To The Moon

$Marvell Technology(MRVL)$ Just some thoughts on MRVL. Made a lot trading it, and still bullish on it. But if MRVL is holding above 160, there's really no reason IREN should be under 50, DRAM under 68, or IONQ under 50. I get that they aren't directly related, but they clearly sit in the same low-profit, overvalued, maybe-someday AI fringe bucket.

$Marvell Technology(MRVL)$ Google Cloud is growing fast, but several chip makers and networking providers could be better ways to capitalize on that trend, according to Melius Research: GOOG, AVGO, MRVL.

$Marvell Technology(MRVL)$ AMD Helion was introduced at the OCP Global Summit as an open, rack-scale reference design built for agentic AI workloads. It can scale to 32,768 6th Gen AMD EPYC CPU cores or hybrid setups pairing EPYC CPUs with AMD Instinct MI350P GPUs. Since Marvell is a deeply integrated strategic ecosystem partner for AMD's AI infrastructure, the rollout of Helion directly drives demand for Marvell's hardware. There are a few reasons Marvell stands to benefit from AMD Helion. AMD keeps a strategic equity stake in Marvell to keep their hardware roadmaps closely aligned. Once ecosystem partners like Dell, HPE, Supermicro, and Lenovo start building and deploying Helion-compliant systems, Marvell's components act as the underlying

$Marvell Technology(MRVL)$ Microsoft is making a significant push toward Maia. Marvell Technology is the primary design partner helping Microsoft with its Maia AI accelerators, covering the Maia 100, 200, and 300 series.

$Marvell Technology(MRVL)$ They're executing well across the board, firing on all cylinders. Just a matter of time before it reaches a 500 price target. I'm buying the dip. Next trillion-dollar company by 2027.

Remember that $Marvell Technology(MRVL)$  is going to supply $Alphabet(GOOG)$  with custom semiconductor products, and that is one of the reasons its revenue growth is headed toward 1,000% in 4+ years. OpenAI has nothing to do with it.

$Marvell Technology(MRVL)$  Stifel reiterated Marvell at Buy with a $370 price target, pointing to high-speed analog and integrated optics growth. The firm remains bullish, citing analog leadership, hyperscaler co-design, and integrated optics as drivers of continued upside.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$  Looks like it could stay green, but who knows. Selling into the fear right before earnings season would probably mean missing out on some big gains, which is what some want. Meanwhile, the move seems pretty clear from here.

$NEBIUS(NBIS)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ $Marvell Technology(MRVL)$ The sell-off looks like it was manufactured by pushing out disturbing headlines, like that $20 billion "estimated" OpenAI revenue figure. Has anyone actually seen $70 billion for OpenAI before? And who put that number out there? The $50 billion revenue figure still stands, with projected growth of 70%. AI stocks should recover soon and keep going next week.

I've held a long position in $Axon Enterprise, Inc.(AXON)$  common for five years now, about 5K shares. Haven't traded options on it during that stretch, just the common. It's tradable right now, but honestly it acts more like a blue chip than anything else. I've also been day trading calls and puts on $Advanced Micro Devices(AMD)$ , $Marvell Technology(MRVL)$ , and $Taiwan Semiconductor Manufacturing(TSM)$  all week.