Reddit Posts
Small caps are having their best year since 1991 and nobody I know is talking about it
$GCTS Part 2: Addressing and Countering the Bull Case (Alpha Chips Contract, Margin Expansion, Analyst Re-Rating, and Anapass Debt Writeoff)
GCTS Update part 3. Why I believe this recent new partnership could be big for GCTS.
MXL: 3-5x potential even after recent gap up
I bought MXL yesterday, and it’s up 30% today. Do you guys think I should sell?
Silicon motion max linear merger arbitrage play (Similar to Twitter)
Halt- MXL terminates SIMO deal - going to be blood in the streets tomorrow for SIMO holders after sudden turn of events. Ouch!
Mentions
Dang, wish i caught the MXL pump 3 months ago...
Partnership with $MXL PR'd today. Earnings are tomorrow I believe.
Partnership with $MXL PR'd today. Earnings are tomorrow I believe.
Sell half, take calls in MXL and pour the other 10% of your port value into MXL stock.
Can someone please help me understand how MXL is down 20% today?
Adding MXL at these prices
MXL getting punished for a good earnings
better then selling MXL at the low yesterday
Stock named after its consistent performance: MXL
Long on FLEX, SIMO, MXL, GLW, Q, MRVL and AVGO
Ok Casino I have gambled with yall, won and refuse to gambles any longer. With that, please go buy my covered calls on AVGO, GFS, AAOI, HPE, SIMO, MXL, GLW, SMTC 😄
It’s next revenue is data centres with her partnership with $MXL. I suspect $MXL will take a stake on $GCTS because the latter’s CFO is a M&A specialist apparently
> MXL I requested 20 and Fidelity allocated me 20. I've had the account for a long time and have a lot of money in it for an average retail investor. I decided not to participate and they likely gave my shares to someone else.
I wish we talked about MXL 3 months ago
oof, IREN, CRWV, and MXL have so much room below...
Just discovered a new hardware stock thats up 5x in 2 months but looks like its running to 50x - MXL
SIMO, FLEX and MXL SIMO to 225 tmrw MXL to 110 tmrw FLEX to 165 tmrw
They design semiconductors for space. They recently did a deal with max linear (MXL) which is mooning rn
Anyone else think MXL is gonna fly this week?
lol I’m all in on 3 stocks. MU MXL CRDO 😂 200k 300k 200k no options yet
So did Micron, and Sandisk, AXTI, MXL, & countless others… This market is not trading rationally, I’ve accepted that. So as long as this bull market continues, I’m seeking more continuation on strong runners.
dilution is a real thing for GCTS and they do it everyday ATM. But we can fund raise them right?😂 thats why I'm saying buy dip every morning for discount since their automatic dilution happen overnight or pre market. watch on MXL because they could make GCTS big.
Never enter a trade without a solid reason for it. If he doesn’t sacrifice the 2k now, he will be down a lot more if the software stocks continue crashing. Diversify regular solid stocks like others said. Some ideas. Ai infrastructure stocks (APLD, IREN, CIFR, WULF) and memory chip stocks (MU, MRVL, MXL, and many more). They are a little high now, so may want to wait for a little pull back but even if you get in now, they will most likely end higher by end of the year. Just put a bit into each. Take it slow and don’t risk crazy money on lower stocks. AI AI AI. Software will partially be taken over by AI so that’s why they software stocks like INTU are all down 50%+.
On Seeking alpha, first row. AXTI is a strong buy Second row, LITE is a strong buy (bought this myself yesterday and today). Third row-FN, VIAV, both strong buys Fourth row- BESI not covered, lpkf not covered, Fifth row- ONTO is a buy, VIAV is a strong buy. The highest rated stock from this list is LITE, Lumentum holdings. It’s gets a C+ on profitability and a b- on valuation. It’s up 144% year to date and projections look pretty good. Of the 4249 companies ranked, Lumentum is 4. Micron is #1 and has been for a while. Sandisk is #2, MXL, or Maxlinear, is #3. Most of these are solid companies but either not covered or rated “hold”. There are no “sell recommendations on any of these.
Just hopped off of GCTS train this morning and took profits. It'll take off at some point, it just isn't right now. MXL, wow. Hard to believe just a few months ago, it was still under $20. Sigh....
