MRVL
Marvell Technology Group Ltd
Mentions (24Hr)
-76.47% Today
Reddit Posts
Is their some good bargain plays in tech at this time
Cathie Wood calls Nvidia stock 'overpriced' after missing 2023 rally
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[MRVL] When averaging down goes right {gain}
Risky Strategy: Selling and Re-Purchasing to Reduce Cost Basis During a Crash
Chip component manufacturer gets a positive look from analysts
Big week coming here are my positions and thoughts
📈TSLA, TWTR, AMC, MRVL, GME, MULN, 📈 ChatterQuant searched over 800k comments and 500m tweets on Reddit and Twitter to bring you the sentiment data for 7/11. Here is what people are talking about today.
Companies with a large percentage of revenue coming from China - $NVDA , $TSLA $MRVL, Etc.
Intuitions are loaded to the tits on stock they tell us to panic sell - over 90% ownership of share outstanding in these growth names - $VRM , $MRVL , $RBLX , $DKNG , $AFRM , $UBER
High volatility with high priced premium= IV crush on earnings
$MRVL (Marvell Technology) Adderall fueled DD: A comprehensive look at the acquisition of Inphi and Innovium, Marvell's 5G exposure, the automotive segment, as well as the networking and data centre segment.
$MRVL (Marvell Technology) Adderall fueled DD: A comprehensive look at the acquisition of Inphi and Innovium, Marvell's 5G exposure, the automotive segment, as well as the networking and data centre segment.
$MRVL (Marvell Technology) Adderall fueled DD: A comprehensive look at the acquisition of Inphi and Innovium, Marvell's 5G exposure, the automotive segment, as well as the networking and data centre segment.
$MRVL (Marvell Technology) Adderall fueled DD: A comprehensive look at the acquisition of Inphi and Innovium, Marvell's 5G exposure, the automotive segment, as well as the networking and data centre segment.
$MRVL (Marvel Technology) Adderall fueled DD: A comprehensive look at the acquisition of Inphi and Innovium, Marvell's 5G exposure, the automotive industry, and the networking and data centre segement.
$MRVL (Marvell Technology, Inc) work in progress DD: the datacentre semi-conductor company that will light a fire in your anooos.
Anyone else think the dip on semiconductors will be a once in a decade opportunity to build wealth?
Marvell (MRVL) Stock Named Top Pick for 2022 at Needham, Seen as the Fastest Organically Growing Large Cap Semi Stock in Next Two Years
$MRVL hasn't been talked about much on any of the stock subs. What is your take on it?
(12/3) Friday's Pre-Market Stock Movers & News
#premarket #watchlist 12/03 $LGVN -FDA orphan designation to Lomecel-B, $CYAD - $32.5 Million Private Placement with Fortress Investment Group, $MRVL - earnings, $BIOL - insider buying... Any trading ideas? Welcome in comments! Also check my app!
Reuters: Intel teams with Google Cloud to develop new class of data center chip
Could Marvell Technology (MRVL) could be a $70+ stock by the end of 2021.
MRVL - Marvell Technology - a good technical stock?
Expected moves for this week: Meme stocks, SPY, Earnings in COUP, CHWY, FCEL, MRVL and more
$LFER - Plans to acquire SmartAxiom Inc. (HUGE NEWS)
The US semiconductor sector gets reinforced with Marvell completing the acquisition of Inphi for $10B
Mentions
Anyone playing MRVL for ripple?
What about that volume spike in MRVL at 2:30 DAMN
I will go for MRVL(Marvell Technology Inc) , the price is expected to go up by 3 percent soon. I have been using this app that gives so so accurate information and predictions, you guys should also try it. It's moneychoice.us
MRVL just wanted to clear the dead weight from Celestial's bad deal. They've already stated they have internal solutions to POET that don't require the outside vendor.
Call MRVL CEO and negotiate back into the POET deal, buying calls beforehand
Calling MRVL customer service line all day trying to get them to reconsider
POET is cooked because lost MRVL contract. MRVL will rise if GOOG goes up on earnings, but it's overpumped and will go back down eventually
Maybe going to sell MRVL. Waiting around at an orgy to get jerked off is even less fun than it sounds
imma need MU and MRVL to stop fuking around
So who gets this $MRVL contract for photonics?
Semiconductors carrying the market up. INTC, AMD, NVDA, MRVL. The breadth is still red. For easy comparison compare RSP, SPY and SOXX.
Did TQQQ announce a deal with MRVL?
