Jun 1 Nvidia announces new chip for AI PC's from Microsoft, Dell and others

$MU $BRZE $$MRVL

Author

Mukund Mohan
June 01, 2026

Market

“S&P 500 and Nasdaq Churn at Record Highs as Nvidia's New PC Chip Counters Overnight U.S. Strikes in Iran and $90 Oil Surge” 😊 😋

Fierce sector rotation and immense underlying momentum

Nvidia $NVDA ( ▼ 0.06% ) unveiled an aggressive new AI personal computer chip architecture at the Computex conference, single-handedly stabilizing the tech complex..

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Questions People Ask Too Late

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Insights from the portfolio

MRVL Marvell the connectivity and custom-silicon titan pulled off a double-beat but paired it with an absolute monster of a multi-year guidance

The stock is a primary beneficiary of the 1.6T networking upgrade cycle.

Mukund Mohan

Video of the day

Today’s video is on Micron $MU ( ▲ 2.3% ) the memory leader.

Deep dive of the day

BRZE Braze The Margin Inflection Is Real — And the Market Is Finally Pricing It In - Investment Literacy Coach

When a mid-cap SaaS name trades up nearly 7% on a zero-EPS-surprise print, you don't dismiss it as noise — you ask what the market already knew that the

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Good setups for swing

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