Dec 8 Stocks are lower as we wait the Federal Reserve

$MRVL $GTLB

Author

Mukund Mohan
December 08, 2025

Market

“Inflation was good, unemployment is creeping up, and the consumer is weaker, all signaling a lower interest rate cut, and of course tariffs are easing ” 😊 😋

Stocks were lower as investors awaited lower interest rates

I dont think we are in an AI bubble overall. Most of the large companies are buying back stock and returning cash to investors, unlike during the 1999 bubble, when $CSCO ( ▲ 1.14% ) and $MSFT ( ▲ 1.63% ) were selling. While the $350B valuation for Anthropic is high, the need for the AI buildout is real.

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Insights from the portfolio

Marvell Technology earnings review and 2025 outlook $MRVL

Marvell Technology is a fabless semiconductor company founded in 1995 that designs data infrastructure chips used in cloud data centers, carrier networks, enterprise storage, and automotive applications.

stocksmarts.substack.com/p/marvell-technology-earnings-review

Video of the day

Today’s video is on Gitlab $GTLB ( ▲ 4.61% ) the DevSecOps company.

Deep dive of the day

Gitlab deep dive and 2025 outlook post earnings $GTLB – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/12/05/gitlab-deep-dive-and-2025-outlook-post-earnings-gtlb

Good setups for swing

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