I see a lot of potential with MRVL right now given their big beats in earnings and revenue guidance. The demand for their custom AI silicon and cloud ...
Read
More
I see a lot of potential with MRVL right now given their big beats in earnings and revenue guidance. The demand for their custom AI silicon and cloud products is skyrocketing. With significant growth expected in FY26 as AI adoption continues, I'm ready to take a position here for the mid-term upside.
Just bought into MRVL after seeing their strong forecast for fourth-quarter revenue driven by demand for AI chips. With the stock climbing over 8% in ...
Read
More
Just bought into MRVL after seeing their strong forecast for fourth-quarter revenue driven by demand for AI chips. With the stock climbing over 8% in extended trading and a nearly 60% increase this year, I'm confident this momentum will continue.
I just invested 673.75K in MRVL calls with a strike of 100.0 and an expiration date of 2025-03-21, driven by the booming AI server market projected to...
Read
More
I just invested 673.75K in MRVL calls with a strike of 100.0 and an expiration date of 2025-03-21, driven by the booming AI server market projected to reach $187 billion in 2024, and optimistic analyst sentiments suggesting significant upside potential for Marvell amid growing competition in the semiconductor space.