MRVL
Marvell Technology Group Ltd
Mentions (24Hr)
100.00% Today
Reddit Posts
Is their some good bargain plays in tech at this time
Cathie Wood calls Nvidia stock 'overpriced' after missing 2023 rally
2023-05-09 Wrinkle Brain Plays - In the style of a Pirate
2023-03-30 Wrinkle Brain Plays - In the style of Fred Flintstone
2023-02-02 Wrinkle-brain Plays (Mathematically derived options plays)
2023-01-17 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-21 Wrinkle-brain Plays (Mathematically derived options plays)
[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
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.
ARM is cool, just too expensive for how I like to invest. Doesn't mean it won't do well, just you give your less room for growth or if there is a down turn in the market, people will probably sell those names first. Price is a risk when trying to buy things, it's idea of "buy low". Now is interesting at these levels, same with MRVL. The only thing is that both are completely different sectors, companies, market caps. So it's kind of like apples to oranges. I think the valuation is a bit better on MRVL, but I would go with one of those two personally. Just depends if you want to own a smaller semi company vs a large cap software. Technically the valuation is a bit better on MRVL, so if you are looking for a better value, MRVL would fit it, but it's going to come down to how you like to invest and what you want to own.
Sorry, I think MRVL looks like a great buy at these levels. The valuation is not bad for what you are getting. [https://finviz.com/quote.ashx?t=MRVL](https://finviz.com/quote.ashx?t=MRVL) Forward PE of 23 and PEG of 0.52
Which stock for the long term between $ARM, $NOW, and $MRVL?
I don't think the valuation on MRVL isn't bad right here.
Let me tell you something i 've learnt in the past 15 years I have been in the market. I spent my days finding with healthy P/E (non-astronomic ), good cashflow (means they can survive downturns or choose to invest in their company), that beat expectations on their reports, that had insider buys OR that there was movement happening in the sector and they could benefit from the momentum. Things you 'd find written in a book and Warren himself would jerk you off if you tipped him about. An example of a stock that fits most of these criteria is MRVL. A semiconductor stock. Look how it has been doing compared to the MU meme stock, or to AVGO or TSMC or whatever bullshift WSB peddles. I have underperformed the market for 13 years straight until I jumped on bullshit like ASTS, NBIS, Quantum (quantum does not even work and it will not be the next big thing, trust me on this I work in the space, it's DOA 0-value tech) and scored a 800% gain with stocks no stock options. Do not go against the meme. GOOG will is the safe bet, it's the company that will grow 12% beating the market's 8%. You will make money without losing sleep. Never bet on a non-meme stock. Only place a bet if you believe if it has potential to become a meme.
Ok I shall capitulate and buy more chip stocks, bought some MRVL, some more semi ETF
Maybe sooner if POET has something to do with MRVL AMZN 👀
Every idiot in this sub is going to chase MRVL so damn hard on it hits ATH next month
Don't let the MRVL bag holders trick you
MRVL and ALAB are easy choices nobody is talking about, but set up to benefit extremely from AI infrastructure.
Just sold my MRVL call for some tax loss harvesting.. fuk me.
Uhh, from my own personal research so far, to cover all grounds I’ve liked: 1. $AXTI - Basically 40% of InP supply chain 2. $DOWA + Sumitomo for Western hedge on InP / InP substrate 3. $AAOI, $LITE for hyperscaler buildout, AAOI for AMZN/MSFT, and LITE for everything but more levered to Google TPU 4. $MRVL and $AVGO - MRVL design partner for MSFT 2026-2027, and AVGO kinda everything.
