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The US just made another strike on Iran. Now waiting on Iran to retaliate. Looks like oil is going to spike again. Airline and travel stocks will likely take a hit today. Let's see how the rest of the market reacts. But on the overnight Blue Ocean market, we will likely see a sell-off in the Asian markets. They are very risk adverse.
Trump Says May Strike Iran Again Tonight; Iran Promises Instant Retaliation
$Marvell Technology(MRVL)$ Not feeling so marvellous at the moment. AI and Chip plays are still in funk. But I feel it will just be a matter of time before the next push comes. We just need to make sure we are not in a forced liquidation position.
So much for never selling Bitcoin, ever. What a bullshitter.
Strategy - Sold 1363 BTC for $80.8 Mln at Avg $59,256 Between June 29-30, 2026 - SEC Filing
The bull market’s next test https://www.straitstimes.com/business/the-bull-markets-next-test Sharing a good article here. The author's views here are of course his own and you need to make your own studies and research and exercise reservations as well. But the points shown are certainly worth noting. For me, I feel AI story is not over. It is only just starting. The world is changing and very very fast. How we work and live has seen a transformation that has never seen such fast pace these last few decades. When the Internet bubble burst back in 2000, it was not because it was fake. It was because it was early and there were many pretenders. Flash forward to today, you can see internet craze has proven itself to be true. Nobody can live without the internet now. And five or si
This news may be late. Usually when the big players announce what they did, it is time they are reversing their positions. Otherswise, who is there left for them to cover their positions from?
Burry Says He Shorted Micron, Sees 30% Pullback In AI Chip Stocks
Not surprised. It's a demand versus supply thing. AI Chip manufacturers are going to register super profits purely on the demand imbalance.
Sources: Samsung Electronics Seeks up to 20% Rise in Q3 DRAM Prices
$Marvell Technology(MRVL)$ Bloody Thursday for MRVL and most AI and Chip plays. But for such a large fall to happen in such a short time, usually we can expect that overselling has taken place arising from wide spread panic. And worsened by Friday being a no-trade holiday. It's actually good that there is no trading today. This may be helping the market to calm down. My read is this correction may be healthy as, especially for Tech stocks, it's been a crazy almost daily record high few months. The market needs time to digest.
$Marvell Technology(MRVL)$ Looks to be roaring back at pre-market. Going to be interesting today.
Looks quite bad. The bounce followed by another round of sell-off is suggesting the AI correction is not over. We may see MRVL go below $200 this month. After which we need to see if there is resumption of the up. Or a confirmation of what some were warning of an AI bubble burst. Hold all actions for now. Play safe.
Movement Alert｜Marvell Technology Falls 5.59% in Regular Trading, Options Market Sees $10 Million Bearish Bet Amid Semiconductor Sector Selloff
This cannot be a surprise to anyone. It's a failed business model. Your parents whould have taught you that any business that does not produce anything is fake.
Crypto Daily｜Strategy Says It May Sell Up to $1.25 Billion of Bitcoin; White House, Law Enforcers Discuss Crypto Clarity Bill
Strange behaviour. I thought this cash "reserve" of $2+ b was supposed to be used to pay dividends to prefered shares holders. Now you use $1b to buy back ordinary shares, you have less cash to do this. Which means, Bitcoin damn well go above $84k so uou can at least sell more Bitcoin to raise cash to pay the coming dividends when the cash reserves dries up. Either way, all actions are not looking sustainable. MSTR will end up having to sell off their own asset to pay for either dividends or to pay for debts.
Strategy Jumps about 7% as It Unveils $1 Billion Share Buyback Plan as Part of New Capital Strategy
$Marvell Technology(MRVL)$ Let's see how the tech stocks do today. If we see a big bounce, then perhaps the AI bubble may not come after all. On MRVL, if Jensen can believed, and it really is the next stock to get to trillion valuation, in context, I estimate we are taking about the price quadruple from here. That is go from $260 to $1,040.... That is some climb if it really happens.
$Marvell Technology(MRVL)$ About 4 days of downturn since hitting record high. The trillion$ question is, when will the correction end or was the high a mirage. Any thoughts?
This war has gotten boring and no longer a factor of much concern to the markets, outside of the oil economy. But it will destroy the Trump administration as has been seen how it is already tearing the Replublican leadership apart. More and more the Americans are seeing a new Vietnam, a new Afghanistan, a new Iraq. One which they will find even harder to get out of. One which will hurt them even more. Why? Because of oil. Because it will build the "alternative" alliance of China, Russia and India even faster.
US Carries Out Fresh Strikes Against Iran After Tanker Struck in Hormuz, Escalating Hostilities
$Strategy(MSTR)$ From high of above $457.22 to present price of $82.20, wow. What a spectacular collapse. And it's only source of value, Bitcoin, continues to plummet. Now at around $60k. The average holding cost of MSTR's Bitcoin is estimated to be above $84. And Michael Saylor continues to issue preferential shares that pays above 10% divideds to buy Bitcoin. How is this going to have a happy ending? I fear when MSTR collapses, it will drag down all Cryptos and Crypto related instruments. Once again, the US authorities turn a blind eye and allow individuals to crash the economy.
This is a very drastic reversal, but for a counter like MRVL, not surprising. If you pause and take a higher view, MRVL's meteoric rise in price of shares should logically see a correction. Underlying matter for investors to consider is what is the future of the company. For what they are producing, it can only mean greater price increases. Look at the reason why Microsoft and Apple's shares tanked last night. Price increases for their products due to higher costs of chips. Wouldn't this also mean that producers of chips and those in the forefront of AI be gaining correspondingly?
Stock Track | Marvell Technology Plunges 5.03% in Overnight Trading Amid Broad Semiconductor Sector Weakness and Profit-Taking
$Strategy(MSTR)$ "US-listed Bitcoin funds have posted almost US$3 billion of net outflows in June so far, according to data compiled by Bloomberg. Strategy Inc, the largest corporate holder of Bitcoin, is also under pressure amid investor concerns about its ability to meet its financial obligations." This is not fake news. It is real. MRTC has dividend and debt obligations at mega levels. The much shouted cash reserve has dried up. This must be the reason they recently had to sell off a meager 38 Bitcoin.
$Strategy(MSTR)$ A brand New 52-week low. Just when you thought it has hit bottom, MSTR goes lower. But if you think about it, this should have been expected. Seriously. What doest MSTR produce that is worth owning a part of the company? Nothing. It's only claim to fame are the bitcoin it holds in their treasury. Bitcoin which was bought from constant issuing of new shares or bprrowing of new depts. it was okay when Bitcoin prices jept goinv higher than their last purchase prices but when it has been falling even lower than their most tecent buys, it was going to implode. Sorry guy. MSTR is insolvent. It has ran out of funds. First sign of this was when they had to sell off a very small number of bitcoin last month. A
Is this the beginning of the end? Some were saying the Crypto winter started when BTC fell below $80k. What does falling below $60k mean? A new ice age? This is really bad for holders of Cryptos. But it is much much worst for those organisations adopting Crypto treasury strategies. Imagine the panic for these. Their business models are mostly using borrowed capital to fund crypto purchases.
Bitcoin’s (BTC) Price Falls Below $60,000 as Crypto Selloff Worsens
$Strategy(MSTR)$ It is looking really bleak for Michael Saylor and MSTR holders. Worst for the holders as Saylor has already taken his cut of the ponzi cash raised. Why would the authorities allow such ponzi schemes to exist? History repeating itself all over again. Sadly, it's the ordinary people that gets conned and lose their hard earned cash.
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