$Marvell Technology(MRVL)$ Everything is going well for this company. I'm planning to buy into the Oct 6 investor day. My cost basis is $94, and I'll be adding more gradually over the next few weeks.

$Marvell Technology(MRVL)$ Once the Strait of Hormuz is fully open, the US economy should take off, and that includes the stock market and Marvell.

$Marvell Technology(MRVL)$ MRVL has huge growth ahead, and Jensen said it will be the next $1 trillion market cap, which is a 4 bagger. The Google deal supports that thesis. It will take a couple of years, and because the current multiple is high, the stock will be volatile and market swings will add to it. However, the business and revenue will be there, and while a quadruple might not be in the cards over the next 2 years, a double is.

$Marvell Technology(MRVL)$ No noise here. Their silicon chip is better, faster, and cheaper, so it's not surprising to see Broadcom up this morning.

$Marvell Technology(MRVL)$  MRVL and AVGO are both in solid shape. They look like reasonable buys for long-term investors, especially as weaker hands head for the exits.

$Broadcom(AVGO)$ $NVIDIA(NVDA)$  is the king. Everybody else is just picking up the crumbs. When AI pulls back, $NVIDIA(NVDA)$  will be the only one left standing. $Advanced Micro Devices(AMD)$  $Marvell Technology(MRVL)$ 

$Broadcom(AVGO)$ $Marvell Technology(MRVL)$  $NVIDIA(NVDA)$ I'm not a big fan of AVGO or the whole ASICs and custom chips space, mostly because I've looked into them enough to see the limits compared to the flexibility of Nvidia's GPU-based platform, their networking, and the systematic factories approach. That said, this was a solid quarter for AVGO. Margins look strong and they clearly have a seat at the table. Just my read, but I'd guess the mildly soft guidance we hear about soon comes down to memory supply and pricing, which is hitting everyone outside of Nvidia. My hunch is the stock runs above 360 during the co

$Marvell Technology(MRVL)$ They feed wrong info first and then they correct it.

$Snowflake(SNOW)$ Hope they don't mess up on the call this time. We all saw what happened to $Marvell Technology(MRVL)$  after that uninspiring, lethargic earnings call.

$Marvell Technology(MRVL)$  Hold tight. Marvel is a critical player in the AI build out. Their recent earnings report was much better than the market understands. The market over-reacts often on imaginary assumptions of future profit. Marvel is in together with the big players including Amazon (AWS), META (through AWS) and Google. This recent artificial drop in share price was a good opportunity to buy.

$Marvell Technology(MRVL)$ Marvell has a strong future ahead. Even with this small drop, I'm not worried at all. The company should grow fast next quarter. It's a unique company.

$Marvell Technology(MRVL)$ Post-earnings hangover. Institutions are waiting for clarity. MRVL is stuck between weak support at $205–210 and stronger support at $195–200. It is in a no-man's-land zone right now. Buyers are waiting for a better price, sellers are waiting for a break. Institutions are staying neutral while volume dries up. This feels like normal behavior after a 10–12% earnings drop. Long term, I'm optimistically bullish.

$Marvell Technology(MRVL)$  Argus raised its price target on Marvell Technology to $280 from $250, while keeping a Buy rating on the stock.

$Marvell Technology(MRVL)$ I am a bit confused, as usual. Equity is up. If equity quality matters, tangible is up while intangible is down, meaning tangible is overcoming amortization of goodwill. That is really good. Photonics is leading edge. Lower power, high speed, being coupled with chips that configure with AI adaptive changes. Yet the stock is down 30 percent? This feels primed for upgrades, new price targets, and long hold times for longs. The bear case, as always, is that it is going to zero because it makes money.

$Marvell Technology(MRVL)$ Argus analyst raised the price target on Marvell Technology to $280 from $250 and maintained a Buy rating.

$Marvell Technology(MRVL)$  Wall Street keeps saying the PE is too high at roughly 60 forward earnings. What about names like TSLA or PANW where the PEs are in the 200s or 300s, and plenty of other companies much higher than 60 that aren't growing like Marvel. Those ran into the hundreds without much issue. Over time I think this company can grow exceptionally, and Google is just icing on the cake. I'm buying the dips.

$Marvell Technology(MRVL)$  I wouldn't be surprised if this pushes higher. The real test is whether the bulls can hold through the swings for the gold.

$Marvell Technology(MRVL)$ The market is way too focused on $Alphabet(GOOGL)$  when looking at MRVL's FY28 outlook. Marvell raised its FY28 revenue outlook by roughly $1.5B, and something getting overlooked is how much of that increase is being driven by connectivity — scale-up optics, switching, and related products, not just Google/custom silicon. Look at what's happening underneath the Google headlines: • 800G is strong • 1.6T is ramping up rapidly • 51.2T switching is strong growth • NPO & CPO accelerating • Scale-up switching opportunities expanding • Scale-across represents another enormous bandwidth opportunity Marvell described multiple tier-one switching engagements that each may r

$Marvell Technology(MRVL)$  The stock is trading 10% below its 50-day SMA of $226.58 and 3.9% below its 100-day SMA of $212.2. The longer-term trend still looks positive though, with the stock sitting 36.7% above its 200-day SMA of $149.26. Marvell carries a Buy consensus rating and an average price forecast of $296.35. Momentum has slowed, so the path higher could take a while given sector rotation and geopolitical forces.

$Marvell Technology(MRVL)$ AMD dropped for almost a year, then ripped 4X within the next year and that helped my 401. I think this one could leapfrog AMD because their components are needed for fast data transfers. I'm okay being called out if I'm wrong, but I think this could have a higher market cap than AMD by 2029.