$MRVL
-Falling wedge breakout
-Above KMA’s now
-MACD curling up.
Looks ready to launch👀
-Yes $AVGO is google primary partner in TPU ecosystem. $MRVL is reportedly the potential secondary supplier.
$MS
A simple way to play the capital markets boom.
Catalysts: • IPO wave building (AI, Space, Defense, FinTech) • Lead underwriter on major IPOs • M&A activity rebounding • Strong Wealth Management growth • More deals = more fees
Instead of picking IPO winners, own the firm that gets paid on all of them.
A picks-and-shovels play on the IPO and dealmaking cycle. 🚀💰
$ON
Everyone wants the AI GPUs.
What about companies powering them?
$ON is a leader in power semiconductors and silicon carbide, critical components for AI servers, EVs, and industrial automation.
⚡ AI data center power infrastructure
⚡ SiC adoption growth
⚡ Auto & industrial recovery
⚡ Improving semiconductor cycle
The AI buildout isn’t just about comput but it’s also about power. $ON is positioned right in the middle of that trend.
This is on my WL next hunting for a good leap entry or shares!🫡
Tough week for me.
FOMC got in my head a bit, and I let FOMO pull me into positions I shouldn’t have taken. In a bull market, discipline matters more than ever.
Taking the long weekend to refresh, reset, review my mistakes, and tighten up my strategy.
Back stronger on Monday. 💪📈🫡
Hope everyone took the advantage of the dip post FOMC.