MRVL
Marvell Technology Group Ltd
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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
Bough MRVL calls ANF puts suck on that
ETN, ALAB, APH, COHR, LITE, MRVL. I had one more but dumped it when it was down too much. For some reason I'm holding ALAB.
Been in and out of MRVL a couple times. Has some history of not living up to expectations and getting hammered but those dips have been good to me.
Marvell is actually interesting because they just bought Celestial AI who is a photonics based platform and who also uses POET's optical interposer technology. There could be some announcement of a deal between MRVL and POET in the future.
MRVL as well. They have a good sized optical biz.
I think AVGO will dump and MRVL will pump
Between AVGO and MRVL, one is going to pump and the other is going to dump this week. Think I am going with MRVL calls
I own AMD, NVDA, AMAT; but the one I own that I've been adding to since 04/25 (owned it pre-tariff dip) is MRVL. Many analysts have them by 4th quarter 2027 at $150-60. Currently sitting at $82.
What do we think about MRVL earnings?
MRVL is partnered with Amazon to design their Trainium chips. Amazon just signed a massive deal with OpenAI by committing their chips. Undervalued stock imo
Thoughts on MRVL and CRDO?
ASTS, RGTI, AVGO, MRVL up or down?
It is all in IRA - so no spending- I'm fairly settled, house, car etc , didn't do this cause I was struggling. Strat has been " what stock would I buy" then go long with an option. Everything was about a yearish out, but when they went up and the option went up more I profited. So except for a IBIT gamble that was a small one, I have been rolling, MRVL, BA, KO, CLX, EWY......now waiting on ADBE to show it won't be crushed by AI. Then I'll get after it.
GOOG flat, AMZN, WMT, COST and MRVL up, NFLX mooning
$mrvl 03:06 PM EST, 02/27/2026 (MT Newswires) -- Marvell Technology (MRVL) is poised for upside in Q4 and deliver a strong Q1 guidance driven by accelerating demand for its AI Application-Specific Integrated Circuits and networking, Oppenheimer said in a note Friday.
Monday - down, Tuesday/Wednesday up, Thursday/Friday down. Get used to this. Plus, major companies good earnings reports mean nothing of late. MRVL reports earnings on March 5, hopefully the stock moves up, but if true to form and they dip, I think I'll add 150-200. I'm hoping for $110 by year's end.
And then there's MRVL just randomly outperforming all the semis.
Anyone playing CRDO MRVL earnings
MRVL gang? Will we get a proper pump or is it gunna shoot for 5 minutes and sell off next day
They hit $212 last October, and after hours numbers have dropped since 4:30. Lately, almost any company that announces better than expected earnings, sees its share price drop. I have enough shares, got in before the 10x split, I'll cash out 75% when it hits $250. Hopefully by year's end or first quarter 2027. Of late, I've been adding MRVL, ORCL and PANW..
Path $13 MRVL $85 or something.
I typically sell a position when its down 10% or so, so why am I holding PATH and MRVL like a dumbass? Oh, answered my own question.
I typically sell a position when its down 10% or so, so why am I holding PATH and MRVL like a dumbass? Oh, answered my own question.
Why MRVL exactly? I’ve researched a lot of companies but not that one.
Loaded up on MRVL for the first time
And to think this took the place of MRVL on the S&P.
MRVL carrying my MU/SNDK bags today
I just spread my tech holdings over the strongest companies and hold. AVGO, MSFT, AMD, NVDA, MRVL, CRTO, TSM, META, GOOGL. I watch the action, but I'm in for at least the next ten years.
PLTR — yes, it’s overvalued still, but there’s nothing like it that comes close, it’s growing insanely fast into the valuation, and it doesn’t matter who wins the LLM or agent if AI war. MRVL, ARM, and INTC are others (especially INTC).
AMD, NVDA, AMAT, GOOG, MSFT, MRVL, ORCL. I wouldn't do anything until Q1 is over, I suspect more bloodshed is on the horizon. Rather buy on a 5-10% upswing and see something positive. Lately, even blowout quarterly earnings are having no effect on stock prices. So many good companies that had excellent earnings still saw their share price drop 10% or more.
