Stock picks

  • Thread starter Thread starter jmoney74
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I’m sitting on that Marvell position. It wavered in the 70s for a while after I bought it but just sat on it. Then it kept going up and up. I thought about selling it but will probably just keep it till it hits $1T in market cap :-)
 
It’s like my micron and now Intel positions. They’ve gone up so much but unlike the 90s.com boom …these are seasoned companies with good earnings. Micron is trading at a 44 forward PE, that’s not overbought relative to growth…🤷🏽‍♂️😆😆😆💰🇺🇸
 
OCtoSV said:
Why??? That stock and company have been dogs for so long. Dogs with fleas.
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That started out as just a sector momentum pick…Seondary, seasoned stocks started to get attention (Dell) so i did a bit of nosing around and quietly started to accumulate HPE over the last several weeks..turn out it may be a better long term hold on the earnings surprise but some of my traders have already lost interest and ditched the bitch…😂😂😂👍🏽🇺🇸💰

 
I did not buy MRVL directly but opted to buy SOXX and SMH back in Jan. Both holds MRVL.

SOXX has almost doubled vs SMH is up 70%.

In retrospec I should have bought SOXQ which mirrors SOXX holdings and have lower fees.

SMH has higher fees and performed worse. >_>
 
should be interesting…

SpaceX targets $135 IPO price at valuation of $1.77 trillion​

  • SpaceX plans to market its IPO at a fixed price of $135 per share, with a valuation of $1.77 trillion.
  • The valuation would make Elon Musk’s firm the seventh-biggest company in the U.S., above Tesla, which has a market cap of about $1.6 trillion.
  • SpaceX is planning to debut at the Nasdaq on June 12.

https://www.cnbc.com/2026/06/03/spacex-ipo-stock-price-roadshow-musk.html?__source=iosappshare|com.apple.UIKit.activity.CopyToPasteboard
 
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morekaos said:
should be interesting…

SpaceX targets $135 IPO price at valuation of $1.77 trillion​

  • SpaceX plans to market its IPO at a fixed price of $135 per share, with a valuation of $1.77 trillion.
  • The valuation would make Elon Musk’s firm the seventh-biggest company in the U.S., above Tesla, which has a market cap of about $1.6 trillion.
  • SpaceX is planning to debut at the Nasdaq on June 12.

https://www.cnbc.com/2026/06/03/spacex-ipo-stock-price-roadshow-musk.html?__source=iosappshare|com.apple.UIKit.activity.CopyToPasteboard
Click to expand...
$1.77 trillion? I’m not becoming exit liquidity at that valuation lol
 
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