$MRVL 20251121 90.0 CALL$ Marv-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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$MRVL 20251121 90.0 CALL$

Marvell (MRVL) Surfing behind Nvidia’s AI Wave 🌊

Nvidia’s latest earnings blew past expectations with record $46.7B revenue (+56% YoY) and strong guidance ahead. The AI buildout is clearly not slowing down.

Why does this matter for Marvell? MRVL supplies the infrastructure behind the GPUs — high-speed optical interconnects, DSPs, and custom silicon that hyperscalers need to run Nvidia’s platforms at scale.

There will always be a lag before companies like $Broadcom(AVGO)$ Bullish$SUPER MICRO COMPUTER INC(SMCI)$ start showing up.

In Summary:

• Tailwind: As NVDA ramps AI systems, demand for Marvell’s optics & custom chips grows.

• Bull case: Strong data-center growth (+69% YoY last quarter), new design wins, and optical leadership.

• Bear case: Customer concentration (hyperscalers), margin pressure, and export/trade risks.

Bottom line: If AI demand keeps accelerating, MRVL could be one of the quieter beneficiaries riding NVDA’s wave. But execution and margins will be key.

$Marvell Technology(MRVL)$ has recently shown bullish sentiment due to firms such as Swedbank, American Financial Advisors etc. increasing their stake. I am confident, MRVL have plenty of room to run in the coming weeks and months.

# Winning Trades

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Mortimer Arthur
·09-19
Excited to be a long since $62. Tremendous upside as analysts recommend Mrvl.

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Enid Bertha
·09-19
IMO it will be $82 next week.. Trust citi upgrade $96 price target.

