Unusual Intelligence

$MRVL "pls god include MRVL in the S&P tonight and i'll never gamble again"

$GOOGL announcing a $80B capital raise is a big moment for the industry and quite a shocking one. It means the limits of spending on compute by the hyperscaler are no longer their cash flows + bond issuance capabilities (to still keep an IG status). The limit is now the market and the market sentiment. There are a few possible options why $GOOGL went this path: 1. Option 1 : They see another big step up in accelerating demand for GCP and their Gemini models and need to increase CapEx substantially more than they already did. 2. Option 2: They want to front-run OpenAI, SpaceX, and Anthropic IPOs and drive some liquidity out of the market, and with the cash, lock up more of the semi supply chain for them to not be locked out by OAI or Anthropic. 3. Option 3: They have reached an internal breakout in their model development or some other front, and they see they are going to need a lot more compute to serve this and want to get ahead of it while the market is still sentiment positive on it.

$MU Bear flag brokedown. Onus is on the Bulls to wake up. Bears can press.

I have no issues with $DELL but the rise was euphoric and it really has no price history in the 330 to 400 range so I expect that to be resolved at some point.

$MU Bear flagging. Better get moving or the late day can be nasty if it drops out the bottom Would target 870-880 if the flag breaks