$Marvell Technology(MRVL)$ I'm enjoying this run-up quite a bit. I don't really get it, but it's fun. It's definitely irrational.

$Marvell Technology(MRVL)$ Might go treat myself to a new Rolex with a little of the proceeds.

$Marvell Technology(MRVL)$ The shorts, nay-sayers, and bashers probably aren't having a great day. I wonder why that is?

$Marvell Technology(MRVL)$ Even if Jensen is only half right, that's $500 per share.

$Marvell Technology(MRVL)$  Just need to hit $1100 to get to a $1T market cap. I think it's possible by the end of the year.

$Marvell Technology(MRVL)$ That was a really well-staged move by NVIDIA's Jensen Huang at Computex. "The next trillion-dollar company - Marvell." Let's see if it happens.

$Marvell Technology(MRVL)$ Is it just me or is this stock up $40 in after hours?

$Marvell Technology(MRVL)$ Didn’t I say MRVL would be the next MU and AMAT?

$Marvell Technology(MRVL)$  Marvell looks like a candidate that could be added to the S&P 500. We'll find out after the market closes on Friday.

$Marvell Technology(MRVL)$ MRVL should continue to outperform other stocks in this sector.

$Microsoft(MSFT)$  Crossing back above the 200-day moving average. Seems like some big money might have been buying in over the past few days.

$Marvell Technology(MRVL)$ This stock is up 129% year-to-date, so how is it a pump and dump? I've held it for a long time. It's a great company with solid growth expectations. Patience. Just because it's down a bit pre-market doesn't dictate the end-of-day outcome.

$Marvell Technology(MRVL)$ Marvell is currently holding a structural floor around $205 per share. Mathematically, it's locked into NVIDIA's data center expansion as the near-monopoly provider of the physical optical interconnect fabric. By controlling the bespoke electro-optics and custom silicon needed to route multi-modal logic through NVIDIA's high-density power grids without catastrophic latency or thermal issues, Marvell essentially turns the entire $40 trillion physical AI upgrade cycle into its own multi-decade toll booth. Driven by the hard necessity of this optical system for the upcoming Computex hardware rollouts, institutional accumulation is expected to challenge traditional hardware valuation ceilings, leading to a projected yea

$Marvell Technology(MRVL)$ Not a bad day. Honestly, I hope market makers won't try to bring it down again just to collect max option premium. Long term, I think we're going a lot higher.

$Marvell Technology(MRVL)$ The more I look at Marvell's strategic position, the more it seems like a potential buyout target.

$Marvell Technology(MRVL)$ Maybe now is a decent time? It seems the weak hands might have been shaken out. The company itself is solid with a good business model. I personally like their fiber products, which are pretty much indispensable for setting up data centers. I saw an analyst note from Pajjuri on Seeking Alpha, stating that MRVL is the leader in optical connectivity and continues to benefit from 800G demand and 1.6T/ZR+ upgrade cycles. The XPU business is on track to more than double in FY28, with commentary pointing to similar growth potential in FY29. MRVL also has a diverse pipeline of new products, including scale-up switches and co-packaged optics, each representing multi-billion dollar serviceable addressable markets. They raise

$Marvell Technology(MRVL)$ The conference call went well. MRVL is still a solid long-term hold. Let the traders do their thing. The overall trend remains upward over time.

$Marvell Technology(MRVL)$  If the market holds together, the price should be able to reach 220.

$Marvell Technology(MRVL)$ This is a fantastic report, honestly can't ask for more. Keep up the good work.

$Marvell Technology(MRVL)$ Marvell's CEO Matt Murphy reported earnings. First-quarter revenue hit a record $2.418 billion, up 28% year-over-year. The mid-point guidance for Q2 revenue is $2.7 billion, representing 35% year-over-year growth. They expect revenue growth to continue accelerating each quarter throughout fiscal 2027, driven by continued strength in the data center business. Murphy mentioned they are seeing exceptional AI-related bookings, and as a result, are significantly raising the revenue outlook for both fiscal 2027 and fiscal 2028 compared to last quarter's guidance. This improved outlook is driven by strong demand across a broad set of Marvell solutions, including 800G and 1.6T scale-out optics, 51.2T Ethernet scale-out swit