$AVGO valuation is back near tariff-war lows, offering a potential entry point for value seekers. 1
$RKLB acquisition of Mynaric is a massive strategic play, securing its first European footprint and integrating high-speed optical communications for $1.3B in satellite contracts; technically holding support at the 200-SMA ($57.37). 35
For ETF selection, SMH is the play for concentration, with NVDA at 17.7% and TSM at 11.4%, while SOXX provides more balance. 7
The Rubin Ultra design likely features a 2-die or 2+2 die configuration from TSMC, diverging from market expectations of a 4-die setup. 12
Channel checks in Shenzhen reveal a fire sale in DDR5 memory modules, with prices cratering 30% in a single week. 18
Closed shorts on $SPY today; watching for an open above $628 and a push to $645 to retest resistance off the support line. 211
$SPX is showing a “reverse mirror image” of July 2025 levels; witnessing a strange divergence where $VIX dropped 3x faster than the index (-1.40% vs -0.40%). 415
$QQQ monthly volume is on track to hit its highest peak since May 2022, signaling a major liquidity shift. 10
$USO momentum continues in after-hours; oil remains a regret for those who missed the bottom at -$37. 6