To The Moon

$Marvell Technology(MRVL)$ Musk and Buffett's moves might be a sign of a short-term shift, but the future for AI still looks good. I mean, the AI boom has only been going on for about a year, and I don't think they're done yet.

$Marvell Technology(MRVL)$ Marvell's AI opportunity is bigger than one chip cycle. Its custom silicon and networking businesses could make the stock one of the market's most fascinating growth stories.

$Marvell Technology(MRVL)$ I'm not giving up on any of my tech investments. In my opinion, it's only just begun, and some of these companies like $Arista Networks(ANET)$  $GLOBALFOUNDRIES Inc.(GFS)$  $Forgent Power Solutions, Inc.(FPS)$  $Credo Technology Group Holding Ltd(CRDO)$  have great potential. Maybe I'm wrong, but time will tell. Patience is a virtue.

$Marvell Technology(MRVL)$  Still bullish on MRVL, but in the meantime don't miss the bounce we're about to get on ServiceNow.

$Netflix(NFLX)$ $Microsoft(MSFT)$  Microsoft has a rare opportunity to acquire Netflix if the company is trading significantly below its intrinsic value. Netflix's global streaming platform, premium content, and hundreds of millions of subscribers would complement Microsoft's strengths in artificial intelligence, Azure cloud, Xbox gaming, and digital advertising, creating a powerful consumer ecosystem. While regulatory scrutiny, acquisition costs, and Netflix's desire to remain independent are significant hurdles, the strategic fit is compelling. If Netflix is truly undervalued, acquiring it could become one of Microsoft's most transformative long-term investments,

These 15 stocks are strong buys: 11) TSMC $Taiwan Semiconductor Manufacturing(TSM)$  12) Fabrinet $Fabrinet(FN)$  13) MercadoLibre $MercadoLibre(MELI)$  14) AMD $Advanced Micro Devices(AMD)$  15) Marvell $Marvell Technology(MRVL)$  This list covers AI chips, semiconductor manufacturing, optical infrastructure, and digital platforms. TSM is the backbone of advanced chip production and a direct beneficiary of AI demand. FN is a key supplier to optical networking and data center infrastructure. AMD continues to gain share in AI GPUs and data centers. MRVL is de

$Marvell Technology(MRVL)$  I don't think it will close green today, but I find $275 a reasonable level.

$Marvell Technology(MRVL)$ Why isn't this at one trillion yet? I don't get it.

$Marvell Technology(MRVL)$ The bears think the weakness is specific to MRVL, which is kind of funny. Once the market rallies, it's game over for them.

$Marvell Technology(MRVL)$ Simply gorgeous the way this stock has traded over the years.