$Marvell Technology(MRVL)$ Marvell is up 6% after raising its fiscal 2028 revenue forecast to about $20 billion at its Investor Day.

$Accelevation Holdings Corp.(ACCV)$ $Marvell Technology(MRVL)$ $IREN Ltd(IREN)$ $Bloom Energy Corp(BE)$ ACCV could look good over the next 2-3 weeks, especially once Goldman Sachs and Morgan Stanley initiate coverage.

$Marvell Technology(MRVL)$ Not financial advice. Absolutely brilliant moves here. The game is still on.

$Marvell Technology(MRVL)$  Should be trending soon. We have the investor day, and Matt Murphy was already signaling on the last earnings call that there would be something worth getting excited about. I'm long here, and hoping things work out for the bulls.

$Constellation Energy Corp(CEG)$ People poured capital into cybersecurity, data, and hardware stocks while apparently forgetting that none of it works without power. $Snowflake(SNOW)$  $Rubrik Inc.(RBRK)$  $Marvell Technology(MRVL)$  Power and memory are the two biggest bottlenecks in AI right now, and they both happen to be at the cheapest valuations.

$Marvell Technology(MRVL)$ 4 stocks under $100B market cap that we think have the most potential to move big on CEO Matt Murphy's comments. $Credo Technology Group Holding Ltd(CRDO)$  $Astera Labs, Inc.(ALAB)$  $Coherent(COHR)$  $Lumentum(LITE)$ 

$Marvell Technology(MRVL)$  I suppose today's conference will reinforce their position in the AI arena with their impressive tech. That might help the stock get past 280, maybe more.

$Advanced Micro Devices(AMD)$ is a $1,000 stock $NVIDIA(NVDA)$  is a $400 stock $Marvell Technology(MRVL)$  is a $600 stock $Taiwan Semiconductor Manufacturing(TSM)$  is a $800 stock $Alphabet(GOOGL)$  is a $550 stock

$Astera Labs, Inc.(ALAB)$ $Credo Technology Group Holding Ltd(CRDO)$ $Marvell Technology(MRVL)$ $Coherent(COHR)$ $SpaceX(SPCX)$ On October 4, 2026, President Trump announced a new White House task force called the Super Intelligence Force. It is a coordinating body for federal AI policy. Director of National Intelligence Jay Clayton chairs it and is effectively the administration's AI lead. Also named: FTC Chair Andrew Ferguson, Undersecretary of Defense for Research and Engineering Emil Michael, and Office of Personnel Management Director Scott Kupor. I

$Marvell Technology(MRVL)$  It doesn't like to stray too far from the 5-day MA. We're just above that level now, and I think it should bounce either by end of day or during the investor day.

$Vertiv Holdings LLC(VRT)$ Not selling. Some people were saying there were better plays in the space, and now they are buying VRT. womp womp. $NVIDIA(NVDA)$  $NEBIUS(NBIS)$  $Marvell Technology(MRVL)$  $Palantir Technologies Inc.(PLTR)$ 

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ Bears may want to start looking for a warm cave for the winter. The market tends to price about 6 months ahead, and these stocks could start moving toward their analyst price targets.

$Marvell Technology(MRVL)$ Marvell's tangible and retained earnings trend looks impressive. This is just a data drop and doesn't yet reflect output from Google. No dilution through APIC, and equity has never been higher. The retained and tangible numbers are ripping. I see a 400 PPS one-year target, and it should keep climbing after that. Memory pooling across interconnected devices is huge. The load sharing and custom hardware Marvell offers fills a missing piece a lot of people don't realize they need yet, but they will once Google starts ramping. Competition should drive demand. Feels a lot like Micron about a year ago.

$Marvell Technology(MRVL)$  Inference and memory have a long bullish trend for years to come. An Anthropic IPO should push all AI trades higher.

$Microsoft(MSFT)$ The OpenAI investment should be beneficial, and they're moving toward building enterprise-level Copilot with AI Agents.

$Credo Technology Group Holding Ltd(CRDO)$ $Astera Labs, Inc.(ALAB)$ $Coherent(COHR)$ $Marvell Technology(MRVL)$ Credo's acquisition of Dust Photonics in May, along with gaining their Silicon Photonics Photonic Integrated Circuit (SiPho PIC), looks like it could be a game changer. Credo's margins contracted due to the DustPhotonics acquisition costs, and people/the street sold it off. Credo is now on track to triple its pre-acquisition revenue, scaling from its $1.34 billion baseline in FY2026 to Wall Street's projected $3.85+ billion run rate by FY2028. I see about 45% upside, with a price target aro

$Marvell Technology(MRVL)$ Investor day is coming up. A strong showing there could push the stock toward $300. I get the sense that might be what the market makers are aiming for if the event goes well, with a slow and steady grind until then.

$Marvell Technology(MRVL)$ Death, taxes, and MRVL rejecting $265. We need an investor day or some kind of news to get above $265, and once that happens it’s off to the races.

There's a quiet shift happening right before Q3 earnings. Open-weight models just hit 56%+ of token volume on Vercel's gateway, while mentions in earnings calls are up 6x YoY. Enterprise AI isn't just buying closed models anymore, they're optimizing for hybrid deployment. Open source takes the physical volume, closed labs take the high-margin spend. But at the end of the day, every single token still runs on compute. So the question is whether you're playing the model war, or just holding the shovel with $NVIDIA(NVDA)$  into Q3 numbers. $Microsoft(MSFT)$  $Alphabet(GOOGL)$  $Advanced Micro Devices(AMD)$ <

$Marvell Technology(MRVL)$  is setting up for a potential breakout. Price is at $264.21 with volume running average or below. The AI datacenter custom silicon demand story continues to keep sentiment supportive ahead of the next earnings report. Resistance sits at $272, with support at $255. The bull case: a move through $272 on rising volume could fuel a fresh leg higher toward new highs. The bear case: rejection here with light volume risks a fade back toward $255 support. The main thing I'm watching is whether volume surges to confirm any breakout above resistance. Just sharing my own observations, not financial advice. No premium subscriptions or paid services.