MRVL calls. The crowd will be back in a flash
All the hardware is down, lmao MRVL isn't crashing because of fucking POET.
Never realized CFO disclosure NDA on a non-professional podcast. Confirmation of MRVL as customer can be seen as huge upside. Usually confidently saying who your customer is on public mean you've already gotten their permission, but this one doesn't and market+your customer punish it. I see some post-disclosure believers say it's MRVL tactical moves to exit because POET didn't like the price they offer and their tech is still relevant, but without tier-1 customer, i find it very funny.
MRVL & POET - what a messy divorce
source ? i was under the impression that the $5 mil was a mystery buyer confirmed to not be MRVL
Just checked the POET MRVL deal was $5M So small and it tanks lol
So here’s what matters - what’s poet’s trajectory from here? Is this correctable, or was MRVL critical in the first place? CFO will likely be fired, concern or no? Is this a buying opportunity that doesn’t affect their direction, or is it now a sunken ship with only the decision to make of how much water to drink?
Yes, it changes the fundamentals because POET has no meaningful fundamentals, just narrative. Having validation in the form of a PO from a major customer like MRVL was part of the "fundamentals" package, and that's now gone. Being free of lawsuits was part of the "fundamentals" package, and that's now gone. MRVL never chose POET; they only inherited POET from the Celestial AI acquisition. So MRVL might well have been looking for an excuse to get out anyway (because they have other photonics solutions, like Polariton). But MRVL chose the most violent way to pull the plug on POET, by specifically citing POET's failure to honor confidentiality clauses and not, say, shutting up about their reasons. We don't yet know if the market alternatives are better, because POET hasn't yet proven that they can build any of their units at scale. And the whole point of the tech was to show that POET could get a higher yield at a lower cost on photonics elements through passive alignment technology. So, POET's prototypes looked enticing, but that means nothing if POET can't build 30,000 (or later, 300,000) units that all perform to spec and within cost constraints.
True but MRVL claiming an NDA violation as the reason for backing out of their contract put a scarlet "R" on POET's forehead for years to come. Good luck finding another hyperscaler customer, POET.
Haha I was looking for this earlier to comment on it, but couldn’t find it. Nice play OP! I imagine it worked out even better than you hoped after the negative news with the MRVL deal. What was the total gain?
Marvel MRVL looks great. Just dipped so I picked some up. POET got wrecked.
They had a new way of making electric connections with light. They sold it to MRVL. Almost. MRVL backed out because they talked about it too soon.
I went to the POET sub earlier and saw a post titled something like "Losing the MRVL order is the best thing that could happen to us" and had to immediately leave due to cringe overload
Interesting how this happened. POET apparently they had a big sale to MRVL, last week. Stock surged like crazy, esp on Friday. Today, it ended up they were full of shit and the sale was not finalized, and was canceled today. Cue the huge plunge. Sounds fishy AF to me. 🤷🏻🧐
**$NVDA is $AMD's daddy**. It was consolidating for months before the breakout to new all-time high. Dizclaimer: I own both $NVDA and $AMD. I also own $INTC, $MRVL, and $AVGO
Anyone else buy the MRVL dip today at the lows today?
Cause the dumbass couldn't keep his yap shut. I don't see this ending well: "Marvell's (MRVL) Marvell Semiconductor, which recently acquired Celestial AI, indicated in a letter to the company that POET Technologies disclosed information related to the purchase order in violation of its confidentiality obligations, the company said."
MRVL canceled their contract with POEat, after they violated a confidentiality agreement
Stocks like NVIDIA, TSMC, ASML, MRVL
A lot of other more established competitors saw a dip today, not 50% but not nothing. It’s hard to believe poet would affect them, considering poet doesn’t really matter (no big deals). Recently photonics has felt like the next “big thing”, as in the next sector that’ll be hot for a few months, but there might be news we don’t know. LITE AAOI MRVL and others are making big moves recently but I think photonics might be done for now
Yeah I feel like MRVL used it as an excuse to buy from other vendors =))
Nvidia is still historically cheap by Forward PE. The market continues to price Micron as if it’s hitting peak earnings. Microsoft has been oversold even though fundamentals are doing better than ever. Broadcom, Meta, Amazon, Google should all do relatively well over the next few years. If you’re looking for a lottery ticket, play the Cerebras IPO and maybe grab some ALAB/MRVL who is better positioned than POET in photonics.
im swinging MRVL calls as sympathy play
Poet actually going to zero. they were always dead money in MRVL/Celestial AI's books. production order since 2023 and still nothing to show. other customers prolly been feeling scammed too
MRVL could be the perfect dip to buy.
