To The Moon

$Marvell Technology(MRVL)$ Marvell Technology is one of those companies that sits right at the crossroads of two massive forces: the unstoppable rise of semiconductors and the growing storm of geopolitical tension between the U.S. and China. It’s a fabless semiconductor firm, meaning it designs chips but doesn’t manufacture them. And that business model has worked well in many cases—but today, the dynamics are changing fast. So in this article, we’re going to break down Marvell’s business model, its financial health, and how exposed it is to geopolitical risk. We’ll also go deep into valuation—using a discounted cash flow model to determine what the stock is really worth—and see if it makes sense to buy the stock today. Understanding Marvell's Bus

$Alphabet(GOOG)$ Alphabet Q1 2025 Earnings Preview: Should You Buy Before or After the Report? Alphabet (GOOGL) is set to report its first-quarter financial results after the market closes on April 24th, 2025. And as usual, investors are asking a very familiar question: Should I buy the stock before earnings, or wait until after the numbers are out? That’s exactly what I’ll be breaking down in this article. I’ll walk you through the key areas investors should be focused on heading into this report, including Google Search, Google Cloud, AI investments, and regulatory risks. I’ll also share my proprietary discounted cash flow model to help determine if Alphabet is undervalued right now — and by how much. Looking Back at Q4: Alphabet Delivered Stron