$Marvell Technology(MRVL)$ I took some profits around $327 and now I'm watching the chart again. A new entry might be possible soon, but I need to see a few confirmations first. What's interesting is this setup could offer a chance to get back in at about a 38% discount from the previous exit—nearly 40% cheaper than where I sold. Strong names don't always go straight up. Sometimes the best chances come when good stocks reset, find support, and offer another entry point for those who are patient. I'm keeping an eye on MRVL.
$Marvell Technology(MRVL)$ If you've been holding call options, you know the feeling. The stock pulling back is pretty normal, especially when there are a lot of call contracts that need to expire. That's just how market makers operate sometimes, moving the price for their own reasons. For long-term holders, there's no need to worry. This stock is solid. I think it could reach $1,000 eventually. The best move might be to just relax and not check it for a year.
$Marvell Technology(MRVL)$ Semiconductors look completely oversold at this point. I expect major volatility through Labor Day. For anyone who's long, there's no need to get scared and sell—this seems temporary.
$Marvell Technology(MRVL)$ I also hold $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , and MRVL. I don't find myself having to defend those positions as much, since they don't seem to face the same level of targeted negative narratives as $SUPER MICRO COMPUTER INC(SMCI)$ and CRWV. The market already understands their strengths well. When I challenge bearish views on certain names, it's because I feel the arguments are missing key context, not due to some single-stock bias. If you're convinced about the AI infrastructure theme, there's likely room for several successful players. Often, the most signif
$Marvell Technology(MRVL)$ The gap has been filled by Jensen. Now the path seems clear to proceed towards the $1 trillion market cap, which would likely invalidate my covered calls. I plan to keep rolling them out until the stock price reaches around $104. Honestly, every time I think I've outsmarted the market, it just comes back and proves me wrong.
$Bloom Energy Corp(BE)$ $Marvell Technology(MRVL)$ $NEBIUS(NBIS)$ I think the market might be underestimating the AI potential of these companies. From where I stand, there's a chance they could all reach over $1,000 each by 2029, when Bitcoin sentiment is expected to peak, and that's without their value being directly tied to BTC's performance.
Based on IBM's outlook, there could be a path for MU toward the $2,000+ level if the bullish scenario continues to play out. The IBM CEO's exact words pointed to a late June shift where companies increased spending on servers, storage, and memory to secure supply ahead of expected cost increases. Companies that could benefit significantly from this trend include those in controllers and memory interfaces: $Rambus(RMBS)$ (DDR5), $Silicon Motion Technology(SIMO)$ (NAND controllers), $Marvell Technology(MRVL)$ (storage and custom silicon), $Astera Labs, Inc.(ALAB)$ (CXL/memory expansion), and