To The Moon

$Marvell Technology(MRVL)$  Paper hands got shaken out, the market's riding on retail momentum now. Just waiting for the whales to breach the surface.

$Marvell Technology(MRVL)$  just delivered record-breaking earnings with raised guidance. Ditching the automotive cash cow to go all-in on AI? That's strategic focus, not weakness. Market's panic selling shows they can't see the forest for the trees.

With CXL Structura IP licensing, $Marvell Technology(MRVL)$  has essentially mirrored $ARM Holdings(ARM)$ 's architectural playbook, much like how $NVIDIA(NVDA)$  entrenched itself with CUDA software. Over time, this licensing model could become their most durable cash cow – not the chips they peddle, but the blueprints they lease. Sovereign memory scaffolding baked into the design, structurally similar to $NVIDIA(NVDA)$ 's approach.

Loaded up $Marvell Technology(MRVL)$  shares post-earnings dip, scooped LEAPs last Friday and doubled down this morning. This semi conductor play's like clockwork - always tanks after ER then bounces back to $80-$85 zone. Five-year chart shows it's been lagging behind peers. Trade the swings, not the fundamentals!

$Marvell Technology(MRVL)$ JPMorgan analyst is shouting from the rooftops about $Walt Disney(DIS)$  – load up on the dip while you can! Buy until your fingers bleed

$Marvell Technology(MRVL)$  Persistence wears down resistance, keep calm and carry on.

$Marvell Technology(MRVL)$ Persistent buying activity spotted in those $75 strike calls expiring 8/1

$Marvell Technology(MRVL)$  Looking for a push through 77.5 daily to add

$Marvell Technology(MRVL)$ $Advanced Micro Devices(AMD)$  and $NVIDIA(NVDA)$  plummeted right out the gate, looks like targeted strikes on semiconductor plays

$Marvell Technology(MRVL)$ OpenAI's adoption of $Alphabet(GOOGL)$ 's TPU really shows ASIC is the real MVP. When quarterly rebalancing comes, those fund managers will likely pump up $Marvell Technology(MRVL)$  positions - this small cap's been consolidating like a coiled spring. But I'm holding fire until July 3rd jobs data, reckon this runner could outpace $NVIDIA(NVDA)$ 's 4T bulk, with $Amazon.com(AMZN)$  tagging along for the ride.