JUNE 2026 SUMMARY
VERY VOLATILE MONTH. SURVIVING IT IS THE IMPORTANT PART. Broadcom's earnings disappointment, massive sell-offs, profit taking, growing concerns surrounding chips and AI, Space sector concerns as SpaceX causes massive money move from investors to invest in SpaceX IPO instead of other space stocks like Rocket Lab.
On the contrary, MASSIVE ENDORSEMENT FROM NVIDIA CEO JENSEN HUANG ON $Marvell Technology(MRVL)$ , helps boost Marvell as one to watch for in the future. $NVIDIA(NVDA)$ $Broadcom(AVGO)$ looks for a bounce back to new highs and $Rocket Lab USA, Inc.(RKLB)$ looking to become more and more profitable in times to come. $Ondas Holdings Inc.(ONDS)$ still widely undervalued from its price target of $20 with its massive government contract and backlog, only thing holding it back is its profitability and massive sell-offs.
STILL UP 6.30%. LOOKING FORWARD TO THE SECOND HALF OF THIS YEAR! LETS GOOOOOOO[Miser]
Modify on 2026-07-01 11:23
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- blinkix·11:12TOPI checked NVDA and AVGO inventory turns — looks a lot like 2018. Bounce maybe, but who clears that inventory first?LikeReport