**YES**, a man after my own heart! Simple often works better than complicated. You're finding things that are going up. You're getting long with LEAPS Calls as *share substitutes.* "Finding things that are going up," I may've taken a liberty there, because you might be thinking, "This thing *should* go up, based on what it's been through recently." Plus you add the Value tilt, which puts them in your favor. May I make a suggestion? Actually two: **ETFs** Find ones that are going up **right now**. ETFs over stocks because they're less volatile. Say **BA** goes bankrupt overnight. The ETF **XLF** loses about 5%. Say its CEO is found in the Epstein files and the stock drops by 25%. **XLF** loses 1.2%. Ho hum. (**XLF** isn't going up right now, so don't buy it; I'm just saying.) ***Momentum persists.*** Find it and buy it. It sounds like you're a shorter-term trader than most. I am too: 3 months or so is my investing horizon. **EWY** is my current favorite ETF. Here I compare it with MRVL and BA that you mentioned: [EWY vs. MRVL & BA, 3-month](https://imgur.com/a/94b1Qvc) I wish I'd found EWY earlier, but I only got into it on 1/28. But it's done 39% over that 3-month view, and 20% over the past month. And you realize you're getting leverage when buying LEAPS Calls, right? Let me know if you want to chat more about this, but you're definitely on the right track. To give you an idea of how much so, I started a 3-ETF LEAPS Call portfolio with my sister's IRA on 10/22. To date it's up 96%. Almost a doubling in less than 4 months. Take care.
Opened a position in MRVL. New Avengers movie should be good. Can’t go tits up.
MRVL wants to break 83 so bad just let the bitch run
New to investing (1 year right now). What's a good return rate on my investments? I get scared to put money into the market, so I only have about 12k put in my portfolio. Currently in the last year, I'm up 58.55% with the following OKLO 45% RKLB 10% ASTS 8% RYCEY 7% MRVL 7% LUNR 6% AMZN 5% BKSKY 5% FNMA 4% VST 3%
Buy MRVL and wait for a year. 5x guaranteed\* \*based on a coin-flip simulator
You know...before you post stupid questions like this, you can attempt to answer it yourself by going to Finviz or some other screener tool. Here's a list, sorted by market cap, of companies -20% (there's no option to select -25% without a subscription) over the last year, within the tech sector only: https://finviz.com/screener.ashx?v=141&f=sec_technology,ta_perf_52w20u&ft=4&o=-marketcap For those too lazy to click the link: SAP, CRM, ACN, QCOM, ARM, INTU, ADBE, NOW, ADP, INFY, MRVL....it goes on for 18 pages x 20 tickers each page.
I think a stock with better upside potential is MRVL. I've been adding on the dips, added another 100 shares on Tuesday @ 73.80. Closed Friday @ 80.28. Marvell's 2026 Story Looks Quiet Bullish (NASDAQ:MRVL) | Seeking Alpha https://share.google/LEKq0XNkWfa5qOBxq MRVL - Marvell Technology Group Ltd Stock - Displayed [996 Analyst Price Targets] https://share.google/HsDaq4heqfHTz4PMG Marvell Technology (MRVL) Stock Forecast & Analyst Price Targets https://share.google/WiXpgAjkx84pSiwUs
I'm all in on MRVL. Their acquisition of celestial AI gives them a lead on photonics. Engineer it with their custom asic production and you have a very attractive chip design for hyperscalers.
Photonics is a big one COHR, LITE, MRVL, POET (speculative), ALAB (they just bought a photonics company)
timed the fuck out of MRVL 2 days ago and now up bigly
Agree. Also MRVL is projected to join the S&P within the next 2 years.
I have this theory that the AI cycle has three big phases to it. Phase 1 was LLM model trading/learning dominated by the compute companies (NVDA mostly, duh) then phase 2, inference currently in this phase dominated by the memory stocks like MU, SNDK, WDC, seagate etc, next phase will beverage computing in your pocket. Qualcomm, MRVL and AVGO dominate
I understand everyone’s circumstances are different, but It’s not really “wheeling” if immediately closing out of CSPs for a loss and/or selling assigned shares for a loss. I am more than willing to admit that I will be assigned on more positions than I was hoping for due to all of this. Currently, all of my positions are on companies I am fine adding to long term holding if it goes that way. Account is value is down 8.75% this month, but will keep wheeling by selling CCs on my assignments and will be bag holding a few positions for who knows how long. Current positions with various DTEs running into March: AVGO, MRVL, ORCL, HOOD, NVDA, GOOG.