Oh POET broke a deal with the very successful MRVL Marvel pulling out because of POET being shady.
if you're a POET baggie might as well cut loss and rage buy the MRVL dip
Yeah, companies like Marvell want to use the solutions that allow them to sell the best products they can. If those solutions included Poet's optical interposers, they would still be using POET. Marvell made the Celestial AI acquisition, probably did a deep dive on the technology once it was in house, and decided there was something they didnt like about the use of Poet products. Or maybe they discovered a superior solution, and POET gave them an out by breaching confidentiality. Either way, I dont believe MRVL cuts ties unless they had a better option.
CFO violated a NDA causing MRVL to cancel agreement; CFO now giving handies
CFO apparently talked about a deal with MRVL which he wasn’t supposed to disclose
MRVL cancelled PO due to POET going public with order info in violation of an NDA. (According to MRVL). Some suspicion it was an out for MRVL for some other reason.
Jesus fucking chrisr MRVL and SPY...go up you fuckers and INTC...stop giving back your fucking gains.
sooo - POET got rugged because they talked about their sales? I see that as sus - MRVL probably looking for an out because they see deteriorating conditions on the horizon.
Except your entire premise is wrong. POET had a contract with Celestial AI. Then Marvell bought Celestial AI and found a reason to cancel the contract with POET. They never “attracted” MRVL, quote the opposite lol
I own literally zero POET, so i'm not shilling. But, if their tech was strong enough to attract the likes of MRVL, and they still own that tech, why can't they do it again? They've proven their product is attractive to the big players It's down -50%. If it gets down to sub $5, tell me why its not a good buy-low
"because one of their buyers backed out" Celestial AI backed out - not just "one of their buyers", Celestial AI was the whole reason POET has been up lately. For them to give the reason "POET broke small technicality on confidentiality so we cancelled the order", is not the reason they cancelled the order - it is just the technicality which gives them the ability to cancel a binding order. Clearly, there is two scenario's... Scenario 1: Celestial AI / MRVL either foresee no business in the photonics market (very unlikely, 99% chance not the reason). Scenario 2: Celestial AI / MRVL found a better supplier or found significant issues with POET tech. (Almost certainly the reason). There is clearly significant issues under the hood of POETs tech, for MRVL/Celestial to back out, providing a BS reason just to be able to walk away from the contract. They don't come back from this, until they can prove their tech.. but unfortunately, you get a big player walking away from partnerships / contracts, and the whole industry loses confidence in your product. They will likely have to make serious changes to their product and have to prove revenue before any significant share price increase from here. Investors have definitely lost confidence now, to justify 500mil+ market cap, they should have at least 50mil in revenue. They have 1 purchase order for 5 mil left on the books, with no time line as far as delivery of that order goes. RIP POET
Who knew POET would fuck me through an entirely different ticker. On the other hand MRVL has been on a crazy run so kind of expected to dip
MRVL, CRDO, ALAB absolutely shredded today
Maybe MRVL isn't a long term hold after all
No, they got their contracts with MRVL cancelled.
Which would you rather have accurate? Cramer was right Or POET technology is still good, MRVL cancelled bc they’re dumb and over a breach of confidentiality and now you have a good entry price to POET
Undoing all the gains from the MRVL bump to start!
Cancelled orders by Celestial/MRVL, citing breach of NDA
What’s a realistic bottom for POET after the MRVL cancellation?
MRVL canceled contract with them for breach of confidentiality.
The news about MSFT is good, not bad. That was wild reaction. but pod is ded. MRVL no longer cooperating with them is gg rip
MRVL... you're pissing me off. Go up you dumb cunt
Need INTC to keep popping off. MRVL to rocket to 170+. and CAR fo drop like an anvil as deep as it can all week. But thinking of POET 5/8c and also maybe either qcom or MSFT calls. Idk which yet.
My entire 41 semi watchlist is green except MRVL lol
Damn did MRVL top or something..
I got fucked by MRVL last week. Prolly prints at ER tho
I was trying to get in MRVL and ARM all of last week, they just kept running 😭
I had BE at $22 MRVL at $52 and MU around $55-60. It’s all hindsight
MRVL up 90% in a month at peak 🤩
James from Invest Answers is by far the best. Don't trust me, look up his calls this year. They are amazing. He called MRVL, AMD, SATS, ALAB, MU, Google, and Copper all before they ran.
Whats the opening prices for monday with INTC/MRVL? Does INTC finish the week over 85?