Buy MXL and delete the app for 3 months
Sell all that shit and buy MXL
MXL, FLEX and SIMO will keep on mooning
SIMO/MXL/FLEX still have room to run
I bought $MXL as I kept seeing the odd rising pattern. Read about the company and decided to buy it. Made me £15K by holding it for about two weeks. I am still holding a tiny number and it has given me another £360 after one day! It’s a hot stock as it intrinsic value is $20!
tempted to full port MXL, FLEX and SIMO
VRT, NBIS, MXL, BOTZ ETF. For storage WDC, Sandisk, Micron
bros if u aint in photon cannon stocks LWLG, POET, LITE, MXL, AAOI u finna run out of vespene gas lmaooo
Maybe $MXL? that thing has run like crazy. Calls are super expensive though. Shares might be worth it.
I think the photonics and memory play still has legs My photonics list consists of likes of LITE, COHR. I then began to look at what materials do they use? Is there supply constraints? Then you come across the material InP, and you dive into that and find companies like AAOI and AXTI, both up ~50% and ~85% over the last month Memory, we all know the big players. Memory is cyclical. What ramps up when production does and supply is constrained? We start looking into other areas of the flash memory ecosystem, controllers and silicon. I found MXL that typically runs during these cycles. MRVL is also in this space, they’re great! Power is a constant but I’m seeing things moving towards networking, or AI-RAN. What’s in that space? $NOK is gaining attention and has had NVDA invest money. What adjacent plays are there to $NOK?
This version may be more acceptable for you: **Premium Selling Watchlist – May 12** Futures are red this morning with tech leading lower, while volatility is rising ahead of inflation data and ongoing geopolitical headlines. High IV across semis and software is creating solid premium-selling setups — but position sizing matters. **Top IV Setups Today:** • **MRVL** – IV Rank 91 / IV Percentile 100 Earnings-driven premium. Heavy OI suggests a possible 150–200 range. Iron condor setup looks attractive, but keep size small due to event risk. • **PENG** – IV Rank 98 / IV Percentile 100 Very elevated IV into earnings. Put credit spreads or narrow iron condors could work if liquidity holds up. Smaller-cap name, so expect wider spreads. • **WDAY** – IV Rank 71 / IV Percentile 100 Strong call wall near 145 creates a potential ceiling. Iron condor setup looks favorable after inflation data clears. **Watchlist:** QCOM, SNOW, MU MU especially stands out with IV Rank near 99 and strong options activity. **Avoid Today:** MRAM looks too disorderly with extreme IV and huge volume spikes. MXL, VSH, and INTC already moved yesterday — avoid chasing.
Ok here is another one. I cleaned it up like you guys suggetsed. Also please Pull up this ticker's live options chain in your broker before trading. Strike selection and premiums must come from real-time quotes: **Premium Selling Watchlist – May 12** Futures are red this morning with tech leading lower, while volatility is rising ahead of inflation data and ongoing geopolitical headlines. High IV across semis and software is creating solid premium-selling setups — but position sizing matters. **Top IV Setups Today:** • **MRVL** – IV Rank 91 / IV Percentile 100 Earnings-driven premium. Heavy OI suggests a possible 150–200 range. Iron condor setup looks attractive, but keep size small due to event risk. • **PENG** – IV Rank 98 / IV Percentile 100 Very elevated IV into earnings. Put credit spreads or narrow iron condors could work if liquidity holds up. Smaller-cap name, so expect wider spreads. • **WDAY** – IV Rank 71 / IV Percentile 100 Strong call wall near 145 creates a potential ceiling. Iron condor setup looks favorable after inflation data clears. **Watchlist:** QCOM, SNOW, MU MU especially stands out with IV Rank near 99 and strong options activity. **Avoid Today:** MRAM looks too disorderly with extreme IV and huge volume spikes. MXL, VSH, and INTC already moved yesterday — avoid chasing.
Yall should have a look at MXL, shits gonna drop from 80 to 50 in probably less than 3 weeks, Volume is complete shit.
