To The Moon

$Marvell Technology(MRVL)$ Wait until the retail investor truly understands what Marvell does and how critical they are to hyperscalers and AI networking. This feels a bit like Micron a few years back.

$Marvell Technology(MRVL)$  Analysts were way off on their MU earnings estimates. They were expecting revenue of $35.4 billion, but Micron delivered over $41 billion. Their forward guidance also missed the mark. This should be positive for MRVL tomorrow.

Being called out by Jensen as a potential 4x idea is definitely turning heads. It feels like another signal that the winners in AI infrastructure will be more spread out than people thought. The key points are: Nvidia's CEO mentioned a possible path to a $1T valuation That implies roughly 4x upside from the current level It's tied to AI networking and custom silicon demand Why this matters: NVDA's comments often set the tone for the entire ecosystem Marvell sits deep in the plumbing of AI infrastructure The upside heavily depends on hyperscaler spending staying strong A simple read is: It's a big upside narrative, but very long-dated Execution still needs to prove itself $Marvell Technology(MRVL)$  here feels more like a high-beta AI infrastr

$Microsoft(MSFT)$ The negative comments are amusing. Scared people are selling, smart people are buying. Some folks make it sound like a trillion-dollar company is going under. Too funny. Yes, the stock price is rough right now, but that's not the point. What matters is where it's at in the next 6 to 12 months. I'm betting on at least 450.

$Micron Technology(MU)$ Just a reminder: last earnings, we dropped from around 460 down to the 320 area... and it turned out to be a complete fakeout. We immediately started the run to 1200 after that. Ignore the short-term noise.

Goldman projects the TAM for optical networking tied to AI to grow 9x, rising from roughly $15B in 2026 to $154B by 2028. They segment optical networking across two key subcategories: 1) Scale-up networking, which is high-bandwidth connections within racks, accounts for $106B of the total TAM. 2) Within scale-up networking are co-packaged optics (CPO), which integrate optical engines directly with processors for maximum efficiency, accounting for $91B of the total TAM. $Broadcom(AVGO)$  $Marvell Technology(MRVL)$  $Lumentum(LITE)$  $Nokia Oyj(NOK)$  $COHERENT(COHR

$Marvell Technology(MRVL)$  I agree with Huang. A trillion-dollar company, and the growth is just starting. I think we'll see the $1,000 print soon.

$Marvell Technology(MRVL)$ Stifel raised its price target on Marvell to $350 from $321, maintaining a Buy rating. Last quarter, the firm highlighted analog players as poised for a potential breakout in 2026, and that thesis has now been validated with Astera Labs, Credo Technology, and Marvell all posting beat-and-raise quarters in Q1, according to the analyst's note. The firm continues to view episodic weakness in AI-levered names as a buying opportunity for long-term investors focused on clear technological innovators, the analyst added.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ $Roundhill Memory ETF(DRAM)$ It's essentially about supply and demand. Companies building the AI revolution keep delivering strong earnings, and the market continues to demand their stocks, pushing prices higher.

$Marvell Technology(MRVL)$  MRVL's dip today is a decent buying opportunity. I think it can hit 300, maybe even more tomorrow.