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BruceBryant
·09-19
It sounds like a solid play! Keep an eye on those execution risks though, they can bite hard.
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JackQuant
·09-19
Thanks for your sharing!
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This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/90d52eced7ae15aad567f6781c98e557","width":"1092","height":"1717"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/90d52eced7ae15aad567f6781c98e557","width":"1092","height":"1717"}],"html":"<html><head></head><body><p><a href=\"https://ttm.financial/OPT/MRVL 20251121 90.0 CALL\">$MRVL 20251121 90.0 CALL$</a>&nbsp;</p>\n<p>Marvell (MRVL) Surfing behind Nvidia’s AI Wave 🌊</p>\n<p>Nvidia’s latest earnings blew past expectations with record $46.7B revenue (+56% YoY) and strong guidance ahead. The AI&nbsp;buildout is clearly not slowing down.&nbsp;</p>\n<p>Why does this matter for Marvell? MRVL supplies the infrastructure behind the GPUs — high-speed optical interconnects, DSPs, and custom silicon that hyperscalers need to run Nvidia’s platforms at scale.</p>\n<p>There will always be a lag before companies like <span class=\"stock-view-wrapper\"><a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><span class=\"stock-view stock-view-1\">Bullish</span></span><a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> start showing up.&nbsp;</p>\n<p>In Summary:</p>\n<p>• Tailwind: As NVDA ramps AI systems, demand for Marvell’s optics &amp; custom chips grows.</p>\n<p>• Bull case: Strong data-center growth (+69% YoY last quarter), new design wins, and optical leadership.</p>\n<p>• Bear case: Customer concentration (hyperscalers), margin pressure, and export/trade risks.</p>\n<p>Bottom line: If AI demand keeps accelerating, MRVL could be one of the quieter beneficiaries riding NVDA’s wave. But execution and margins will be key.&nbsp;</p>\n<p><a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a><v-v data-views=\"1\"></v-v> &nbsp;has recently shown bullish sentiment due to firms such as Swedbank, American Financial Advisors etc. increasing their stake. I am confident, MRVL have plenty of room to run in the coming weeks and months.</p><img src=\"https://community-static.tradeup.com/news/90d52eced7ae15aad567f6781c98e557\" tg-width=\"1092\" tg-height=\"1717\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/OPT/MRVL 20251121 90.0 CALL\">$MRVL 20251121 90.0 CALL$</a>&nbsp;</p>\n<p>Marvell (MRVL) Surfing behind Nvidia’s AI Wave 🌊</p>\n<p>Nvidia’s latest earnings blew past expectations with record $46.7B revenue (+56% YoY) and strong guidance ahead. The AI&nbsp;buildout is clearly not slowing down.&nbsp;</p>\n<p>Why does this matter for Marvell? MRVL supplies the infrastructure behind the GPUs — high-speed optical interconnects, DSPs, and custom silicon that hyperscalers need to run Nvidia’s platforms at scale.</p>\n<p>There will always be a lag before companies like <span class=\"stock-view-wrapper\"><a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><span class=\"stock-view stock-view-1\">Bullish</span></span><a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> start showing up.&nbsp;</p>\n<p>In Summary:</p>\n<p>• Tailwind: As NVDA ramps AI systems, demand for Marvell’s optics &amp; custom chips grows.</p>\n<p>• Bull case: Strong data-center growth (+69% YoY last quarter), new design wins, and optical leadership.</p>\n<p>• Bear case: Customer concentration (hyperscalers), margin pressure, and export/trade risks.</p>\n<p>Bottom line: If AI demand keeps accelerating, MRVL could be one of the quieter beneficiaries riding NVDA’s wave. But execution and margins will be key.&nbsp;</p>\n<p><a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a><v-v data-views=\"1\"></v-v> &nbsp;has recently shown bullish sentiment due to firms such as Swedbank, American Financial Advisors etc. increasing their stake. I am confident, MRVL have plenty of room to run in the coming weeks and months.</p><img src=\"https://community-static.tradeup.com/news/90d52eced7ae15aad567f6781c98e557\" tg-width=\"1092\" tg-height=\"1717\"></body></html>","text":"$MRVL 20251121 90.0 CALL$ Marvell (MRVL) Surfing behind Nvidia’s AI Wave 🌊 Nvidia’s latest earnings blew past expectations with record $46.7B revenue (+56% YoY) and strong guidance ahead. The AI buildout is clearly not slowing down. Why does this matter for Marvell? MRVL supplies the infrastructure behind the GPUs — high-speed optical interconnects, DSPs, and custom silicon that hyperscalers need to run Nvidia’s platforms at scale. There will always be a lag before companies like $Broadcom(AVGO)$ Bullish$SUPER MICRO COMPUTER INC(SMCI)$ start showing up. In Summary: • Tailwind: As NVDA ramps AI systems, demand for Marvell’s optics & custom chips grows. • Bull case: Strong data-center growth (+69% YoY last quarter), new design wins, and optical leadership. • Bear case: Customer concentration (hyperscalers), margin pressure, and export/trade risks. Bottom line: If AI demand keeps accelerating, MRVL could be one of the quieter beneficiaries riding NVDA’s wave. But execution and margins will be key. $Marvell Technology(MRVL)$ has recently shown bullish sentiment due to firms such as Swedbank, American Financial Advisors etc. increasing their stake. I am confident, MRVL have plenty of room to run in the coming weeks and months.","highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/480004288049928","repostId":0,"isVote":1,"tweetType":1,"viewCount":2050,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SMCI","AVGO","MRVL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1055,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":480186224992264,"commentId":"480186224992264","gmtCreate":1758260944086,"gmtModify":1758260949027,"authorId":10000000000010994,"author":{"id":10000000000010994,"idStr":"10000000000010994","authorId":10000000000010994,"name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":480004288049928,"objectIdStr":"480004288049928","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Excited to be a long since $62. Tremendous upside as analysts recommend Mrvl.\n<br><br>","text":"Excited to be a long since $62. Tremendous upside as analysts recommend Mrvl.\n<br><br>","html":"Excited to be a long since $62. Tremendous upside as analysts recommend Mrvl.\n<br><br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":480184527360240,"commentId":"480184527360240","gmtCreate":1758260573069,"gmtModify":1758260577883,"authorId":10000000000010992,"author":{"id":10000000000010992,"idStr":"10000000000010993","authorId":10000000000010992,"name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":480004288049928,"objectIdStr":"480004288049928","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"IMO it will be $82 next week..  Trust citi upgrade $96 price target.   \n<br><br>","text":"IMO it will be $82 next week..  Trust citi upgrade $96 price target.   \n<br><br>","html":"IMO it will be $82 next week..  Trust citi upgrade $96 price target.   \n<br><br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":480193761284496,"commentId":"480193761284496","gmtCreate":1758258892176,"gmtModify":1758270214840,"authorId":9000000000000165,"author":{"id":9000000000000165,"idStr":"9000000000000165","authorId":9000000000000165,"name":"BruceBryant","avatar":"https://static.tigerbbs.com/f1d96cc78482af9af850d206fe587ad3","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":480004288049928,"objectIdStr":"480004288049928","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"It sounds like a solid play! Keep an eye on those execution risks though, they can bite hard.","text":"It sounds like a solid play! Keep an eye on those execution risks though, they can bite hard.","html":"It sounds like a solid play! Keep an eye on those execution risks though, they can bite hard.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":480174234137128,"commentId":"480174234137128","gmtCreate":1758258536492,"gmtModify":1758258541114,"authorId":10000000000010932,"author":{"id":10000000000010932,"idStr":"10000000000010931","authorId":10000000000010932,"name":"JackQuant","avatar":"https://community-static.tradeup.com/news/529965026567a58deacbc19e2270c9d2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":480004288049928,"objectIdStr":"480004288049928","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Thanks for your sharing!","text":"Thanks for your sharing!","html":"Thanks for your sharing!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}