Bobby Podolsky

[WOLF @WOLF_Financial]

"BIG SHORT" INVESTOR STEVE EISMAN SAYS ELON MUSK IS GOING TO MERGE SPACEX AND TESLA INTO ONE GIANT COMPANY

He thinks it's only a matter of time.

Here's how he sees it playing out:

"I'm expecting that he's gonna use the stock price of SpaceX to buy Tesla... one giant company called X. I wouldn't doubt it."

On why Tesla $TSLA is the weak link:

"The EV business is just not that great of a business. It's capital intensive, highly competitive. China produces EVs much cheaper than Tesla does."

The kicker: Eisman says if he were a SpaceX shareholder, this merger would be "the last thing in the world" he'd want.

[First Squawk @FirstSquawk]

TRUMP SAYS WE WILL GET TO A TRADE DEAL WITH INDIA; STATES INDIA TOOK ADVANTAGE OF THE U.S. FOR YEARS BUT ADDS THAT THE TWO COUNTRIES CONTINUE TO SHARE A GOOD RELATIONSHIP.

[TheValueist @TheValueist]

$MRVL Marvell Technology: Architect of the AI Connectivity Backbone. Investment Thesis.

Marvell Technology has completed a strategic transformation that few legacy semiconductor companies execute cleanly. The pivot away from traditional networking and storage semiconductors toward custom silicon and high-speed connectivity for AI data center infrastructure is not a repositioning in progress — it's largely done, and the financial trajectory is beginning to reflect it. The Celestial AI acquisition extends that positioning into optical interconnects and photonic fabrics, addressing the next layer of AI infrastructure bottleneck where copper interconnects hit physical limits at scale.

The hyperscaler demand dynamic is the engine behind the revenue ramp thesis. Custom ASIC design wins with major cloud providers represent a different category of customer relationship than merchant silicon sales — they create deep technical integration, long program lifecycles, and switching costs that are measured in years of co-development rather than procurement cycles. That stickiness is a genuine competitive moat, but it also concentrates revenue in ways that make the business sensitive to program-level decisions at a small number of accounts.

Matthew Murphy's leadership has been the consistent thread through the transformation. The strategic decisions — which legacy businesses to exit, which adjacencies to pursue, which acquisitions to make — reflect a coherent vision that has been executed with unusual discipline for a company managing simultaneous portfolio transitions. That track record matters when evaluating whether the optical interconnect bet will be executed with similar precision.

Technical execution at advanced nodes is the capability risk that the strategic narrative doesn't eliminate. Custom silicon at leading-edge process nodes requires sustained investment in design talent, EDA infrastructure, and customer co-development resources. The competitive environment for that talent — against hyperscalers building internal silicon teams and peers targeting the same design win opportunities — is intensifying, which adds cost pressure alongside the execution complexity.

The valuation is the honest tension in the thesis. Marvell is priced as a confirmed AI infrastructure compounder, and the revenue ramp forecasts embedded in the current multiple require hyperscaler demand to remain elevated, program ramps to execute on schedule, and optical interconnect adoption to accelerate at the pace the Celestial AI acquisition assumes. Each of those is plausible individually — together, they represent a high bar that leaves the stock exposed to any single point of execution friction. The strategic positioning is among the strongest in the AI semiconductor supply chain; the question is how much of that quality is already in the price.

[Shay Boloor @StockSavvyShay]

$IREN just announced plans to develop an 800MW data center campus in Bundey, Australia.

The project marks IREN’s first announced data center development in Australia and expands its AI infrastructure footprint.

[Russian Market @runews]

Türkiye is drafting legislation that would give President Recep Tayyip Erdoğan direct authority to declare a 200-nautical-mile exclusive economic zone, covering fishing, mining, and offshore drilling rights in the Aegean and eastern Mediterranean

Areas where Greece and Cyprus maintain competing territorial claims. @RTErdogan

[WOLF @WOLF_Financial]

NVIDIA $NVDA INVESTED $5 BILLION IN INTEL IN 2025. THAT STAKE IS NOW WORTH OVER $25 BILLION.

So they're doing more of it.

NVIDIA has committed $40B to AI equity deals in 2026 YTD. That is 2.3x what they put into private companies all of last fiscal year.

OpenAI alone got $30B. Photonics, neoclouds, and data centers split the rest.

[Xclusive Trading @XclusiveTrading]

$TSLA Suddenly red to green after a key break. Our members are EATING.

TSLA 425 CALL now at $8.60 +290.91%
TSLA 427.5 CALL now at $6.60 +164.00%

>> https://t.co/DdQrUSTZup <<

[Russian Market @runews]

"The time has come for Europe to begin negotiations with Russia independently" — Finland's Alexander Stubb

He confirmed that European leaders are currently discussing who will be the contact person

[Shay Boloor @StockSavvyShay]

$MU just became an $800B company for the first time ever as inference demand turns memory into the bottleneck layer of the AI economy.

Micron is now officially bigger than:
• $AMD ~$710B
• $V ~$605B
• $ASML ~$597B
• $ORCL ~$562B
• $COST ~$449B
• $NFLX ~$370B

[Ryan Detrick, CMT @RyanDetrick]

We've been in the camp the labor market was stronger than what most thought.

Big jump in hiring last month and a tick up in quits. We don't think people would be quitting if they didn't have better options.

A big surprise in H2 could be a stronger labor market.

[First Squawk @FirstSquawk]

THE DISCUSSION POINTS WOULD BE THE FOCUS OF TALKS THAT COULD RESUME AS EARLY AS NEXT WEEK IN ISLAMABAD, THEY SAID. IRAN HAS EXPRESSED OPENNESS TO DISCUSSING ITS NUCLEAR PROGRAM, EASING ITS EARLIER RESISTANCE, THE PEOPLE ADDED. - WSJ

[TraderMir ‎ ✮ @OptionsMir]

🤔
catalyst for a potential month-end pull back perhaps.
more details to follow fam

[TheValueist @TheValueist]

Confirmation that Chat-GPT 5.5 was trained on $NVDA Blackwell from someone who works at NVDA.

[Bobby Podolsky @trader219]

RT @runews: It is reported that the shooter was Dmitry Vasilchenkov, born in 1968. He was born in Moscow and holds Ukrainian citizenship.

[Russian Market @runews]

Israeli ministers are outraged that President Trump announced the Lebanon-Israel ceasefire before the security cabinet agreed to it, according to the Jerusalem Post.

[Scott Redler @RedDogT3]

The BOS account that went to work 3/20 was sold on today’s close. Was bought $spy $647ish sold $694ish for those that model my wife’s account that can’t take inflows. It’s 19 for 19 for about 5%ish a clip
401k stays long with inflows every month till I’m retried. Same for 403b and 529 thru college

My T3 accounts are now 7 for 7 stacked days.
Multiple timeframes help.
Keep learning! Stay Disciplined!

[Russian Market @runews]

The head of Russia’s biggest carmaker AvtoVAZ bragged in an interview about how Lada dominates the Russian market…

then, classic move, got in a Mercedes and drove off 😏🚗 #Auto #Lada #Russia @MichaelAArouet would love it

[Wall St Engine @wallstengine]

FT reports Treasury Secretary Scott Bessent has discussed tightening Treasury oversight of the Fed by adopting parts of the Bank of England model, a move that would reshape the Fed’s relationship with the U.S. government.

[Russian Market @runews]

The HOOTHIES in Yemen are SIGNALING a possible SHUTDOWN of the BAB EL-MANDEB STRAIT, which LINKS the RED SEA with the ARABIAN SEA.

OIL $420