L (30 June 2026) WHAT A FUCKING MONTH. At least we ended it on a good note. 

$NVIDIA(NVDA)$  $Broadcom(AVGO)$  $Marvell Technology(MRVL)$  $Rocket Lab USA, Inc.(RKLB)$  $Ondas Holdings Inc.(ONDS)$ Chips, Space and Defense stocks rises once again today with Marvell Tech leading the way by being more than 5% today due to growing optimism as well as rise in price target by various analyst. Rocket Lab and Ondas Inc. rises more than 2% today as growing optimism surrounds Rocket Lab on its $8B deal on Iridium, showing how it can rival SpaceX in the Space sector. Ondas Inc continues to ride on its defense orders and Lockheed Martin deal. Lastly, Nvidia and Broadcom rises slightly today as Chip makers rebounds from losses from this month.

LOOKING FORWARD TO GREEN BULLISH JULY PLEASE! LETS GOOO [Anger]  

Modified in.07-01
Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?
Nvidia's record quarter: revenue $96.221bn, +106% year-over-year and past the ~$93.6bn consensus, data center +117%, gross margin held at 75%. Rubin is accelerating toward full production, with Huang framing AI as the point where compute converts directly into revenue. The catch is memory: Q4 gross margin troughs at 71–72%, three to four points conceded to component costs. Shares +4% after hours, carrying memory, optical and cloud names along. Worth remembering the stock has fallen the day after earnings four quarters running. Does the supply chain rally from here?
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