This portfolio is a highly concentrated, thematic growth play centered on the "Future of Technology and Energy." While it holds several different tickers, it is not diversified in the traditional sense; it is heavily tilted toward high-beta, tech-centric risk. Here is a breakdown of your portfolio as of late December 2025. 1. Diversification Analysis Sector Concentration: Extremely high. Over 80% of your capital is tied to the "AI Power Loop": Chips (SMH, MRVL) → Automation (ROBO) → Energy (NUKZ, GRID). Overlap: There is significant "hidden" overlap. For example, GRID, NUKZ, and ROBO all have exposure to industrial giants like Quanta Services or Schneider Electric. SMH and MRVL are both driven by the same semiconductor cycles. Asset Class: Mostly equities, with Solana providing a high-risk crypto "kicker." You have no exposure to defensive sectors (Consumer Staples, Healthcare, or Fixed Income). 2. Strength, Weakness, and Valuation Feature Analysis Strengths Structural Tailwinds: Every asset you own benefits from the multi-decade shift toward AI and electrification. High growth potential if the "Nuclear Renaissance" and "AI chip" cycles continue. Weaknesses Interest Rate Sensitivity: Most of these are growth assets that suffer when rates are high. Capital Intensity: Nuclear and Smart Grids require massive upfront spending, making them sensitive to economic slowdowns. Valuation Likely Overvalued/Premium: SMH (P/E ~43x) and ROBO trade at significant premiums to the S&P 500. NUKZ has seen a massive run-up in 2025 (+41% YTD), suggesting much of the "renaissance" is already priced in. 3. Bull vs. Bear Case The Bull Case (The "Supercycle") AI demand stays "higher for longer," requiring a total overhaul of the US power grid (GRID) and a massive shift to carbon-free baseload power (NUKZ). In this scenario, Marvell (MRVL) wins as data centers require more specialized networking chips, and Solana becomes the "high-speed retail chain" for crypto apps. The Bear Case (The "CapEx Hangover") Big Tech companies (Microsoft, Google) realize they have over-invested in AI chips, leading to a "chip glut." This would crash SMH and MRVL. Simultaneously, if nuclear projects face regulatory delays or cost overruns, NUKZ and GRIDcould see a 30–40% "air pocket" drop as speculative money exits. 4. Performance in a Downturn In a standard recession or market "black swan," this portfolio will likely significantly underperform the S&P 500. * Liquidity Drain: Solana and SMH are often the first things sold when investors move to "risk-off." Volatility: Expect drawdowns that are 1.5x to 2x deeper than the broader market. 5. Portfolio Metrics (Estimates) BETA (Systemic Risk): Estimated 1.45 – 1.60. (This means for every 1% the S&P 500 moves, your portfolio likely moves 1.5% or more). YIELD (Income): Very Low (~0.6% – 0.9%). This is a "capital appreciation" portfolio, not an income one. GRID provides the most yield (~1.25%), while SMH/MRVL provide almost none. PEG (Price/Earnings-to-Growth): High (~2.0 – 2.5). A PEG over 1.0 suggests you are paying a premium for growth. You aren't getting "deals" here; you are paying up for quality/momentum. Next Steps To balance this without losing your "conviction" in tech, would you like me to identify 2-3 defensive stocks or "value" ETFs that would lower your overall Beta while keeping your tech exposure?
Throwing my two cents out there on a long-term holding of mine: $MRVL. Revenue growth and free cash flow are strong and continue to improve
Throwing my two cents out there on a long-term holding of mine: $MRVL. Revenue growth and free cash flow are strong and continue to improve meaningfully. From a technical standpoint, the chart structure suggests significant upside potential as well, supporting a bullish long-term thesis.
MRVL is the sleeper.
Don’t miss out on MRVL chip/semiconductor in my opinion 2026 will see big revenues!!
I think we are still a ways off on needing more energy. During a discussion at the Center for Strategic and International Studies (CSIS), the CEO of NVidia, Jensen Huang emphasized that the primary challenge is the speed of construction and the logistical hurdles involved in building data centers, rather than a fundamental energy shortage itself. He noted, building a large AI data center in the U.S. typically takes around three years due to permitting, environmental reviews, and grid upgrades. This is the real bottle neck!! There are 2 other issues I see with investing any meaningful capital in energy (note I have a small position in OKLO because I like their tech but I don’t think it will see revenues for quite some time ~ 3+ years). First, technology like Nuclear is far from being operationally ready, so investors plowing lots of money in that space will be really making a bet on who or what technology will prevail but won’t make serious returns as that will only come during the commercialization and contract, revenue stage. Second, the better play I believe is to look at the technology that will improve the current energy usage. What will make data centers use less energy. That is, better more efficient design of data centers by hyperscalers. Look at Nebius vs CoreWeave for the answer there. I have bet on Nebius but investors should do their on DD. Next will be to have copper replaced by glass. IE better more efficient energy usage via Photonics. That space has a ton of great companies doing really great things. That to me is where investors should be focused to respond to the threat of energy scarcity. I am invested in 3 main companies there, ALMU, POET and MRVL.
