Marvell moving to cancel orders.
POET is very fishy. Over five years, the stock is down 1% or so. The recent jump was because of a potential contract and the drop is because the contract does not materialize. So, I won’t buy them again. Glad, I got out of there last week.
Just pumping and dumping. In positive news you can get an entry for a future pump and dump.
It’s funny I tried to invest in energy to balance the portfolio and mitigate the risk a bit but many energy stocks haven’t gone anywhere. I know some have really ripped but many have not or are already a bit toppy. I made a bit of profit on oil futures on a Crypto platform. Volatility is just ridiculous. Exxon is actually down over the last month or so.
I also saw recommendations for tanker stocks and none of them have gone anywhere either in fact I would have lost money if I invested in them so far. Maybe they are waiting for a big move up, I don’t know.
I also invested in European financials etfs and they’ve been basically flat as well.
I bought into DIA index as well and that’s just up 1.7% (I already hold a large amount of A&P index funds)
Instead my semicon investments are the stuff that is powering forward. God help the software sector I still have msft I suspect they’ll recover over time.
Big earnings day for S&P tomorrow, with GOOGL, META, MSFT, and AMZN reporting. AAPL Thursday. Big energy Friday - XOM & CVX. FOMC also tomorrow, but nothing really expected there.
Google with a massive move up. All units on fire but their cloud business is blockbusting . It’s some company for one company.
Meta cratered because the Zuck doesn’t seem to know what he is doing…again.
Micron, DRAM and AMD on fire. Luckily I’ve been buying fairly sizable positions in them recently, in particular Micron because it’s forward P/E was frankly ridiculous ,but I don’t want to talk about selling out micron early in the cycle. Hey still making money.
One side effect though is my portfolio keeps getting concentrated back into Semicon and AI. I also added a good portion of ASE since all these chips needs to be packaged and tested.
I also increased my position in Google. The reason I did that is because Google cloud is on fire ,and I saw a YouTube describing how they are giving their model Gemma 4 practically free for business users to download and then they will host on the cloud for them. So cloud hosting seems to be how they will monetise.
Meta is getting punished because they don’t have a entrerpise strategy yet for cloud vs Google, Amazon and Microsoft. Also Meta is getting hit with massive regulatory concerns i.e. fines along withs it’s capex spend.
Microsoft pulled in pretty amazing numbers but stock went down on capex spend, not going to sell any, may add to position in MSFT and start investing in Amazon finally.
The scary story now is that everybody are talking stock market… This morning the cleaning lady for my office started to share her latest info on the stock market with me… This is scary 
Yeah when my mother in law started asking questions I knew things were getting hot.
Remember salaries are constrained , property too expensive to play with so how do people make extra money right ?
AMD jumping too much, too fast… Sold off 40% of my AMD stocks @ 428, making me nervous when something goes up too fast as AMD has done last 6 weeks
uhhhhhhhh… anyone actually know what is happening? I do believe absolute hysteria has hit.
RKLB went up 30% after a decent earnings report, 10% would have been more moderate but I’ll take it. Everything else is about 20% up.
Shell though, massive profits, 10% down. Presumably because penguins in oil spills or something
Also, news about Apple and Intel collaborating and Intel is up 14% - have they forgotten how shite the later Intel Macs were?
I happened to buy 1000 shares of SIDU that morning, which then followed up. 