I may DCA into it. I'm a big believer in ARM but still saw it as too expensive over MRVL, AVGO, AMD.
Bought AMD, MRVL, NVDA, AMAT several years ago when INTC couldn't get out of their own way. I'm good, TY very much.
TLDR to my response. Mag7 id go Goog, AMZ, Meta, MSFT (I tend to not pick MSFT but it’s MSFT and unless it’s at $450-500 it’s probably undervalued). APLD, POET, NBIS, MRVL, AVGO or any strong photonics, data center, or cloud computing ticker. Not FA - gotta pick what you believe in or you won’t hold through drawdowns and bear cycles.
Indeed. I mean this is WSB - I respect it. But 2m in rklb just sounds nuts unless you’ve got 10m in brokerage accts. Literally split a million across some other high risk/beta stocks and blue choose and you’re going to hit lambo land without it all tied up in rklb. NBIS, Goog, Meta, MRVL, and then a photonics pick or more semi’s. Hell, apparently even INTC is a lower risk-high reward play lol
Usually am excited and waiting for this week but not this Quarter as shorting AMD MRVL AGX CLS TXN costed me 5K and no more powder Good luck to you all I would have brought shares hoping for some gap up and sell if i had money So you know am a loser and you can inverse me now.
Hoping Monday brings more gains for INTC/MRVL and CAR is dropping like a rock
The point is simple - the market often over reacts. Yes VRT and MRVL are not software stocks, but they were mispriced last year and now there are catalysts that are driving them to new highs. The same could happen with good companies that have been dragged down in what may be an overreaction to how AI will impact software companies. The point is that it pays to buy good companies that are beaten down. That's obviously not always the case, but some of these software companies will have a resurgence.
Yeah POET's been on my radar — the MRVL supply deal is real, CFO confirmed it directly. Social chatter is absolutely insane right now, engagements hit an all-time high on the 22nd and mentions just hit another ATH today. The bigger story is the CPO (co-packaged optics) thesis — their optical interposers solve AI bandwidth bottlenecks, and with NVIDIA's investment already in, the MRVL deal is another validation point. Cash position is actually strong too, around $430M, so dilution risk is lower than most small-cap photonics plays. The risk nobody's pricing in yet is the Malaysia facility ramp. They're guiding 30K+ engine shipments for 2026 and that depends on third-party manufacturing partners hitting timelines. If that slips it'll be the story that turns the tape. Not a bad setup but the social attention is parabolic, which usually means we're closer to the peak of the initial wave than the start of it.
I have not seen many increases in positions, although I havnt checked every sector. I did notice however that $MRVL institutional investments increased by 0.49%.
Intel's only like 1.5% of QQQ — you're right... the math doesn't work on direct weighting alone. What's actually happening is sentiment contagion across the whole semi complex. When Intel prints a data center beat that big, the market re-rates AI infra demand broadly — NVDA, AMD, AVGO, MRVL, MU all caught bids. Those names are massive weights in QQQ. NVDA alone is something like 8-9% of the index. So the tape isn't really reacting to Intel, it's reacting to what Intel's numbers *imply* about everyone else. The social side of this is interesting too. I track attention across about 10 platforms and the chatter volume on AI infra names spiked hard right after the print — not just Intel, all of them. That's the kind of cross-ticker sentiment sweep that moves indexes more than any single stock. The Tesla partnership piece probably added some fuel separately but the semi rerate is doing the heavy lifting.
$INTC $50 Puts expires on 07/17/2026 $MRVL $80 Puts expires on 09/18/2026 $HPE $13 Puts expires on 01/15/2027
Seriouslg wtf is going on with MRVL. That massive pump did nothing to it. What the fuck is this pinned at 161.5x-162.5x range. FUCKING GO UP!
I owned MRVL and MU both at $60, I hate it here
MRVL....what. the. Fuck. MOVE!!!
At some point MRVL gonna wake up from its fuckinf morning nap and rip. It better 🤬
Can someone tell me wtf is MRVL doing. Its literally hanging out in a 60c range since fucking open basically.
Wow I went to bed thinking I’d be up massive on MRVL
Anyone here get fucked by MRVL today Jesus christ
What the f happened with MRVL
Genuinely don’t think there’s anywhere close to the Bay Area in terms of wealth and insanity. AAPL, NVDA, META, GOOG, PLTR, TSLA, Anthropic, OpenAI, NFLIX, MU, INTC, AMD, AVGO, MRVL… list goes on
dang i sold MRVL too early why is the price target is only as high as 170 anyway and then it keeps pumping.