MRVL
Marvell Technology Group Ltd
Mentions (24Hr)
600.00% Today
Reddit Posts
Is their some good bargain plays in tech at this time
Cathie Wood calls Nvidia stock 'overpriced' after missing 2023 rally
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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 $10B
Mentions
Marvel MRVL looks great. Just dipped so I picked some up. POET got wrecked.
They had a new way of making electric connections with light. They sold it to MRVL. Almost. MRVL backed out because they talked about it too soon.
I went to the POET sub earlier and saw a post titled something like "Losing the MRVL order is the best thing that could happen to us" and had to immediately leave due to cringe overload
Interesting how this happened. POET apparently they had a big sale to MRVL, last week. Stock surged like crazy, esp on Friday. Today, it ended up they were full of shit and the sale was not finalized, and was canceled today. Cue the huge plunge. Sounds fishy AF to me. 🤷🏻🧐
**$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.
Stocks with the highest relative strength to the indices tend to lead in bull markets. Stocks making new lows while the market is making new highs are not participating in the bull market, so why would you want to own them? People make the mistake of thinking cheap, beaten up stocks are the best investments. In bull markets, you want the stocks that are making new highs, not making new lows. It's pretty clear to see in this market. Would you have wanted to own LULU or MRVL this year?
Who needs AVGO when you can buy MRVL babyyy
MRVL on the rise too. My 180c for 5/29 are pleased with this. Very much.
!banbet 178 MRVL 8d
Hope CAR crashes deeper red. My 84c for INTC keep rocketing higher. And MRVL also climbs to
Hope CAR crashes deeper red. My 84c for INTC keep rocketing higher. And MRVL also climbs too
LITE has a 250 something PE. it’s a hype stock. MRVL 40 pe a week ago. I exited lite and cien recently. didn’t have much. FYI.
MRVL and VRT are different though. They are infrastructure, which all companies are still heavily investing in. SaaS are all at the risk of going extinct. Obviously there will be winners but too early to tell who.
MRVL looking marvelous in the ah
I'd say MU. Semis is a crowded trade. Adjust your weighting accordingly. I'm heavy MU, LITE, MRVL NVDA but I'm dancing close to the exits
Fuck yeah MRVL climbing too. I have 180c for end of May. Keep goinf little buddy. Also INTC keep climbing and CAR...keep fucking dumping
Do you remember MRVL last year dropping from $125 down to below $55 and then trading sideways for months? Today it hit it's ATH at $165. Do you remember VRT last year dropping from the $140s to the $50s? Today it is trading above $300. I DCAd into both of those names on the way down and sold on the way up (albeit sold both off a bit too early). Both those drops were driven by the April tariff sell off - but the point is that the market can misprice good stocks and good sectors from time to time. Patience is required, but they often turn around. Many more examples from the past couple of years. I've been DCAing into NOW for the past couple of months. Might require some patience but I believe it will trade higher in the next 6-12 months.
My grandma once taught me, when your stock doubles, sell half, hold the rest. It was some of the best advice I've ever gotten and allowed me to hold on to my biggest winners for many years. MRVL is an elite leader in AI and likely to continue its strong performance, but consider selling a quarter to half of your position to lock in gains and then you're playing with house money.
how much you down bro? am getting anxious day by day by shorting AMD n MRVL
Closed some leveraged positions in tech today. Went heavy into leverage during mars. Up more than 50% since then (heavy in MRVL, MU and AMD). The easy money since the bottom has been made so reducing my leverage seems logical (still fully invested).
Same dude I’ve been on MRVL for a while. Kept buying every dip below $90. Rode to $130 and dipped. I’ve got bronze hands.
ARM & MRVL holding strong
MRVL hit its year forecast, time to sell or still time to run up
Chat, I’m sitting on $40k unrealized gains for 8/21 MRVL $100Cs I bought a month ago. Was planning to hold to May earnings but should I just cash out?