MRVL
Marvell Technology Group Ltd
Mentions (24Hr)
-45.45% 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
FYI, pretty sure when AVGO pops, MRVL and AMD dump. Swing it.
Prolly wasn’t a good day to buy MRVL weeklies
Mu, googl, PL, TER, GEV, MRVL all decent buys or will be soon after some short consolidation.
Google using MRVL for some TPUs. No biggie.
INTC, MU, SNDK, AMD, TSM, NVDA, AVGO, MRVL all will benefit from ATOM's next generation semiconductor manufacturing technology for chips with more performance boost and energy savings and more chips per wafer
Awesome ride for you! INTC was been one of my best performers this past week at ~600%. Got stopped out of $PLTR puts. Overall DarkFlow had an awesome week so far. DarkFlow picked up 1 signal today, $MRVL
MRVL is highly overrated and overpriced
Bought 300 shares of ORCL last week. Nothing to do with the Iranian debacle, more to do with the new CFO hire, expanded ai infrastructure build up. I also added more MRVL prior to NVDA's investing 2 billion for their chip technology. Sold PLTR, UBER & COST last year and bought AMD. P.S. At my age, I should be playing if a lot safer than I currently am doing, but savings accounts? I do have a 4% three month CD and some cash in a Treasury Note. Probably should be 40/60, right now I'm 70/30. I think by year's end I'll get it to 50/50.
AVGO, or MU if you dont mind the volatility. I really like MRVL and NBIS too but theres risk
MRVL still early on its breakout
#TLDR --- **Ticker:** $SIVEF / $SIVE (Sivers Semiconductors) **Direction:** Up 🚀 **Prognosis:** Buy Shares (Full port if you want to follow OP's lead) **Thesis:** Undervalued AI photonics play. It's a Swedish company with a $430M market cap whose lasers are already designed into massive hyperscaler roadmaps ($MRVL, $JBL). Wall Street is currently sleeping on it due to the foreign listing. **Skin in the Game:** OP is a massive Eurochad. The screenshot shows they are holding 109,450 shares (~€179k value) and are already up +46% (+€56k) on the play.
never mentioned MSFT but its going pretty good on the MRVL side
Yeah but MRVL IV is pretty damn high. Can split across all 3.
These euphoric pumps on AVGO AMD MRVL will come crashing down at some point.
Semiconductors are at bonker valuations right now. Both suppliers (ASML/AMAT/LRCX/KLAC) and traditional chipmakers (AVGO AMD MRVL). NVDA is reasonable, memory stocks debatable if it's another boom bust cycle or permanent. A correction to semis would send the market tumbling. I think that may happen off the next Nvidia or Broadcom earnings.
A little bit of everything. MRVL has been my favorite pick, but also been adding to positions on RBRK, SNPS, VRT, and a few others.
Hey bears. Learn from the past 17 times this has happened. You desperately need to well time your puts and exits, and that you should NOT hold overnight. I will be buying the dip. Not a lot, but a little every day. Especially my favorites. MRVL, LITE, ALAB, AMAT, COHR, GOOG, AMZN, AMD, AVGO, and more. You do you. You may make a buck, but when it reverses I'm going to make 3 bucks.
Tough decision if the market drops: * Do I buy covered calls on $INTC, $VRT, $MRVL, that I sold, back for profit, OR * Do I buy other stocks with that covered call money, hoping to snag good deals
We got ASML and TSM this week. AMAT, LCRX, KLAC soon, and then AMD AVGO MRVL NVDA May June
Last earnings season they dumped big tech. This time they're gonna dump semiconductors when they all cut or issue unimpressive guidance. The PE on INTC AMD MRVL are bonkers + same with ASML/AMAT/LRCX/KLAC (ASML probably best out of these though). Then NVDA earnings will be the ice on the cake and send the stock to the 140s. Look at NVDA graph, historically is due for a massive correction. Then probably bottom there and hit 200 in 2027. This is not financial advice.
This is going to be the quarter that Tesler dumps 10% on earnings. Same with PLTR, and same with most stocks. AMD MRVL AVGO etc most of them will go down on the next earnings report.
Follow the AMZN chip play upstream AMZN -> MRVL -> SIVE (OTC:SIVEF)
Talking about AMD, MRVL, ASML/AMAT/LRCX/KLAC. Also MU is cyclical and will crash eventually. AI isn't magically making that different now.
