$Marvell Technology(MRVL)$ I don't think this little pullback in Marvell Technologies will last long. The company has all the pieces, and once they get them aligned, the stock should be at $300.
$Marvell Technology(MRVL)$ just delivered record-breaking earnings with raised guidance. Ditching the automotive cash cow to go all-in on AI? That's strategic focus, not weakness. Market's panic selling shows they can't see the forest for the trees.
With CXL Structura IP licensing, $Marvell Technology(MRVL)$ has essentially mirrored $ARM Holdings(ARM)$ 's architectural playbook, much like how $NVIDIA(NVDA)$ entrenched itself with CUDA software. Over time, this licensing model could become their most durable cash cow – not the chips they peddle, but the blueprints they lease. Sovereign memory scaffolding baked into the design, structurally similar to $NVIDIA(NVDA)$ 's approach.
Loaded up $Marvell Technology(MRVL)$ shares post-earnings dip, scooped LEAPs last Friday and doubled down this morning. This semi conductor play's like clockwork - always tanks after ER then bounces back to $80-$85 zone. Five-year chart shows it's been lagging behind peers. Trade the swings, not the fundamentals!
$Marvell Technology(MRVL)$ OpenAI's adoption of $Alphabet(GOOGL)$ 's TPU really shows ASIC is the real MVP. When quarterly rebalancing comes, those fund managers will likely pump up $Marvell Technology(MRVL)$ positions - this small cap's been consolidating like a coiled spring. But I'm holding fire until July 3rd jobs data, reckon this runner could outpace $NVIDIA(NVDA)$ 's 4T bulk, with $Amazon.com(AMZN)$ tagging along for the ride.
$Marvell Technology(MRVL)$ Still accumulating at $100 level, three consecutive years of outsmarting those pin-striped Wall Street clowns - my track record speaks for itself
$iShares Biotechnology ETF(IBB)$ Healthcare stocks have performed differently recently, but the IBB I bought is pretty good, which allowed me to make a small profit. I am holding on to it firmly and will keep going.
$Zai Lab Ltd(ZLAB)$ Feeling pretty good about ZLAB after the Q1 earnings. Revenue hit $106.5M,up 22% YoY,and they reaffirmed full-year guidance of $560M–$590M. What really impressed me? Super solid cost control on the sales side, and R&D spending stayed disciplined like in Q4. Product sales across the board are holding up well too. Strong execution, steady growth, this one's staying in my portfolio for the long game.