Reuters reports that the Trump administration is drafting restrictions on Chinese data center components. If this policy moves forward, a few names could be worth keeping an eye on: $Coherent(COHR)$  - One of the leading Western optical transceiver and laser suppliers, with deep exposure to AI infrastructure. $Lumentum(LITE)$  - A major U.S. optical networking player that supplies hyperscale cloud customers. $Fabrinet(FN)$  - Its manufacturing capacity outside China could become increasingly valuable as supply chains shift. $Applied Optoelectronics(AAOI)$  - Expanding U.S. production, which makes it one

$Marvell Technology(MRVL)$ The recent China news should push the Fiscal 28 revenue from 16.8 billion to roughly 17.1 billion. It's been great watching this one grow over the years.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I've been saying for a while that $Marvell Technology(MRVL)$  could see some sharp moves — this one feels like it's heading higher. Been waiting on it. Not financial advice, just how I see it. Funny enough, I probably would have bought another local top before. At least now I feel like I've learned that lesson. I have conviction, so I'm not moving.

$Marvell Technology(MRVL)$ MRVL at $299/share, that's the call from Jensen. So yeah, I went in on that.

$Marvell Technology(MRVL)$ Back above the 100-day moving average. It's been showing positive divergence for a couple of weeks now. I've got some shares with a stop set at the low of the day.

$Marvell Technology(MRVL)$ Jensen bringing up Marvell unprompted was interesting, but the bigger story is the technology. As AI systems scale, memory latency and interconnect bandwidth are becoming bigger bottlenecks. CXL and Photonic Fabric put Marvell right in the middle of solving those problems.

$Marvell Technology(MRVL)$ CRDO is showing how memory and data movement are turning into the next major AI bottlenecks at FMS 2026. Credo is targeting up to 25x higher memory density than HBM4 designs, while Marvell is advancing PCIe 6.0, CXL, and photonic connectivity.

$Marvell Technology(MRVL)$ The hyperscalers connected to this are all going full throttle right now, which is the interesting part. Connecting those dots paints a pretty clear picture.

Looking at the biggest earnings reactions so far this quarter, one theme stands out pretty clearly — strong execution is still getting rewarded. Software and cloud names leading the pack: $ExlService(EXLS)$  +17.88% $InterDigital(IDCC)$  +16.16% $Microsoft(MSFT)$  +15.51% $Amazon.com(AMZN)$  +15.32% $SAP SE(SAP)$  +9.30% The market seems to be favoring companies with real revenue growth, solid margins, clear demand trends, and positive guidance. AI is still a major driver, but the opportunity set looks like it's broadening into cloud, infrastructure, indu

AI capex estimates just got raised again. $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$ , $Alphabet(GOOGL)$ , $Microsoft(MSFT)$  combined AI infrastructure spending for 2026 is now guided around $720B–$745B. Last quarter it was ~$695B–$725B. Rough breakdown: $Amazon.com(AMZN)$  $220B, $Alphabet(GOOGL)$  ~$195B–$205B, $Microsoft(MSFT)$  $175B, $Meta Platforms, Inc.(META)$  ~$130B–$145B. There has been deleve

$Marvell Technology(MRVL)$ Took a hit recently, but the broader thesis still looks intact to me. If AI infrastructure keeps expanding at the pace Jensen is talking about, the upside potential could be meaningful. Feels like the market is still trying to figure out whether that vision actually plays out. The biggest opportunities tend to appear when the story is solid but sentiment is weak.

$Marvell Technology(MRVL)$ AI infrastructure stocks have been completely reset after this month's historic sell-off, but earnings season has shown that AI fundamentals have actually improved quite a bit. A lot of the unprofitability narratives have been silenced. I think the AI rally has room to extend and could potentially make new all-time highs or get close, based on what we've seen. That said, I don't think there will be as much margin in these names as before, partly because of what happened with that Leopold guy who blew up his hedge fund. That could cap the gains and prevent any parabolic moves. Just my take.

$Marvell Technology(MRVL)$ This and NBIS are both doing well today, but I'm still down on this one. Hope to see it above 200 soon.

$Marvell Technology(MRVL)$ $NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $Amazon.com(AMZN)$ $Taiwan Semiconductor Manufacturing(TSM)$ It's like having MJ, LeBron, Shaq, Kobe, and Rodman as your starting 5 on the court.

$Marvell Technology(MRVL)$ The pullback actually feels like a healthy reset. I got in around 200, so I'm still underwater, but I have no doubt this will eventually make new ATHs.

$Marvell Technology(MRVL)$  Amazon's in-house chip business is at $25 billion. That looks like a solid tailwind for Marvell, given they help Amazon with chip designs.

$Marvell Technology(MRVL)$ It's now below where it was before the last earnings report. That feels pretty extreme. I think there's a strong upside move coming.

$Marvell Technology(MRVL)$  Amazon, Microsoft, and Alphabet's earnings reports look very bullish for AI hardware stocks. They are showing massive growth in their cloud businesses driven directly by AI. The idea that AI is unprofitable no longer holds up.

$Marvell Technology(MRVL)$  The only way it makes sense to keep buying and lower your average is if you actually believe this can reach a 1T market cap. It could end up like AMD. I remember AMD got absolutely crushed back then. Then boom — look at where it is now.

$Marvell Technology(MRVL)$ Today's price action in Marvell and a bunch of other growth stocks is a pretty good example of why "time in the market beats timing the market." Nobody, myself included, could have predicted a +10% morning move here or anywhere else. There was all kinds of bad macro sentiment, tons of negative headlines, fear mongering about a crash, competition talk, the whole lot. You don't sell winners. You buy good companies in emerging industries, hold them, and accumulate over time. The dip-buying over the past few weeks worked out nicely. MRVL is shaping up to be a strong compounder going forward. A lot of the bearish takes around here seem to come from people who don't even understand the numbers the company is about to put