To The Moon

‌ T‌he cash burn is the big worry now. For CRWV to have to tap into getting funds from Insurance businesess, this suggest that other avenues for cash may have become more punitive. Insurance funds are very expensive to tap into.

The circular financing model only works of the company being funded survives. Sorry, just stating the obvious. But people seem to have forgotten this part......

AI and Tech Route.  Is this the beginning? Will we be seeing another black October? I don't know. But certainly last night (and now post-market hour) is scary. As Elon Musk posted about CRWV's bond yield, YIKES. 

Yikes. The AI bubble is getting poppy....

It's been boiling last few weeks and may now have reached the overflow point.  later today we will likely continue to see a market sell-off but how is ends Friday will be nore indicative of whether this is the beginning of the AI bubble pop. Or not. Take care. Great care....

Tech Chip Stocks We saw selling across the board and the news suggest that it is because of possible competition from China which is rolling out their own chips. But this is not new news as since DeepSeek event, and before, everyone already know China has made big progress. My feeling is this is just an excuse for traders to recalibrate and take profit off the table. And if true, after a few days of selling, these same people will start buying again. That's how the big boys eat the small minion retail traders.  Always buy according to your own convinction and knowledge. Don't be swayed by sentiments unless you are a short term trader, traing with borrowed capital.

MRVL movement Range bound today with very dramatic fluctuation. Big fall saw an impressive recovery suggest we do have backers holding prices up. Hiw long they do this is the million $ question. But for now, they are there and it is likely we will see prices recover and end flat.

All Stocks. I have cleared all AI stocks. Going on super-defensive/asset light mode for now. Plqying safe.

Me too.  Actually, not just MRVL but all AI stocks. Going on super-defensive mode for now.

$Marvell Technology(MRVL)$   Maybe Matt Murphy should just not say anything. After the last quarterly results conference, MRVL tanks. Now after the Investor Day ra-ra speech, MRVL tanks.  And this were even after he had positive things to say. Imagine what happens if there is a slowdown as eventually there must be one.  Now the market is waiting for the two big elephants to IPO. Anthropic and OpenAI.  What if like SpaceX the IPO does not deliver, or maintain super high stock prices?