To The Moon

I want us to be a trillionaires. And Marvell is going to be the vehicle that gets us there! Haha. But seriously, if the AI story pans out, Marvell is in a very good place to ride the waves high.  Regardless if OpenAI, Anthropic or Deepsick or any new Chinese invention comes, Marvell (and Broadcom) are going to be the great beneficiaries.

$Marvell Technology(MRVL)$   MRVL alongside all other AI linked stocks are at a fear-of-pop stage right now. Panic happens both ways. When we are at a FOMO stage, when we are at a FOP stage.  But at the end of it all, one has to make his or her own studies and decide whether what you are investing in is at the best value.  So for MRVL, do you believe what Jensen Huang said when NVIDIA pumped in their billions. Or do you listen to the doomsayers who are calling this to be the end of the bubble?

These option players. They know something we don't? What's with all these bullish bets on MRVL?

Looks like the AI funk will last a litttle longer. But it will be back. Just have to hang on.

Looks like this AI/Semi-con funk is goong to take longer to play out. One day rally follow d by deeper dive the next day.  But this can be expected. After all the rally was over almost 2 years. Some correction may be healthy. Perhaps the funk will last another month or so?

$Marvell Technology(MRVL)$   We are seeing a resurgence in interest of AI Chip stocks and MRVL is no exception. People will remember Jensen Huang's call of this being the next trillion dollar counter which started the last bull run. It was briefly forgotten in the panic of last week. But that panic looks to be reversing into a buying stampede now. Watch closely.

The Iran strike impact will be short-termed. It's no longer holding much concern as the markets have accepted this war will not end so soon. Regardless of what Trump says or hopes, this war will bankrupt the US ans Iran equally.

$hynix-WI(SKHYV)$  First day trade of the secondary listing was spectacular. Up 12%. If normal patterns follows, it should go up another 4-6% today before some retracements takes place. Let's see....

The US just made another strike on Iran. Now waiting on Iran to retaliate. Looks like oil is going to spike again. Airline and travel stocks will likely take a hit today. Let's see how the rest of the market reacts. But on the overnight Blue Ocean market, we will likely see a sell-off in the Asian markets. They are very risk adverse.

$Marvell Technology(MRVL)$  Not feeling so marvellous at the moment. AI and Chip plays are still in funk.  But I feel it will just be a matter of time before the next push comes. We just need to make sure we are not in a forced liquidation position.