MRVL
Marvell TechnologyWho's tracking it
People we track who have mentioned this stock — their take and the move.
Memory and AI-related stocks saw broad gains, with Kioxia up 17%, Samsung up 6%, and multi
Marvell Technology rose 4%+ premarket, benefiting from AI trade momentum.
Source: X / @aleabitoreddit ↗The author contrasts European capital preservation culture with growth investing, criticiz
The author criticizes those who celebrate the crash of AI stocks like MRVL, indicating a belief that the downturn is overdone and the company has long-term value.
Source: X / @aleabitoreddit ↗The author observes a simultaneous sharp drop (-4% to -10%+) in multiple semiconductor/sto
Indiscriminate selloff from margin liquidations, not fundamentals, may create a buying opportunity if underlying improves.
Source: X / @aleabitoreddit ↗The author highlights a private company OpenLight's growth and maps its public ecosystem a
Provides DSPs needed in the optical ecosystem connected to OpenLight.
Source: X / @aleabitoreddit ↗The author suggests that the best time to invest in CXL memory pooling was four months ago
The author highlights that MRVL has risen 291% from $79 to $309, indicating strong past performance and possibly implying continued bullish sentiment.
Source: X / @aleabitoreddit ↗The post argues that Sivers (SIVE) is a critical laser supplier for next-gen optical archi
Marvell is mentioned as part of Celestial, where Sivers has been working with them since early stages.
Source: X / @aleabitoreddit ↗The author reflects on receiving strong initial backlash for many of their investment idea
Thought to be losing ASIC share to Broadcom, but thesis validated.
Source: X / @aleabitoreddit ↗The author notes that the market turned green after Trump cancelled attacks on Iran, imply
Price turned green directly following the Iran news, indicating a positive reaction from geopolitical de-escalation.
Source: X / @aleabitoreddit ↗The author reiterates that the US list of stocks including MRVL, ARM, and INTC is excellen
The author considers MRVL as part of a 'goated' list, indicating strong personal positive view.
Source: X / @aleabitoreddit ↗The author questions why traders panic on $RDDT after a sharp drop, points to $AAOI and $M
Grouped with AAOI as a high-beta stock worth holding if directionally right, indicating a favorable outlook.
Source: X / @aleabitoreddit ↗Marvell is "the next trillion-dollar company"
Named next trillion-$ company; +32.52% one-day (record), +84% in a month.
Source: CNBC ↗NVIDIA invests in MRVL · $2B
Up 76% since NVIDIA's investment.
Source: Yahoo Finance ↗