That’s not a competitor… NVDA has quite a few competitors… AVGO GOOGL/AMZN AMD QCOM INTL (if management weren’t useless) MRVL (to some extent) ARM (to some extent) The industry is packed and hyperscalers could buy from any of these other than Googl and AMZN which make chips in house, but they choose to buy from NVDA. Why? because NVDA chips are simply 2 steps ahead of the rest.
Meta dying too, MRVL going to moon - nah just no volume
NVDA: “I’m crushing it today” MRVL: “Hold my chips”
Whoever thinks that AI trade is dead: * In 2024, Google CEO had to apologize for AI mistakes: [https://www.semafor.com/article/02/27/2024/google-ceo-sundar-pichai-calls-ai-tools-responses-completely-unacceptable](https://www.semafor.com/article/02/27/2024/google-ceo-sundar-pichai-calls-ai-tools-responses-completely-unacceptable) * In early 2025, Google stock was heavily beaten down because AI was going to replace search revenue * Look at Google stock now If you think we have reached peak AI in 2025 and there is no more growth left for NVDA, AVGO, AMD, INTC, TSMC, MRVL, ASML, VRT or other semiconductor stocks, you have no idea what is coming in next 2 years!!
I'm not mad at MRVL either. I went all in on the memory and memory adjacent shit.
Lumentun, Ciena, COHR, MRVL all great picks but POET has the most upside potential https://preview.redd.it/4a7f2c8a228g1.png?width=1178&format=png&auto=webp&s=5f124e76bad24b19eb8093a6cf66662e73b60866
The beat down the SMCI has been taking from this pattern has been astonishing. a company that had the white box server market sewn up tight, years before AI hype hit, and is still king of that market - and with it all of the boring gets-shit-done general compute demand that has nothing to do with AI whatsoever. it's bizarre how MU continues to be a juggernaut while SMCI languishes in spite of both being in a position similar to AVGO and MRVL - necessary but unsexy nuts and bolts suppliers of both general compute and whatever flavor of the month trend is happening with AI.
OFC MRVL is pumping now that i sold, you're welcome regards....
Yeah, that checks out. Maybe MRVL took a backrubbing break take the pic from above. Also, CRM is in the corner crying because they can't get hard without a cracker to eat after.
This is good for MRVL tho, right? Like, they’re the tertiary guy giving someone in the ring a back rub, but not grabbing a shaft directly.. does it math?
+4.7k on the day. Maybe not much for some, but a massive day for me. Also getting banned in a couple hours cause $MRVL is fake and ghey. Have a great week my dear regards.
Guys you can buy MRVL now. I closed my position, so it will definitely soar!
Bro MRVL stock sucks! Period
Where the fk MRVL is going to?!
Thats your 2nd MRVL comment, stop pumping
MRVL 5% off today only 😜
$MRVL [https://www.techradar.com/pro/this-tiny-chip-could-singlehandedly-solve-the-ram-shortage-by-allowing-hyperscalers-to-reuse-old-ddr4-memory-via-cxl-and-it-even-comes-with-an-extraordinary-feature](https://www.techradar.com/pro/this-tiny-chip-could-singlehandedly-solve-the-ram-shortage-by-allowing-hyperscalers-to-reuse-old-ddr4-memory-via-cxl-and-it-even-comes-with-an-extraordinary-feature)
thanks! among those you listed as good fundamentals i thought ANET was more fairly valued, i was about to enter MRVL then the microsoft news came out so i held off. VRT has had a strong run up already and seems to be facing some resistance, as for IREN i don’t feel comfortable buying into a stock that could still be living the post IPO hype haha. but still looking for an entry.
