piggytl
07-01 00:39

P&L (30 June 2026) WHAT A FUCKING MONTH. At least we ended it on a good note. 

$NVIDIA(NVDA)$  $Broadcom(AVGO)$  $Marvell Technology(MRVL)$  $Rocket Lab USA, Inc.(RKLB)$  $Ondas Holdings Inc.(ONDS)$ Chips, Space and Defense stocks rises once again today with Marvell Tech leading the way by being more than 5% today due to growing optimism as well as rise in price target by various analyst. Rocket Lab and Ondas Inc. rises more than 2% today as growing optimism surrounds Rocket Lab on its $8B deal on Iridium, showing how it can rival SpaceX in the Space sector. Ondas Inc continues to ride on its defense orders and Lockheed Martin deal. Lastly, Nvidia and Broadcom rises slightly today as Chip makers rebounds from losses from this month.

LOOKING FORWARD TO GREEN BULLISH JULY PLEASE! LETS GOOO [Anger]  

Modified in.07-01 11:23
Nvidia Reclaims $200 — Can H2 Revenue Beat Expectations?
Nvidia rose 2.63% today. SemiAnalysis forecast on June 30 via X projects Nvidia's data center compute revenue in the second half of FY2027 will exceed Wall Street consensus by approximately 20%. The bullish thesis rests on resolved HBM4 memory supply constraints that had bottlenecked Rubin platform shipments, alongside secured front-end wafer capacity — clearing the path for a significant H2 earnings surge.
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