CapitalFlow

Stop trading blind. Smart money gets into position before the move happens. Now you can too. Learn more: CapitalFlow.App

Think about how crazy this is. The U.S. government isn't talking about regulating AI. It's talking about BUYING AI companies. The AI race just entered a completely different phase. 👀🚀 $NVDA $AMD $MSFT $GOOGL $AMZN

Weeks of gains. One candle. The Nasdaq 100 just erased nearly 1,500 points in a single session, putting it on track for its worst day of 2026. When positioning gets crowded, exits get small. 📉👀

Everyone panic sold $MRVL on Friday. -17% in a single session. But let's look at what actually happened: • Record Q1 revenue • Raised FY27 and FY28 outlook • $2B Nvidia partnership remains intact • S&P 500 inclusion on June 22 The stock got caught in a broad market unwind. The business didn't break. In 15 days, index funds will have to buy shares as Marvell enters the S&P 500. Selling a company with accelerating fundamentals because of a jobs report isn't a thesis. It's a reaction.

Warren called Jensen Huang to testify. The Parabolic 7 just unwound 15%. Nasdaq posted its worst day since April 2025. And Nvidia is still the only company shipping the chips that power the AI revolution. Noise vs. signal. Know the difference. $NVDA 👁️

@CFPStrategist4U Check DM!

@CapitalFlowApp EVERYONE MUST FOLLOW THE GOAT👆 @CapitalFlowApp THEY KNOW WHERE $SPX $NDX $SPY $QQQ $IWM $RTY $EEM $TSLA $AAPL $NVDA Are Going Next

👀👀👀👀$QQQ

Jensen Huang in Korea: $NVDA biz booming! He hyped Vera Rubin/CPU, RTX Spark (PC reinvention), Jetson Thor. Praised SK Hynix, Samsung, LG, Hyundai partnerships: “We’re all booming.” 4 new products coming.

$84.75B raised. $10B from Berkshire. $462B cloud backlog. The market sees dilution. I see proof that AI demand is outpacing even Google's ability to build capacity. $GOOGL $GOOG $NVDA 🚀

Google is paying SpaceX $920M/month for 110,000 $NVDA GPUs. 🤯 If that doesn't tell you how real the AI compute shortage is, nothing will.

Elon Musk on the AI memory crunch: Demand is so extreme that $MU (Micron) hit ~$1T market cap on HBM capacity fully sold out through 2026. Yet the U.S. has zero high-volume memory fabs today. New supply won’t ramp meaningfully until 2027–2028.

$MRVL S&P 500 inclusion June 22. What that means: every index fund tracking the S&P must buy. Backdrop: record Q1 revenue, 35% Q2 growth guide, Nvidia $2B partnership, Jensen Huang "trillion-dollar company" endorsement. Friday's 17% selloff was sector-wide forced deleveraging... not a Marvell story. Watch the passive flow setup.

Everyone wanted the AI trade. Few were ready for the unwind. Nasdaq -4.18%, $SOXX -10%, $MU -13% and some of the year's biggest winners got crushed as the "Parabolic 7" finally cracked.

Visit our website to see what else the smart money is trading. ⤵️ capitalflow.app

$SLV 👀👀👀👀👀😯

Never ending $MU calls!!!!

More action on $MRVL calls!!!

That didn’t take long $QQQ 📉

Visit our website to see what else the smart money is trading. ⤵️ capitalflow.app

Whales reload $42.4M in $TSM calls following the Computex AI chip surge.