$Marvell Technology(MRVL)$ When these kinds of spoofs show up in the market, they look more like a buying opportunity for what's coming in the AI space. Marvell sits right in the middle of all that, with strong demand for their custom-silicon products across hyperscaler needs.

$Marathon Petroleum(MPC)$ Looking at today's session, this is the best stock to be in among the top 220 stocks by market cap. Not posting this as a bullish call for Thursday, just sharing the observation. $Micron Technology(MU)$  $Marvell Technology(MRVL)$  $SanDisk Corp.(SNDK)$  $Ciena(CIEN)$ 

AWS officially raised GPU Capacity Block prices by roughly 15% effective Oct 7, right as reports confirm their ~$8B Nvidia Blackwell sale-leaseback SPV talks. To me, this is the clearest signal yet that hyperscalers still hold strong pricing power while engineering the balance sheet around massive AI compute demand. Bulls see expanding cloud margins plus relentless $NVIDIA(NVDA)$  absorption. Bears see rising costs eventually squeezing software buyers. Pricing power or capex strain — which narrative controls the tape into Q3 earnings? $Amazon.com(AMZN)$  $NVIDIA(NVDA)$  $Microsoft(MSFT)$ 

$Marvell Technology(MRVL)$ Holding my small position for now. Might take a short-term gamble on $Lipocine(LPCN)$  if there's solid news with real volume backing it. Could see a pop near the close after the back and forth, with over 3 on my radar.

$Marvell Technology(MRVL)$ Didn't CEO Matt Murphy say on CNBC that he bought $1M worth of MRVL recently? The price target raises have been encouraging to see.

$Marvell Technology(MRVL)$  Marvell is in the middle of one of the biggest stock market upswings in history, with AI leading the way and trillions expected to be invested.

$Marvell Technology(MRVL)$ RBC Capital maintained their Outperform rating and raised the price target from $360 to $425. They came away impressed by the diversity and scale of Marvell's AI infrastructure opportunities, and they see the long-term growth targets as achievable. Interconnect leadership and custom silicon progress were the main highlights.

$Marvell Technology(MRVL)$ Wolfe Research maintained its Outperform rating and raised the price target from $280 to $375. Their model now points to roughly $20B in FY28 revenue and $7.69 EPS, with XPU attach diversifying custom silicon and optical scale-up supporting FY29 EPS approaching $15.

The volume of $Marvell Technology(MRVL)$  calls coming in is hard to overstate. Millions in play.

$Marvell Technology(MRVL)$ Evercore ISI reiterated an Outperform rating on Marvell and raised their price target from $275 to $433. They pointed to Marvell's IP and flexible business model as reasons it stands out as a key hyperscaler supplier, calling it one of the fastest growing companies in their coverage universe.

$Marvell Technology(MRVL)$ Beautiful price action. A bit of a shame it didn't hold the $300 level earlier in the session, but that's to be expected with profit taking. Hoping for a continuation going forward.

Marvell Technology sales rose 31% year over year, and gross margin is up 7.6 points as well. $Marvell Technology(MRVL)$ 

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

Trump's disclosed Marvell Technology $Marvell Technology(MRVL)$  buys from early 2026 are roughly up about 150–250%.

$Accelevation Holdings Corp.(ACCV)$ $Marvell Technology(MRVL)$ $IREN Ltd(IREN)$ $Bloom Energy Corp(BE)$ 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.