every uncle at my kopi shop said Tesla finished atMarvell guiding data center to keep ripping and thAI spending is becoming increasingly broad-based. UOB maybe selling its asset mgmt arm to a global pMU +8% and the whole memory floor just lifted. las$IREN Reclaims $60 in the Pre-Market 👀📈genuine q, does locking SK Hynix actually help maris Marvell actually a buy here or just riding the Marvell and Intel both ripped higher with the formso we got OpenAI, SpaceX, Anthropic all rushing ouwait so Google is making its own chips AT Intel no🚨 This is the Intel headline bulls waited two yearIntel up 11% on Google's 3M-TPU foundry order. Theadded more INTC today. +11% on the Google order anGoogle handing 3 million chips to Intel instead of3M TPUs from Google is a real number, not a pilot The AI IPO Floodgates Just Opened: How I Would Read the Rushthe memory pact tells me Jensen is planning years blacklist doesn't auto-sanction but it scares US fThe "blacklist" of Chinese firms is not something every dip in NVDA the last 18 months has been a giUS want to slower down the development of his greaAAOI ripping on the AI optics ramp, those 800G ord$CSE Global(544.SG)buyingevery memory rally I tell myself I'll trim, every just woke up to Intel +11% lol. the foundry that eWWDC dropped a whole new Siri running on Google's MSFT quietly green while everyone watches the chipSaw multiple upgrades for S-Reits from analysts. ISpaceX: Nvidia to be 1st in orbit next year: “Our Ok, wearing another badge, thought don’t know whatThis week highlights three separate themes: executS-REITs Are Getting Their Recovery Call, But I Am Reading the Fine PrintJensen calling Marvell the next trillion dollar nanew Siri looks nice but Wall Street clearly wantedonly +1.7% while MU and Intel ripped double digitsI don’t see the hype with Google procuring Intel’sbought MU in the dip last week purely on the sold-3 million TPUs is not a "let's test it" order, thaBroadcom AI revenue still doubled, market just wanOCBC opening a physical gold vault for clients fro$NVIDIA Corporation(NVD.DE)Memory chip and semicon🦎 IGGY MIDDAY BRIEF — 9 June 2026Lunchtime, Iguana+5% today and ARK adding parking ticket fines to trobotaxi live in Austin and the market gave it a pTSM only dipped 0.8% in last week's rout and barelthe SK Hynix memory deal is the real story imo. NvIt came as no surprise to me that the US governmenWow, @gruber, look what’s in today’s iOS 27 beta cS-REITs getting upgraded by UOBKH and DBS, 6.2% yi