$NVIDIA(NVDA)$ $Bloom Energy Corp(BE)$ $Astera Labs, Inc.(ALAB)$ $Marvell Technology(MRVL)$ Futures are moving higher. There's some back and forth, but I think this push lasts until Election Day.

$Marvell Technology(MRVL)$  The AI trade is maturing and getting more scrutiny. With each rolling correction, more of the names that ran up are going to fade. This one looks like it can stick around through the late innings.

$Vicor(VICR)$ $NVIDIA(NVDA)$ $Astera Labs, Inc.(ALAB)$ $Marvell Technology(MRVL)$  It's a good thing Vicor Corp only sells 20-25% of its sales into data centers. Imagine if that were 100%. Revenue breakdown: • Industrial & Test (40%-45%): Factory automation, ATE chip testing, and medical imaging. • Aerospace & Defense (25%-30%): Rugged military computing, satellites, and radar. • Data Center & AI (20%-25%): Scalable power modules and high-density computing platforms. • Automotive/EVs (5%-10%).

$Microsoft(MSFT)$  NOV20 550C still looks actionable to me. Zone: $529.22 to $536.68 Invalidation: close under $525.02 Objectives: $543.81, then $553.72 The math: up 2.0% to the first objective and 3.9% to the second, against 1.5% risk on the invalidation, about 2.6 to 1 to the second. Microsoft closed at $532.95 on October 21 after buyers held the $525.02 low for a second day in a row. In plain terms, sellers pushed and the floor did not move. Earnings land on October 28, and that report will test whether cloud growth can carry the story, so holding above that low into the print keeps room open toward the October highs. Watching $543.81 first, the October 16 high. A close above it puts the high near $553.72 in

The capex spending on AI is huge. That suggests demand is still there for AI picks and shovels like $IREN Ltd(IREN)$ , $NEBIUS(NBIS)$ , $Marvell Technology(MRVL)$ , and AVGO.

$Meta Platforms, Inc.(META)$ Meta popped 5% after hours to $733 despite a headline EPS miss ($3.83 vs $5.89 est). The miss was entirely due to a ~$10B settlement charge with U.S. State AGs. Without that one-time hit, normalized EPS was around $7.40, easily beating consensus by a wide margin. Key highlights: Revenue: $64.6B vs $63.4B estimate (Ad revenue +26% YoY) Q4 Revenue Guidance: $75B vs $74B estimate FY26 CapEx: Raised to $140B vs $138B estimate This is a meaningful signal for the AI ecosystem. Even with major legal expenses pushing quarterly free cash flow negative (-$2.1B), Meta raised CapEx to $140B. They are not stepping back on compute buildout. That sustained commitment is driving an after-hours lift across AI tech and semi names,

$Marvell Technology(MRVL)$ NOV20 255C, still actionable here. Zone: $243.30 to $246.70 Invalidation: close under $237 Objectives: $260, then $275 The math: up 6.1% to the first objective and 12.2% to the second, against 3.3% risk on the invalidation, better than 3 to 1 to the second. This is a swing idea on a name that still sits well below its high even after a strong year. It closed at 240.42 and was trading near 245 before the open, which tells you buyers are stepping in after that five day slide of almost ten percent. What that means is simple. The panic selling looks tired here, and there is open room back toward 260 and then 275 if it can hold above 237. I like giving it time into late November so one noisy day does not shake you out. P

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ Over the past 4 years, tech pullbacks have consistently turned into setups for higher ground. The 2027-2030 window looks like it could be the biggest runup of the AI revolution.

$Marvell Technology(MRVL)$ Volume is building on the bid side, which suggests buyers are getting more assertive.

$Marvell Technology(MRVL)$  Volume is picking up on the bid side, which suggests buyers are getting more assertive.

$Marvell Technology(MRVL)$ Volume is picking up on the bid side, which suggests buyers are getting more assertive.

$Marvell Technology(MRVL)$ Bid-side volume is picking up, which suggests buyers are getting more assertive.

$Marvell Technology(MRVL)$ Volume is picking up on the bid side, which suggests buyers are getting more assertive.

$Marvell Technology(MRVL)$ The news around this feels manufactured. The pullback makes sense if AI isn't generating real returns yet. Now SMCI drops these numbers after the big players already loaded up on cheap shares, and it looks like it will run again.

$Marvell Technology(MRVL)$  Insiders seem to have some information here. This one is showing the most strength on my watchlist. Once the Nasdaq recovers to its previous all-time high, this should be around 330 easily at this rate of strength. Next earnings will likely pump hard.

$Marvell Technology(MRVL)$ After recharting Marvell, it actually looks decent. I'm still bullish overall, but this stock can be a headache since it stretches out so far, which cuts both ways. I could see MRVL getting back up to 271, but it needs to slice through that with some aggression and turn it into support. From there, maybe we take out 301.79 and finally get price up to that 324 level. After that, the sky is the limit.

$SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ $Marvell Technology(MRVL)$  Options trading now runs from 7:30 a.m. to 4:15 p.m. on about 30 stocks and ETFs, including these.

$Marvell Technology(MRVL)$  NOV20 245C is in play. Zone: $235.90 to $239.20 Invalidation: close under $230 Objectives: $247, then $257 The math: up 4.0% to the first objective and 8.2% to the second, against 3.2% risk on the invalidation, about 2.6 to 1 to the second. Think of this one like a good chair that got knocked over in a crowded room. Marvell fell hard last week and closed Friday at $227.83, then buyers stepped in and lifted it about 4% on the day. That is a swing bounce off a washed out stretch, and what it means is simple: the sellers took their best swing and the stock is still standing above $230. If it can push through $247, the room toward $257 opens up in a hurry. Watching $247 closely. It sat ne

$Tesla Motors(TSLA)$ Post-earnings, this could pull a $Microsoft(MSFT)$ -like move. Might even get back to green on the year and then run further. I'm expecting $450+ minimum by end of year.

$Marvell Technology(MRVL)$ If my analysis is right, Marvell should be able to move higher from here.