Even if the war ended today how much higher can we realistically go. Semiconductor stocks have pumped through the moon at completely hype levels that are based on greater fool's theory than fundamentals (INTC, MRVL, AMAT, etc). They obviously won't live up to next earnings, but they may just keep going up the way INTC ignored its last earnings and pumped anyways.
The best risk reward you’ll get right now is stuff like ASML, AMAT, KLA, AVGO, MRVL, and to a lesser extent MU. Couple weeks ago would have been much better valuations for all of those but the way things are going, you might get another shot in a couple more. Then in the lower risk level, like others are saying, power and related stuff. ETN, NEE, VRT, VST, and when it calms down a bit, CAT.
My MRVL leaps I sold in february are now up 1100% I love life
I got MU for 64 usd, sold for 160… look at me. Got MRVL for 70, sold at 92, now it is 150… you are not the only one who sucks in this (because i’m net down -20% ytd)
Left it alone. Instead added to AMAT, AMD, MRVL & NVDA from last April to the end of '25. Have now been adding ORCL, CSCO and will see if PANW heads lower and then add to them as well.
Why them over LITE, COHR, ALAB, MRVL, AVGO?
When the chip shortage from a few years ago was in full bloom and you couldn't even buy a new car, I started buying AMD, AMAT, NVDA, MRVL, MU. So far so good. I'm no Harvard Business School grad, I played a hunch and it's payed off. It could have bit me in the ass, but it's not as if I was buying unknown dot.com crap like in the 90s.
Follow the AMZN chip play upstream AMZN -> MRVL -> SIVE (OTC:SIVEF)
Nice! MRVL was the one for me today, got out too early at 60 percent because it shot up so fast, but i wont complain about profit :)
LOL. Look at NBIS, networking bottlenecks, chips, and custom chips \[MRVL, AVGO\].
10k on MRVL calls LETS GOOO
1k percent on my MRVL calls let’s gooo
Who ever tf YOLO MRVL couple months ago is UP AS FUCK.
Sold some covered calls on NBIS, MRVL, VRT, INTC to raise cash as they all hit 52-week highs. Then bought AXON and INTU with **some** of that cash. Maybe a dumb decision but both are great companies at attractive valuations being sold due to AI software panic. I bought INTC when it was selling for $23 and now it is > $61. Rest of the cash from covered calls will come in handy next week if the market dips
So angry I missed out on DOCN from a year ago because I read some comment on Yahoo Finance about how the share based compensation was too high and it pointed towards DOCN being a cash grab for the insiders. I actually used the company as well and knew they had amazing products / service. Instead of buying $200K of DOCN leaps I bought AMZN shares lol. I guess I deserve it for listening to a mouth breather on yahoo finance lol. Same thing with MRVL when it was $60. Saw some detailed post / analysis about how industry insiders were saying that MRVL was lying about their specifications and losing customers rapidly. Was going to invest but ended up not again. Oh well, you live and you learn.
$MRVL >**Amazon AWS CEO Matt Garman:** "all of Anthropic’s latest models are trained on Trainium, our custom chip" Video: [https://x.com/BourbonInsider/status/2042273512048496963](https://x.com/BourbonInsider/status/2042273512048496963)
MRVL going to 200 mark my words
MRVL going to 200 mark my words
VRT and MRVL Very strong bullish velocity🚀🚀🚀
Follow the AMZN trail upstream: AMZN -> MRVL (chip supplier) -> SIVE (photonics supplier)
My wife’s grandfather dropped like 30k into large cap high growth/high risk stocks like LITE, MRVL, MU, CLS, etc, because his son (who has had issues with gambling and coke addictions) just got into stocks a few months ago. He’s up like 50% YTD, which is honestly the worst outcome for him. He’s telling everyone how he has found a way to “ELIMINATE risk”, and when pressed on reasonings he says “big companies invest in these tickers”. Now this is all fun and games if he plans on just holding the 30k investment he put in. But now he wants to LIQUIDATE HIS 401K and put literally all of his money into these stocks. Reasoning with him isn’t working, as he stops listening when you explain there is no way to eliminate risk in the market. TL;DR - top is in. They’re about to snag the boomers life savings and then we will see the most massive rug pull in market history.
