piggytl
07-01

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 $Rocket Lab USA, Inc.(RKLB)$  looking to become more and more profitable in times to come. $Ondas Holdings Inc.(ONDS)$ still widely undervalued from its price target of $20 with its massive government contract and backlog, only thing holding it back is its profitability and massive sell-offs. 

STILL UP 6.30%. LOOKING FORWARD TO THE SECOND HALF OF THIS YEAR! LETS GOOOOOOO[Miser]  

Modified in.07-02
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • blinkix
    07-01
    blinkix
    I checked NVDA and AVGO inventory turns — looks a lot like 2018. Bounce maybe, but who clears that inventory first?
    • piggytl: 
      I would say Broadcom does first as because its custom ASICs are built to order under long-term, pre-sold contracts directly for hyper-scalers. So it really leaves no speculative channel stock to digest but this is just my opinion [Grin]
Leave a comment
2
3