I'm adding to my $Marvell Tech-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I'm adding to my $Marvell Technology(MRVL)$ position today ahead of the possible S&P 500 inclusion announcement tomorrow.

If it gets selected to join the S&P 500, that change would take place after June 19th.

This company is well positioned to address several current and emerging bottlenecks across the entire AI supply chain, including:

- Networking

- Optical Interconnects

- Silicon Photonics

- Co-Packaged Optics (CPO)

- Advanced Packaging

- Switching

These might seem unfamiliar now, but they're likely to become ubiquitous in the next 1-3 years.

While we're on the topic, $SIVERS SEMICONDUCTORS AB(SIVEF)$ is also worth a look.

$SIVERS SEMICONDUCTORS AB(SIVEF)$ supplies $Marvell Technology(MRVL)$ with lasers for its photonics products and was just announced as the laser of choice for the $GLOBALFOUNDRIES Inc.(GFS)$ SCALE CPO ecosystem and the $NVIDIA(NVDA)$ and Ayar Labs NVLink ecosystem. This is significant news.

$SIVERS SEMICONDUCTORS AB(SIVEF)$ may dual-list on $Nasdaq(NDAQ)$ soon. Getting in now could lead to positive results by the end of December and beyond.

CPO represents the next wave, dealing with the shift from copper to optical wiring for AI data centers.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":571699800342816,"tweetId":"571699800342816","gmtCreate":1780599664000,"gmtModify":1780651671376,"author":{"id":9000000000000191,"idStr":"9000000000000191","authorId":9000000000000191,"authorIdStr":"9000000000000191","name":"glimzy","avatar":"https://static.tigerbbs.com/b91d0cbb63ed0ffe6dc3dc19168205d1","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":60,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/58e2b99649104376ad5d6b9aa4e70ca3","width":"1320","height":"720"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/58e2b99649104376ad5d6b9aa4e70ca3","width":"1320","height":"720"}],"title":"","html":"<html><head></head><body><p>I'm adding to my <a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a> position today ahead of the possible S&amp;P 500 inclusion announcement tomorrow.</p>\n<p>If it gets selected to join the S&amp;P 500, that change would take place after June 19th.</p>\n<p>This company is well positioned to address several current and emerging bottlenecks across the entire AI supply chain, including:</p>\n<p>- Networking</p>\n<p>- Optical Interconnects</p>\n<p>- Silicon Photonics</p>\n<p>- Co-Packaged Optics (CPO)</p>\n<p>- Advanced Packaging</p>\n<p>- Switching</p>\n<p>These might seem unfamiliar now, but they're likely to become ubiquitous in the next 1-3 years.</p>\n<p>While we're on the topic, <a href=\"https://ttm.financial/S/SIVEF\">$SIVERS SEMICONDUCTORS AB(SIVEF)$&nbsp;</a> is also worth a look.</p>\n<p><a href=\"https://ttm.financial/S/SIVEF\">$SIVERS SEMICONDUCTORS AB(SIVEF)$&nbsp;</a> supplies <a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a> with lasers for its photonics products and was just announced as the laser of choice for the <a href=\"https://ttm.financial/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$&nbsp;</a> SCALE CPO ecosystem and the <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> and Ayar Labs NVLink ecosystem. This is significant news.</p>\n<p><a href=\"https://ttm.financial/S/SIVEF\">$SIVERS SEMICONDUCTORS AB(SIVEF)$&nbsp;</a> may dual-list on <a href=\"https://ttm.financial/S/NDAQ\">$Nasdaq(NDAQ)$&nbsp;</a> soon. Getting in now could lead to positive results by the end of December and beyond.</p>\n<p>CPO represents the next wave, dealing with the shift from copper to optical wiring for AI data centers.</p>\n<p><img src=\"https://community-static.tradeup.com/news/58e2b99649104376ad5d6b9aa4e70ca3\" tg-width=\"1320\" tg-height=\"720\"></p></body></html>","htmlText":"<html><head></head><body><p>I'm adding to my <a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a> position today ahead of the possible S&amp;P 500 inclusion announcement tomorrow.</p>\n<p>If it gets selected to join the S&amp;P 500, that change would take place after June 19th.</p>\n<p>This company is well positioned to address several current and emerging bottlenecks across the entire AI supply chain, including:</p>\n<p>- Networking</p>\n<p>- Optical Interconnects</p>\n<p>- Silicon Photonics</p>\n<p>- Co-Packaged Optics (CPO)</p>\n<p>- Advanced Packaging</p>\n<p>- Switching</p>\n<p>These might seem unfamiliar now, but they're likely to become ubiquitous in the next 1-3 years.</p>\n<p>While we're on the topic, <a href=\"https://ttm.financial/S/SIVEF\">$SIVERS SEMICONDUCTORS AB(SIVEF)$&nbsp;</a> is also worth a look.</p>\n<p><a href=\"https://ttm.financial/S/SIVEF\">$SIVERS SEMICONDUCTORS AB(SIVEF)$&nbsp;</a> supplies <a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a> with lasers for its photonics products and was just announced as the laser of choice for the <a href=\"https://ttm.financial/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$&nbsp;</a> SCALE CPO ecosystem and the <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> and Ayar Labs NVLink ecosystem. This is significant news.</p>\n<p><a href=\"https://ttm.financial/S/SIVEF\">$SIVERS SEMICONDUCTORS AB(SIVEF)$&nbsp;</a> may dual-list on <a href=\"https://ttm.financial/S/NDAQ\">$Nasdaq(NDAQ)$&nbsp;</a> soon. Getting in now could lead to positive results by the end of December and beyond.</p>\n<p>CPO represents the next wave, dealing with the shift from copper to optical wiring for AI data centers.</p>\n<p><img src=\"https://community-static.tradeup.com/news/58e2b99649104376ad5d6b9aa4e70ca3\" tg-width=\"1320\" tg-height=\"720\"></p></body></html>","text":"I'm adding to my $Marvell Technology(MRVL)$ position today ahead of the possible S&P 500 inclusion announcement tomorrow. If it gets selected to join the S&P 500, that change would take place after June 19th. This company is well positioned to address several current and emerging bottlenecks across the entire AI supply chain, including: - Networking - Optical Interconnects - Silicon Photonics - Co-Packaged Optics (CPO) - Advanced Packaging - Switching These might seem unfamiliar now, but they're likely to become ubiquitous in the next 1-3 years. While we're on the topic, $SIVERS SEMICONDUCTORS AB(SIVEF)$ is also worth a look. $SIVERS SEMICONDUCTORS AB(SIVEF)$ supplies $Marvell Technology(MRVL)$ with lasers for its photonics products and was just announced as the laser of choice for the $GLOBALFOUNDRIES Inc.(GFS)$ SCALE CPO ecosystem and the $NVIDIA(NVDA)$ and Ayar Labs NVLink ecosystem. This is significant news. $SIVERS SEMICONDUCTORS AB(SIVEF)$ may dual-list on $Nasdaq(NDAQ)$ soon. Getting in now could lead to positive results by the end of December and beyond. CPO represents the next wave, dealing with the shift from copper to optical wiring for AI data centers.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/571699800342816","repostId":0,"isVote":1,"tweetType":1,"viewCount":25,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","NDAQ","GFS","SIVEF","MRVL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1003,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/571699800342816"}