I like stocks that have an "expansion gap" like ON did when it gapped up from 60 to 65. It's actually a low risk entry. Buy it the day it gaps up. They usually never fill the gap. I bought VRT at $200 when it did the same. It's now $325. That follows my strategy: buy stocks in an uptrend that are hard to buy. It's EASY to buy a stock that $300 that is now $1.50. ( SLS) but chances are it will see .75 cents before it sees $3.00. Buy strong stocks breaking out. That others are afraid to buy. MXL is another example.
I focus on the smaller name chip suppliers and have been making huge gains. ALAB, MXL (my biggest gain), ON, MRVL (used to be a smaller name). Module makers are also big, COHR and LITE.
The main opportunity I replaced my MXL holding with was HGRAF, which has paid off super well too, and is why I'm not really upset about selling my MXL. I got into HGRAF back in August when it was around $1/share and have changed my position size throughout the last 9 months. I've about 4x'd my account since August from $10k to a little shy of $40k, I hit $50k when HGRAF hit its last peak, but it's pulled back a bit since. I'd highly recommend looking into it and checking out their subreddit r/HGRAF, there is a lot of upcoming catalysts and I truly think graphene will revolutionize a lot of things over the coming years, and HGRAF is going to be the clear winner as they have the best technology and production methods that are currently unmatched by competition. I've decreased my position a bit, I was holding around 7k shares at one point (I think? I did have the vast majority of my account in it, probably over 95% in late February.) I'm currently holding 3.2k shares, which around half of my account. The reason I picked MXL for analysis was mainly because of a summer program I did last Summer through an "externship" with Extern. I wanted to get some experience with modeling, and they were offering a course about value investing that required participants to choose any semiconductor related stock of their choice that was over $1B mkt cap. I came across MXL when I was researching my options, and the main reason I chose MXL over the others was because it had strong revenue, which showed me that it had a clearly successful business. The other key part was its previous history during the semiconductor shortage in the midst of the COVID pandemic. I was curious if it would ever be able to reach its previous peak of around $75/share, and at the time I started researching it was at around $11/share. Safe to say it did eventually reach its peak again...
I haven't been following it nearly as closely as I was since I sold, but I think the jump it had was extreme given the history of the company. I haven't listened to/read the earnings call so I'm not sure what management has fully said, but I saw the revenue for Q2 was expected in between $160-170M, which is some significant growth as MXL has been sitting around $130M for the last couple quarters if I recall correctly. I think the big jump is really just due to the AI valuation system that is rippling through the entire market across semis, memory, and energy. Their infrastructure segment, which consists of data center related revenues, became their highest grossing segment as they have some good optical related tech for data centers. Growth is one of the most important factors when it comes to valuation, and so seeing around 30% growth QoQ is great, and in previous earnings calls management has used verbiage like "doubling" and "tripling" in relation to their new products (Keystone and Rushmore, which I believe are the previously mentioned optical tech), so it looks like some of that previously expected growth is finally showing results. My main problem with the valuation is how forward looking it is. The reason I first looked into MXL was because it had a huge peak from the semiconductor shortage during COVID. To put it into perspective, the company had $1.1 BILLION in revenue for FY2022 and had a peak share price of around $75, which is all of a sudden very close as it's now at $70. The thing is that realistically, their revenue won't be back to $1B for a couple years, and now it's strongly based on if they can actually deliver, because now the market is expecting them to. I went back and priced it into my model, and they would need to deliver 30% growth each year to hit a billion in revenue for FY2028. 30% is not insanely high and is definitely possible, but I just don't like it where it is at now. Personally, I don't like investing in the AI stocks right now. I understand that the tech is here to stay, but I think valuations are getting stretched because supply is so incredibly constricted and hyperscalers continue to spend outrageous amount of money on chips. I don't think that the Capex these companies are spending is sustainable, and I don't see how the LLMs are going to keep improving at a rate that outpaces the spend. You can only add so many data points and however many iterations before diseconomies of scale will begin to kick in. If Anthropic can create a model that is correct 99% of the time, then they aren't going to continue to buy GPUs and build data centers, because they've created a model so good that it doesn't need more compute. That alone would send shockwaves across tech and semis that I don't want to imagine, but that's probably years away, or may never happen at all, hell if I know. I'm just a 20-year-old college student, so don't value my opinion too strongly. I think there is still room for growth if they deliver, but this would be an incredibly small portion of my account if I were to invest again, probably less than 5%. I'm going to be keeping my eye on it now though, that's for sure.
