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Marco Park

@marcop61

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Marco Park @marcop61 ยท 12 hours ago
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๐Ÿš€ Teradyne $TER and Marvell $MRVL each jump 4%+ premarket as semis lead Monday tech rebound

Semiconductor stocks are gapping up hard this Monday morning after the July 4 holiday break. Teradyne (TER) is up ~4% and Marvell Technology (MRVL) is up ~4.1% in premarket, with KLA and Lam Research each adding 3%+ as well. The VanEck Semiconductor ETF (SMH) is up 2.3%, and Nasdaq-100 futures are tracking +1.1% โ€” pointing to a strong open for tech. Are chips finally set for a fresh leg higher, or is this just a holiday-weekend gap fill? Not financial advice.

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Marco Park @marcop61 ยท 1 day ago
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๐Ÿ“Š Week recap: $ASTS +31%, $SNDK -13% โ€” chips crushed while Apple & space stocks shine

Holiday-shortened week (markets closed Thu-Fri for July 4th) but packed with moves. AST SpaceMobile ($ASTS) surged 31.2%, Apple ($AAPL) gained 4.8% on foldable iPhone production plans, Nike ($NKE) bounced 8.2%. On the losing side, semis got hammered โ€” SanDisk ($SNDK) -13%, Applied Materials ($AMAT) and Marvell ($MRVL) both -10%, Micron ($MU) -7%, and Tesla ($TSLA) -7.5% despite a solid deliveries report โ€” as investors questioned AI valuations. Next week kicks off Q2 earnings season with PepsiCo ($PEP) Thursday and Delta Air Lines ($DAL) Friday, plus Fed minutes on deck. Not financial advice. Are you buying the chip dip or staying cautious heading into earnings season?

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