Right after it’s already rallied 100% (in a few mos) of course

$AVGO last quarter got chased ridiculously on the stock split- now it's largely going down on "high expectations" and largely reverse mult compression as the chasers likely now dumping- think worth chipping away in the 130s

$MRVL has worked off just a little fluff now- my only point last week when pushed almost 80 on the post earnings squeeze- now 67/change and r/r skew improving again

Putting cash to work as chained flows go into action...

Not sure paying 21-22x NTM earnings for $AVGO is that terrible with AI mo intact, VMware ramping and cyclical semis troughing with bookings up 20%

Everyone came out of the woodwork to tell you to buy $NVDA 125-130 a whole week ago (after a huge move, of course), when was setup to fail, much fluff now out and r/r improving by the day- don't think much has changed - at Goldman next week

If you pay attention to stock moves relative to revisions vs. all of the other fluff- stock split exuberance, general giddiness mult expansion, etc, saves a lot of headaches and puts you in a much better position to make better informed risk/reward decisions

Imho, it's a bit too early to take a binary view of GPUs vs. custom silicon, just sayin

And how about that game last night- was toe-tally awesome! What a start- now hoping my Packers can come through tonight

TFW when they love 'em after a straight up 40% move in 3 weeks but hate 'em 20% off the highs and 5-10% from the original launching pad (w/+ est revisions)- this is our market... (evergreen thought of course recent times)

Oppositeville reigns- adapt or die...

Back to useless Fedhead drivel- not saying anything new- only thing that matters is whether they will "keep up" with where the market is already priced, but you can just watch the data daily like they can...

Would never chase $PATH & we all know will continue to have comp chatter, etc but pushing a low/mid teens out yr EV/FCF mult makes me wonder if becomes strategic at some point as a bolt-on- just thinking out loud... valuation vs. solid metrics like RPO, mid/large cust DBNR focus

$PATH can buy in ~8% of shrs at current price, ex further stk dilution, and have plenty more cash and cash gen if need be

My latest supply chain survey indicates that Apple's in-house 5G chip shipments will grow rapidly and replace Qualcomm's 5G chips. It's estimated that Apple's in-house 5G chip shipments will reach 35-40 million units in 2025, 90-110 million in 2026, and 160-180 million in 2027.

Everyone's gonna catch the exact low for $NVDA at 90 I guess- just like I'm sure same people called for and exactly top ticked it at 131 recently- appreciate the goal but rarely that "easy" - guess we'll see- 102 a lot closer to 90 than 131, that's for sure...

Sentiment check CNBC "I'm getting calls from clients that are worried right now"; 2 weeks ago- of course $NVDA is a buy at 130, Joey T thought not great results, stock might not react negatively- sentiment in this market is a fleeting mistress, constantly...

Weiss talking puts

Let's see if Cramer can finally break the irony and not mentioned $NVDA toay- tough ask, I know...

$SNOW at Citi-CFO basically (playfully) threw Frank under the bus saying Sridar works twice as hard-ironic as everyone seems to think the opposite- really needed the focus on product- Mike said focused on reaccel in revs - said "will be a few Qs" before see Sridar's impact