I guess a mea culpa is forthcoming. I honestly thought the markets would get hammered yesterday. The DOW closed well off its low (-500) to finish the day -85. Pre-market AMD +10, MRVL +6.5, AMAT +21 (too bad I sold some of the position on Monday), NVDA +6.5, GOOG +12, AMZN +9, ORCL +6, PANW +4 ( yesterday +8),QQQ +20 etc. Obviously all based on the two week moratorium concerning the Iran conflict. Once again, those "in the know" will make a killing today. If anything is a get in and get out type of day if you bought on Monday, it's today. Short-term capital gains, pay the 40% and sit pretty with a 60% profit, or hope after two weeks this nonsense is resolved and the markets start behaving normally, so you hold good companies and not worry (too much) about geopolitical issues, inflation issues, GDP issues, unemployment issues etc. By 3:00pm est yesterday, it was very clear the markets were not going to nosedive, so if you had cash on the sidelines, you could have bought some well known, well run, forward thinking companies. I'm already 75% equity portfolio based, at my age I should be 40%, but I retired earlier than I wanted to, for family reasons, so I played the markets in a riskier fashion because I had much less income. Funny, I wanted to selloff last October/November and pay the 20% capital gains this year, but I decided on one more year (read: a bit too greedy) and pay capital gains in 2027. Who saw this Iranian debacle coming? It really came out of nowhere. So, I will definitely be paring down and headed to a more safe haven, but still holding some blue chip stocks. For those investors in the 25-45 range and could stomach the ups and downs (I dealt with '00, '07-'08, '20, '22) I firmly believe, (unlike the dot.com/internet bubble burst) AI is going nowhere. The surface has barely been scratched. If you have twenty five to thirty years of investing to look forward to, even if you want to play it safe by buying index funds/etfs, you should do very well for yourselves. I only wish!
Jesus thanks for noticing. I'm up 25% give or take on MRVL, LITE, COHR, ALAB. though I just bought ALAB a week ago.
My wife’s grandfather dropped like 30k into large cap high growth/high risk stocks like LITE, MRVL, MU, CLS, etc, because his son (who has had issues with gambling and coke addictions) just got into stocks a few months ago. He’s up like 50% YTD, which is honestly the worst outcome for him. He’s telling everyone how he has found a way to “ELIMINATE risk”, and when pressed on reasonings he says “big companies invest in these tickers”. Now this is all fun and games if he plans on just holding the 30k investment he put in. But now he wants to LIQUIDATE HIS 401K and put literally all of his money into these stocks. Reasoning with him isn’t working, as he stops listening when you explain there is no way to eliminate risk in the market. TL;DR - top is in. They’re about to snag the boomers life savings and then we will see the most massive rug pull in market history.
DOW already down 300 (9:50am est). I sold off some stuff yesterday: AMAT, IBM, CSCO, made a nice gain, as I didn't have large positions in any of them, I figured take the money and run. Keep it in a t-bill and when the dust settles from this Iranian debacle, jump back in. Holding my bigger positions, NVDA, AMD, MRVL, GOOG, AMZN & AAPL. They'll probably get hammered, but I think these companies have the ability to bounce back quickly. Using last April's tariff fiasco as an example, and even the Covid-19 correction, these aforementioned stocks recovered in a relatively short period of time. Unfortunately, Trump is such a loose cannon and Hegseth is an incompetent moron, that if this escalates into something long term, recovery could take longer than expected.
S&P committee on an absolute tear with CVNA addition and now adding casey's general store instead of MRVL in the index
Only reason I can assume MRVL is down AH is because of the AVGO/GOOG news. Unless someone tells me otherwise.
Anyone know why $MRVL just dropped straight down? Was a new S&P addition announced and it wasn’t them?
MRVL is in a breakout
Am i dumb shorting MRVL at $100 ?
That’s a speculative play with boom or bust potential it seems. There are a slew of players on different fronts of the race to optical interconnects. Lumentum and Coherent are involved in multiple aspects of it and have rocketed over the past yr. MRVL, Broadcom, TSEM, Global Foundries, TSMC are a few others.
I may sell some gains on Monday on smaller positions and pare down on positions where I have higher percentages of my holdings: NVDA, AAPL, AMD, MRVL, GOOG, AMZN. Who saw this coming? In actuality, I should have sold last October/November, but I decided to hold off and pay capital gains in 2027, as my plan was to sell this year. Trump and cronies are sitting on so much cash reserves, that they could care less if at 4:00pm on Tuesday the markets drop 10-15%. I hope not, but this fiasco is starting to look way worse than 2020 and potentially taking on characteristics of 2008. Not a sky is falling investor, but what's happening is a disaster in waiting. Great if you're in your 20s or 30s, but my long game is no longer available. Certainly not defending Iran, a country laden with extreme terrorists, but there was no need at this time for the USA to get involved. Another weapons of mass destruction mirage, egged on by Netanyahu. I would be shocked if this is a positive week for the markets.
