Made 3X on Marvell’s suppliers last week. This week, I’ve full ported 6k on them looking to make even more gains.
My gonads tell me I’ll 10X this week. Will share results after market close Friday 7/10.
What do you think?
What’s your thought, boys?
Long story short. Ive been looking for a stock to go really insanely heavy on. Aka, the next potential nvidia. Micron got away from me but still a good price.
The other is marvell.
I believe in jensen more than any other ceo. But who knows. I really wouldn't mind being full port micron and marvell and just waiting..
My concern is that technical speaking, marvell valuations are stretched.
A sharp decline is always followed by a strong rebound
The market is closed tomorrow. Semiconductor stocks are generally falling at an accelerating pace, which will naturally lead to panic selling
For me, this is actually a good time to buy
I bought some more MRVL stock. We’ll see the rebound next week
So I decided to buy AVGO instead of MRVL when it was at 85$ and now I switched. I bite myself in the ass for my choice back then but now is a good entry point as well. Marvell has more momentum and room to grow so I’m confident with my decision.
Even meta itself has been using external sources for compute. I think it was google decision to ration compute quota on meta that triggered meta decision to do the so call selling compute resource externally - the decision is long term and the thought by meta probably was that they want to build their cloud business to get rid of the reliance on third party entirely ultimately. By making it a business segment justified the huge amount of capex to be spent there in future.
Two implications. One - competitions among big tech companies are not stopping and it forced meta to go for this capital intensive project to ensure and secure its own compute infrastructure longer term. Two - Meta thinks there is enough appetite out there to swallow the excess compute resources they said they have currently and future new ones.
Both implications are great for hardware makers.
I’m a new investor and have most of my funds in an ETF, but I was thinking of potentially added MRVL, NBIS, or VST. Do you think MRVL is worth getting right now?
Stocks go up and down. If you can’t handle the volatility then just don’t buy and stop coming here to post some “should I sell??” Or “it’s crashing” type post it’s getting ridiculous. Either way you have faith in the company ur choosing to spend ur money on or you don’t. MRVL is a long term hold. Today it’s on sale
I just broke even with todays 5% move. I have 5 shares with a cost basis of 290. Do you think I should sell now and wait on the dip?
340 my ass 😭🖕
i bought at 265 thinking i hit jackpot on discount but today its at 250 bruhhhh
Should I sell? This stock is so volatile it feels like its going to bankruptcy everyday. Like genuinely scared since I full ported into Marvel
These are ones on my watchlist and in portfolio. MU&SNDK I’ll buy more but for the others they are dropping throughout the week. I would love to hear which ones would worth to be added more.
TIME TO GET RICH LETS GOOOO, BUYING THIS SHI NOW
As mentioned in the title, is now the time to buy more MRVL? I want to take some of my MU and put it into MRVL because I believe it has more room for growth. thoughts anyone? Sell some high MU and buy some low MRVL basically
What would you do with this portfolio to reach 1.1 million this year? Is it too late to sell all NVDA for MU?
I couldn’t figure out why Marvell’s XPU business was growing so slowly. Broadcom has a massive 2027 roadmap but Marvell’s is 2028 even though its biggest customers are the most desperate for XPUs. So, I thought about it and it became clear the issue is TSM capacity.
The idea here is that Intel could come online with A14/A18. This is questionable if Intel can deliver and A14 is likely 2028 but A18 could hit in 2027. This could greatly increase Marvell’s revenue as Microsoft is desperate for XPU production as is Amazon. The Amazon situation is a bit less clear because of the Trainium 3 fumble. However, this should be resolved and Marvell should win trainium 4 which would be what they would likely use Intel to create.
I don’t know how likely it is Intel can execute but if they can Marvell’s trip to 1T is much much faster than expected. Let me know if I got anything wrong