I like your idea in principle, long-term. FWIW, I ran your list through a quick check on the stocks' fundamentals and there is some variance in quality there: \- IREN, VRT, ANET, MRVL: look pretty good \- NBIS, APLD, CRWV, CORZ: negative margins, ROE Have you looked into data centre REITs? That's another angle to play on.
my first ever trade was on scottrade and i bought MRVL at like $12
Would be nice if ORCL pulled a MRVL and go +15% now
Now $AVGO is down and $MRVL is up! That’s how it works , patience wins!
Oh fuck MRVL +2% Catalyst?
I am hoping for big things with poet in '26. My long calls go till '27. This celestial ai thing with MRVL could be the boost Poet is looking for.
Yesterday I handed you all CRWV as an easy snap back and here we are with another as equally as easy. MRVL MRVL MRVL —-> down today because an analyst at Benchmark who has “25 years” of experience says MRVL’s big contracts in jeopardy. So 2 things to note: that Benchmark AnALyst Cody whatever is 136 years old. And the Technology that he doesnt understand that MRVL has is cutting edge. It uses light to push data through the chips faster. Many many companies have been working on this technology and failed so far, until MRVL. Cheers
During the over done tariff bullshit in April, I bought more AMD, MRVL, NVDA, PLTR, AMAT, PANW. So far so good, however, I think I will be unloading some long term holdings in early 2026. I just think Trump will once again do something ridiculous to cause a 10-15% decline. Pre-planned volatility to help the 1%ers cash in even more. Hey, small fry like us, could do the same one much smaller scale, provided you have cash on the sidelines.
Is anyone else getting frustrated with Marvell Technology ($MRVL)? It feels like management is working overtime to brand the company as a pure-play AI stock to the street, yet the execution just isn't living up to the hype. The rhetoric is strong, but the follow-through seems consistently lumpy or delayed, leaving investors hanging. The most recent headlines around the Celestial AI acquisition and positive long-term projections (like the Custom AI chip ramp) are promising, but we've seen this cycle before—big potential, slow ramp. It makes me wonder if the near-term volatility is going to keep pressuring the stock. I'm starting to seriously question the near-term bottom for $MRVL. We're seeing analyst price targets being raised, but the stock has been trading with significant swings, and any whiff of custom silicon share loss (like the recent concerns around Amazon/Microsoft programs) sends it reeling. The market seems to be pricing in a lot of future growth that still feels years away. Are we truly facing a near-term execution gap, or is the market being overly skeptical despite the strong data center demand? What's everyone else seeing on the charts? Where do you think the stock finds a solid floor before the highly anticipated 2027/2028 AI ramp materializes? #Marvell #MRVL #AIStocks #Semiconductors #StockMarket
Or, is AMZN a new customer moving away from MRVL?
GOOGL and MRVL down, shit like CVNA. I hate this market 🪑🪢
Man MRVL can't catch a break, rough day.
Love panic selling! MRVL $130 next week!
If you valued $POET at even half of the deal with MRVL it would be a 5x from this price $6->30$. Not saying that’s going to happen just purely on marker cap value comparison.
You thought only MRVL is falling today? Guess what it’ll be many other stocks. It’s huge dump time!!
Is MRVL going to stop free falling?
MSFT going with AVGO chips over MRVL or something like that
MRVL got violated by S&P and CVNA 🥺
I’ll buy MRVL on sale all day long
Lol at MRVL. 6% dump
MRVL should have been included and it still would be a rounding error to the index
Yooo why did MRVL go down since Friday? Did they delay Avengers:Doomsday?
Need SOFI and MRVL to go green tyvm
I have my exposure in the picks and shovels players of AVGO and MRVL. Not becauae of TPUs but because they are the leader in interconnects and ethernets, which data centers all need too
These probably don't qualify as hidden gems but figured I'd throw them out there: IREN, RKLB, MRVL, ACHR, NBIS