Sold out of the money QQQ call spreads, bought TSLA put spreads and MRVL puts.
MRVL is being slept on. MSFT and AMZN opex will be up by a ton this year and they are partnering with MRVL to build their chips. MRVL also acquired Celestial which is their break into photonics.
If you like MRVL, wait til you hear about $POET 🤑 Market still hasn’t priced in their collaboration.
I just sold my MRVL options on Thursday! Now you make me want to buy more
Well since the April 2025 tariff fiasco, in May I added MRVL, AMD, AMAT, NVDA, GOOG lowering my dollar cost average. During the Iranian debacle, I've laid rather low. However I did sell my XLC & XLY and bought AMZN @ 207, they're down 7+% ytd, and most analysts are forecasting the stock to be at 300-350 by the end of 2027. I'll settle for 250-275.
Any reason why you didn't jump in after Trump's tariff fiasco in April of last year started an obvious upward swing by mid-May? I bought MRVL, AMD, NVDA, PLTR, AMAT, GOOG. Even with the Iranian debacle, I'm still up quite a bit. Sometimes, you just have to say eff it, and take a shot. I recently sold my xlc and xly and added 300 shares of NVDA ($174), I believe it will be 275-325 by the end of 2027. Obviously, this could all backfire, but t-bills @ 3.5-3.75%? Short term CD @ 4.0-4.25%? I'll take my chances in quality companies with proven track records.
Agree there are lots of players and MRVL is in the drivers seat especially after the NVDA deal, but he’s asking for moonshots. MRVL is already an $90B company so it’ll be harder for them to be a 10X+ upside play. If they trade off with the next round of TACO’s pump and dump even after the NVDA deal, I’ll prob establish a position there. I also think TSEM has an opportunity to expand beyond being just a foundry with their investment in photonics, and if successful could be more vertically integrated which would drive revenues and rerating
I just want MRVL back to 90 and AGX to 500......up course my port is deep red
Photonics is definitely the next AI hardware frontier. It’s a matter of picking the winners. I’m in on MRVL and TSEM. MRVL acquired Celestial AI and is now the biggest player with potentially transformative tech to increase compute interconnect speeds. TSEM is a bleeding edge photonics foundry that could win whoever else comes out on top (similar to TSMC). Also keep an eye on Ayar Labs once it IPOs. I see a lot of recs for POET in this space. Not sure why.
I ever tell you I hate MRVL? Yesterday Cramer said he was all in. I thought that was the inverse signal?
My MRVL calls atoning for all my poor decisions
MRVL looks like it’s getting ready to rip.
Will MRVL actually hold this time instead of selling off every time it breaks 110
I feel like shit Shorting SPY CRWV TER RKLB MRVL down and counting May be close for loss Then we tank for sure
NVIDIA basically turning MRVL into a key sidekick in the AI factory + AI-RAN story. Custom XPUs + NVLink Fusion + silicon photonics is a pretty nice narrative for “picks and shovels” in AI and high speed networking. A $2B check from NVDA is also a hell of a validation. Volatility will be wild, but this is the kind of deal that can justify a rerate if execution is decent.
I shorted 20 SPY with 646 avg....20 MRVL at 94 avg....20 CRWV at 74 avg
opinions on MRVL gents
How many time is this fuk going to pump MRVL today. 😂
If Jensen is buying MRVL, so am I
The OI on the MRVL calls expiring 4/2. Nothing to see here 😂
Eh, MRVL PE is low enough that boosts like these aren’t going to inflate their valuation into the stratosphere, we gucci bois
What’s up with MRVL? It’s up 9% in 2 mins. And there’s no news!
-35%. Was 4m. PLTR and MRVL top holding. SNOW and RBRK are 3 and 4th. Just sold 30k MRVL and all into RBRK
I ain't buying shit until I see some upticks for a sustained run. If I don't get in at the absolute bottom, so be it. If I miss a few points while a stock is going up, so be it. Besides, I don't care if you graduated from Harvard Business School, Wharton or Stanford Business School, with this current Iranian debacle showing no immediate signs of letting up, nobody can forecast the bottom. Currently looking to add more shares to my ORCL, MRVL, GOOG and PANW. Not quite yet.