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Why Marvell Values Lumentum at $115 Billion

Marvell plans an all-stock deal for Lumentum at a $115 billion implied enterprise value. Delivery remains the test for AI investment.

IREN Jumps 20%, but Its $9 Billion Is Not All Cash

A chip-led rebound leaves equal-weight stocks behind. IREN's funding mix shows why cash access, delivery and revenue timing still matter.

SOXX Split Its Shares. Did It Break the Market Too?

SOXX's three-for-one split coincides with a 12.15% slide. A share-count adjustment is separate from the evidence needed before buying a falling market.

THETA

Options research and screening tool with broker integration, real-time greeks, and a mobile-friendly UI.

An open-source React component for iOS-style multi-select interactions.

A Codex / agent skill that runs daily Tony-style U.S. equity analysis — generating market briefs, publishable HTML, and WeChat draft posts.

Convert HTML into WeChat-public-account-friendly markup.

This site — a bilingual Docusaurus blog with local search and Giscus comments.