I’m focusing on where the capex is going - nvda, MU, MRVL, vnet. Hyperscalers are just handing these companies money in trucks
I think a safer play for a stock that's been hammered is MRVL & ORCL. I'd take my chances that both will rebound quicker than PYPL.
MRVL is the play though
MRVL, RDDT,CRCL, APH,RIVN, ALAB, PLTR all have good entry positions and are heavily discounted. Jump on that train
Micron is too good. I’ll never be able to sell because its story may just keep getting better. I have 120 shares at 69 average. Now I’m buying MRVL to make a buck next year. They have a lot of growth ahead but not a stock I would be afraid to sell after a surge.
You could establish a long-short market neutral position by going long on the Google/Anthropic ecosystem (GOOG, AMZN, AVGO, MRVL) and short the OpenAI ecosystem (ORCL, CRWV). I left out NVDA and MSFT because they’re involved in both but in theory you could “weight them” more in the appropriate bucket. However, this is really for sophisticated institutional investors (I haven’t tried this myself), so if you’re asking on Reddit, don’t do it.
Got GOOG Leaps on Friday on the dip and also MRVL leaps on the hopes that this acquisiton of Celestial AI will give some positive momentum to the stock Both Leaps a bit ITM and expiring on January 2027
Ima sell out of MRVL for even and sell ITM calls on silver if Monday pumps, and get out, clear 20k margin back to 20% margin, 1 month no buying and I can despoit cash to 0 margin use
🤝 what strike did you buy? With NVDA’s new gen of GPUs requiring MRVL parts, seemed like a no brainer.
Just bought 20k of MRVL leaps, this one is for Stan Lee
MRVL giving me $6 in dividends and telling me to fuck off cuz its still down. Also, think I might have to buy some puts for the weekend. With the EU saying iran guard or whatever is terrorists, looks like the israeli plot to have trump attack iran might happen soon - and trump loves the weekends for that.
I’ve gotten killed by MRVL every time I’ve played it
I bought some MRVL yesterday, surely it won't drop the rest of the year
$MRVL [https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/](https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/)
$MRVL [https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/](https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/)
I was invested in MRVL for a few years but got out due to delivery misses. As INTC has just shown, its a very complex supply chain, and demand is volatile, as is the regulation. POET has potential.
It's weird that it's not easy to find From what I understand, Marvell requested to close the transaction earlier than originally estimated and the FTC approved it. "Marvell Technology (MRVL) has received early termination approval from the Federal Trade Commission for its acquisition of Celestial AI, a move valued at approximately $3.25 billion. The transaction includes $1 billion in cash and 27.2 million shares of Marvell stock, valued at $2.25 billion. Additional shares may be issued if Celestial AI achieves specific revenue milestones by fiscal 2029. The acquisition is anticipated to finalize in early 2026, pending regulatory conditions. Following the announcement, Marvell's stock saw a 1% increase."
MRVL is also tied to AWS to provide their photonics fabric. Definitely bullish on MRVL
#TLDR --- **Ticker:** POET **Direction:** Up **Prognosis:** Buy Shares & March $10 Calls **Catalyst:** MRVL and AWS engaging in a "photonic fabric" circlejerk to pump the stock via direct offerings. **Broker Warning:** Schwab says "manipulation," OP hears "buy double."
Anyone else think it’s weird MRVL officially closes celestial deal and poet closes direct offering same day? 🤔nah probably not
You can scalp these worst case. Something’s brewing, and it’s gonna be MRVL(celestial AI) related. Acquisition closed today; same day poet announces direct $150m investment. Poet’s tech is at the foundation of celestial AI (now Marvel’s photonics fabric). Just my 2 cents
MRVL feels like it might run back up to 90? (not based on a technical analysis)
Depends on how open looks and how asinine the speech is tomorrow morning .. I'm (planning to) enter/add here: $APLD - April/May calls || $NBIS - June $120C || $SLV - April ATM C's || $GOOG $335C || $PCT 1/27 Leaps || $MRVL April $85C || $ONDS - 1/27 $12C/15C ... And more $POET leaps if I get a pullback. If it's a giant red dong, VIX & watch.
My lost of dogs shit companies: CRCL,RDDT,AAPL, PLTR, HOOD, MRVL, ADBE
Does this mean MRVL could at least 2x?
