Shyon
10-07
I think the US$20 billion FY2028 revenue target is a positive signal, especially because Marvell $Marvell Technology(MRVL)$ has raised its target again, driven by AI data centres, custom silicon and interconnect. To me, this shows management is seeing stronger demand ahead rather than just short-term AI hype.

However, I would not chase the stock purely because guidance was raised. At around US$287, expectations are already high, so I want to see actual customer orders, revenue growth and margins catching up. Guidance is encouraging, but execution matters more.

Personally, I remain bullish on AI semiconductors, but I would rather accumulate on meaningful pullbacks than FOMO after a strong rally. If Marvell keeps raising guidance and delivers the revenue, I think the long-term story remains attractive.

@Tiger_comments @TigerStars @TigerClub @Marktomarket

Insider Selling at a 197x Valuation — Should the Market Take Notice?
Nebius fell 5.09% to $237.15 Wednesday on reports its COO cut their stake, with the stock near 197x earnings. Bulls say one executive's sale doesn't change the business, especially a session after it jumped on an inference contract win; bears say at 197x any insider selling gets amplified, and the seller has the closest view of operations — not something to wave off as routine planning. What would make this sale a genuine red flag?
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Comments

  • breezzi
    10-08 17:43
    breezzi
    Raised guidance helps sentiment, but management can play that game too. At this valuation, I care more about real orders and margin follow-through than another target bump
    • Shyon: 
      Good reminder and something to take note qirhb
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