Most of the ones i was following already popped but i am eyeing ATOM to see how it does around earnings. I got lucky with MXL and got shares when it popped 30% in one day but i am kicking myself for not getting calls before its earnings
MXL holy shit this thing is ridiculous
Optical interconnects/networking is my only conviction play, think it has yrs to run and don’t think it’s too late. I don’t have any of these tickers but been tracking MXL, which has been on a tear. Also check out Cerebras when it IPOs in a few weeks—definitely not too late for that.
Yeah, I agree. Networking/optical interconnects might be the cleanest real bottleneck in the AI stack. My basket was AAOI, VIAV, MXL, CRDO, LITE, COHR. Curious, are there any other tickers you think belong here, or do you see the networking bottleneck differently than this basket captures?
Same reason I need heard of MXL until 5 minutes ago when it went to 30%
MXL has no chill gyat damn
Snag some MXL before it’s too late
MXL is putting up a fight
Coming from someone who bought SATL at $1.90, BZAI at $1.05, HIMS at $15, FSLY at $9. Wanted to also buy MXL for a while but regret not jumping in at $18. DYOR
https://preview.redd.it/m3ibixc74kxg1.jpeg?width=1320&format=pjpg&auto=webp&s=396f52aa8810acb6595bca57e45b6501f4bd3c37 I sold my MXL and you will be able to jump back in at 40-45 very soon
Just came here because I never heard of MXL before this jump on Friday. Based on your prior DD: you think business outlook changed now after this Q1 beat? Considering to build a position now. Will look deeper on my own this weekend but would appreciate your opinion as you found them very early.
https://preview.redd.it/y6oiy1xkh8xg1.jpeg?width=1320&format=pjpg&auto=webp&s=d91fef76281b4f0975b545bb7409cf9cf91cfdcc Took some MXL profits
Damn you called it. MXL up 80% today.
Damn it, I'm not panicking at all. I bought a lot of MXL and INTC in my Ross personal account.
# CoreWeave (CRWV) -9% today !!! Does CoreWeave signal the end of fun and games with friends and junk debt at exorbitant rates? It would seem that it's the first to fall. Next on the list: $POET $MXL $AAOI $TTMI $COHR
MXL hope to reach +90% end of the day
MXL going maximally linear jfc
$AMKR $MXL $ASX $POET $SIVE Watch these stocks.
$MXL- watch the stock from now. $NXXT $SIVE $POET $AEHR
MXL mooning on solid ER and forward guidance
Opened Today Thursday April 23 - Calls: FIX • APPF • MXL - Puts: RHI
MXL volume has been pretty crazy last 2 days
$MXL…??? How am I just now learning about this? She running more, or is she about to drill to oblivion?
Hello, with Starlink about to IPO, I can see a sincere and strong need for MXL products. As of today, what do you think about the company, and what are your projections being that I can see you have held onto with the longest
Guys - I think something big about to happen with [India military](https://youtu.be/H4MXL5mK1uM?t=137)
What’s your current outlook now, going into October? MXL has been teetering around $16 ever since but honestly, I think this is undervalued as fuck and has the possibility to rocket off of AI hype like Credo and Broadcom.
$GSIW Garden Stage: +49.15% $IXHL Incannex Healthcare : +32.67% $VLN Valens Semiconductor : +23.45% $MXL MaxLinear: +21.48% $BLMZ BloomZ : +14.97%
MXL, undervalued semi stock thats going to be returning to positive free cash flow this year. had a big boom during the semi shortage and i’m hoping it’ll start to do very well in the next year or two
I think I’m one of few who played MXL and glad I did. Hoping to see 20% tomorrow
Anyone in on MXL or CLS?
It depends what time frame you're looking at. $MXL is not really investable imo
So wsb idea is that Trump will put tariffs on TSMC, so american fabless companies like TXN, ADI, QCOM, NVDA, AMD, MXL and probably some other would suffer? Regarded AF 
Someone actually posted the behind the scenes footage [here](https://www.reddit.com/r/nextfuckinglevel/s/QdNy7u8MXL).