Sold my MRVL 81P (.65 > 1.3) because I'm too scared to hold till tomorrow
POET up big while every other interconnect/photonics stock is down (CRDO, ALAB, LITE, MRVL). Did I miss something here?
NFLX, COF, BoA, AVGO, MRVL, META and MSFT basically died today 😂
It's hard because it's like Apple to Oranges, since it's a semi company vs payment processors. I like the valuation and story a bit more on MRVL, but it's kind of an AI play, so there is still risk in the capex cut. If you want long term, boring, compounders, that V/MA will probably make more sense, but which has probably a chance of a higher return, MRVL would probably be the name.
I'm eyeing MRVL too, debating whether or to buy that or V/MA after the recent pullback, what do you think?
What’s your opinion on MRVL
Such a wild name. I ended up picking up MRVL or ALAB, but it's been wild to watch it go from like 160 to 140 to now like 181.
I do like to find these stocks by filtering out ones that are close to their respective put walls. By this logic, MRVL TTD AXP BBY AMDL are good opportunities across less popular tickers.
Why doesn’t the market value MRVL like the other semis? Prob cause I bought
I'm just going to wait to see what happens for earnings instead of playing them. Cause it seems like whenever a stock goes down on earnings it will just bounce back in hours or the next day (MRVL, HPQ) provided it isn't an outrageously overvalued megacap like Broadcom or Oracle.
Yeah, pretty unlikely. I think you mean rubin (the newest NVDA chips) trained models though. Here’s the issue. NVDA keeps deploying new chips in less than a year every year. These chips are the “best” in general at every task, but not the best at each individual task. To get a chip that is tailored to an individual task, you need custom ASICS style chips (AVGO, MRVL) which it seems most data centers are beginning to deploy or have been using for a while (GOOG, AMZN, etc.). Obviously this does not cut NVDA’s demand though, because you still want the all purpose chips too for parts of your data center that need it. The problem though, is that these data centers are pricing in using the chips that they bought for 6 YEARS…. That’s a long fucking time…. So what’s possible given this model? 1. People start buying less chips (less demand) saying that have enough for the remaining 6 years that they have priced into their earnings and the real bottleneck is memory and power. 2. People buy the newest and greatest chips EVERY TIME there is a new set, and they re-negotiate those previous earnings (likely causing the early priced in CAPEX to make the PE and forward PE inflate - higher valuation of stocks)… Either is not good. The point is though, the foundation models won’t just be trained on rubin. None of them to my knowledge are just trained on a single chip set anyway. Thus no one knows how Gemini or chatGPT will do in the future. All we know is the trend of performance from the past and right now says Gemini is running away in performance
Nvda, MU, AVGO, ARM, VRT, MRVL, MSFT, GOOGL, AMZN, META
MRVL shares NBIS but this will probably get called away this month Probably continue selling puts on spx until next fed meeting end of this month.
Looks like a good buy point for MRVL, not saying it can't go below $80 again but...
Totally, just with ARM it's too expensive for things I like to buy. [https://finviz.com/quote.ashx?t=ARM&p=d](https://finviz.com/quote.ashx?t=ARM&p=d) PEG is 2.3, which isn't the worst, but I try to stick anything under 2. P/S is also really high for any semi names at like 27. Not saying it's a bad buy, just something I find too expensive and worry about if there is any downturn in the market, could see even more of a sale off. Doesn't mean it's a bad company, just not how I like to invest. From what I see with NOW: [https://stockanalysis.com/stocks/now/financials/?p=quarterly](https://stockanalysis.com/stocks/now/financials/?p=quarterly) It's been north of 20% growth QoQ since Dec 2023, so that's two years of solid growth. They've also did a great job of keeping high gross margins and the last few quarters, the operating margins are much higher [https://quickfs.net/company/NOW:US](https://quickfs.net/company/NOW:US) Feels like a lot of the market isn't sure what do with software this year and I have a feeling if we still see great numbers the next quarter or two, mr market might want to buy since it could be over reacting to the AI and software stuff. I could be wrong on that, since I'm not sure how much AI is going to impact some names. MRVL is like a mini AVGO.
ARM was a good pick post-IPO drawdown. NOW is not delivering growth like I thought it would be 2 years ago. Dunno about MRVL as I haven't researched it.