Looking back at today's action, the low for $Marvell Technology(MRVL)$  actually dipped below my original entry. If I had been sharper, I could have—and should have—repeated the exact same trade, locking in a similar gain in just a few days (since I do think it's heading back to $310). Just saying.

I bought early on June 11 and sold late on Monday, which netted me a nice gain. From my reading and past experience, there's often a "rumor/news" situation when a stock is added to the S&P 500. I've seen it happen before. I'm positive on $Marvell Technology(MRVL)$ , but I'm just cautious about "sure things." GLTU.

$Marvell Technology(MRVL)$ Price could be in the $300 to $325 range tomorrow. Many shorts may have to cover before the inclusion date. Forced buying starts from the inclusion date. I think reaching $400 within a week or two is realistic.

$Marvell Technology(MRVL)$ Back in at $279. Incredible bargain. Should be over $350 soon after the inclusion.

$Marvell Technology(MRVL)$ Why is it down so much... It should be at $340 by now.

$Marvell Technology(MRVL)$ NVIDIA is the **AI infrastructure king** with a $5.14T market cap, while Marvell is the **specialized connectivity leader** at $257B. NVIDIA dominates compute (GPUs), and Marvell dominates networking (optics, switches). They're complementary, not competing. NVIDIA's $2B investment shows they recognize Marvell's connectivity expertise is essential to their AI ecosystem.

$Marvell Technology(MRVL)$ I don't see it going much lower. They're already a key player in the AI boom, and that likely won't change for the next decade.

$Marvell Technology(MRVL)$  Breaking and holding above $330 opens up a clear technical runway all the way to $390. A major catalyst ahead is the S&P 500 inclusion on June 22, which will force all index ETFs to buy in regardless of price. Institutional size has already been loading up heavily in the $250 - $300 range last week.

Turning roughly $50K into about $141K in just around 10 weeks. That's reportedly what Rep. Maria Elvira Salazar achieved after buying $Marvell Technology(MRVL)$  on April 6th. Position: initial buy of ~$50K Current value: ~$141K Gain: +182% in ~10 weeks On paper, that kind of move is quite something. But it also highlights how strong the momentum has been in semiconductors recently, particularly in names linked to AI infrastructure and data demand. I'm not saying any of this is repeatable or typical, but the speed of the move tells you how aggressive the tape has been. When semis trend, they don't really drift… they accelerate.

$Marvell Technology(MRVL)$ The stock is showing a flag breakout pattern on the daily chart. There's been some call option flow today. As long as $300 holds, I see a potential move towards $320 and higher. The indicators look decent at this level.

$Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $Marvell Technology(MRVL)$ Plenty of room to the top of channel. Another 15% or so.

I've been watching $Marvell Technology(MRVL)$  closely here—the price action is starting to show real intent. We're seeing a clean reclaim of the $300 zone, right into the tailwind of the upcoming S&P 500 inclusion on June 22. That kind of passive flow event often changes the character of the tape, not just the headline. The key battleground is still $320. That's where supply has stepped in before, and where momentum either accelerates or stalls. If $Marvell Technology(MRVL)$  can hold above $320 with volume, this isn't just a breakout attempt—it opens the door for a fast continuation move as positioning adjusts into index demand. Structure is improving, the trend is tightening, and the cata

$Marvell Technology(MRVL)$ Marvell Technology is showing early breakout strength today, pushing back above the $300 level as momentum builds into its upcoming S&P 500 inclusion on June 22. The $320 area is the key resistance to monitor. A clean break and sustained hold above that level could open the door for the next impulsive move higher.

S&P 500 inclusion is set for June 22, and $Marvell Technology(MRVL)$  is already up about 75% in the past month before passive flows even begin. That alone tells you how strong the AI-related buying has been. On the fundamentals side: Q1 revenue: $2.418B (+28% YoY) Q2 guidance: $2.7B midpoint (+35% YoY) Record operating cash flow: $638M CEO Matt Murphy highlighted exceptional AI bookings, with revenue outlooks being raised into FY2027–2028. That’s not a one-quarter story—it’s a multi-year ramp narrative. From a positioning standpoint, $Marvell Technology(MRVL)$  sits right in the physical layer of AI infrastructure: 800G / 1.6T optical interconnects (GPU-to-GPU data flow) 51.2T AI switching

Already up about 75% in the past month before the S&P 500 passive flows even start. That alone tells you where the momentum is. But the real story isn't index inclusion—it's the positioning in AI infrastructure. Q1 numbers: • Revenue: $2.418B (up 28% YoY) • Q2 guidance: ~$2.7B (up about 35% YoY at the midpoint) • Operating cash flow: $638M (a record) Management is highlighting the strength in AI bookings and raising the outlook for FY27-FY28. Structurally, $Marvell Technology(MRVL)$  sits in a core layer of AI infrastructure: 800G / 1.6T optical interconnects, 51.2T switching, and custom silicon for hyperscalers. Every cycle of AI capex touches this stack. The 102.4 Tbps switch, plus Jensen's "next trillion-dollar company" comment at Comp

$Marvell Technology(MRVL)$  Marvell (MRVL) is more like infrastructure for the entire AI ecosystem, rather than just serving one single company.

$Marvell Technology(MRVL)$  Up 10% today, solid move. Always pay attention to technicals – see how well it held the gap-up candle lows? Price action often tells the story before the headlines do. Marvell looks like it could be heading toward $350+.

$Marvell Technology(MRVL)$  Breakout is complete, up about 13.5% since last week. The upcoming S&P 500 inclusion on June 22 could fuel further momentum, with a potential target at $390.

I think $PayPal(PYPL)$  needs to pull a $Humana(HUM)$  and close that $150 gap, which would give it a price-to-sales ratio of just 4. Considering that $Marvell Technology(MRVL)$  and $Lumentum(LITE)$  have ratios over 25, a 4x ratio for $PayPal(PYPL)$  shouldn't be an issue at this point.

$Marvell Technology(MRVL)$ Hope it moves to $1000 above and goes for a 10:1 split in a couple of years.