$GLOBALFOUNDRIES Inc.(GFS)$ $NVIDIA(NVDA)$ $Intel(INTC)$ $Marvell Technology(MRVL)$  Hard to say how fast stocks can move once real catalysts and momentum start kicking in. I believe that.

$Marvell Technology(MRVL)$ The one-year target price implies a 25 percent return. Despite that healthy checkup, the rating still comes in as overweight. Looking into it more, GlobalFoundries seems to run against the fears being presented, while the payoff from Google's position is still a ways out. I'm not an expert, but companies with growing earned equity should generally move higher. I think NVDA even mentioned this could become a trillion-dollar company.

$Marvell Technology(MRVL)$  Got the pullback I was patiently waiting for. Now I'm in. This is going to sit in my Roth as a permanent position.

Photonic optical names started the session with solid gains, but most of that strength has faded late in the day. $Marvell Technology(MRVL)$ , $MACOM Technology Solutions Holdings, Inc.(MTSI)$ , and $Corning(GLW)$  are still holding up the best, while $Lumentum(LITE)$  and $Fabrinet(FN)$  have slipped into negative territory.

$Marvell Technology(MRVL)$  The next level I'm watching is 254.60. A move above that would end the post-earnings correction and start a technical Wave 5 move up.

$GLOBALFOUNDRIES Inc.(GFS)$ $Marvell Technology(MRVL)$ GlobalFoundries and Marvell Technology announced an expanded multi-year agreement to increase capacity for GF's silicon germanium technology at its Burlington, Vermont facility, aimed at supporting growing demand for next-generation optical connectivity. The expanded collaboration will add capacity for SiGe technology used in next-generation pluggable optical transceivers, near-packaged optics, and co-packaged optics. The agreement builds on existing production and is expected to add significant capacity to support Marvell's growing requirements.

$Marvell Technology(MRVL)$ NBIS is ripping, and this will likely carry into premarket. It will probably dump at the open or close, because that's just how it tends to go.

$Marvell Technology(MRVL)$ To the bears saying they shorted at $230, the c-suite insiders have all been buying, around a billion dollars worth of stock. This does not seem like the time to sell. If anything, I would be adding to my position.

$NVIDIA(NVDA)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$  $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ This market feels completely erratic. Patience should pay off.

$Marvell Technology(MRVL)$  Could see the 230s now, then the 220s after that, maybe back to the 230s again, and probably 220s once more.

$Marvell Technology(MRVL)$ Monthly keeps running into sellers in the 50-61.8 fib retracement zone. There's a nice confluence of a breaker and a bull imbalance just below. Worth watching those zones. If it finds some footing at the confluence, this could turn into a back-the-truck-up type of setup.

$Arcturus Therapeutics Ltd.(ARCT)$ Absolute beast today. It's now a top 3 position in the portfolio after $Marvell Technology(MRVL)$  and $AbbVie(ABBV)$  at current levels. Hoping to see $16+ by the close.

$Marvell Technology(MRVL)$ Weekly Fib check. $46 to $330, now pulling back to $222 sitting right on the 38.2% fib level. Shallow and healthy so far. MA(40) still rising. Hold $221 and the next move could be back toward $330+. Watching post-Fed. For informational purposes only. Not financial advice.

$Microsoft(MSFT)$ The Fed isn't really a factor here. Maybe a 0.25 rate hike, if that.

$Marvell Technology(MRVL)$  Piper Sandler initiated coverage at $270, and someone went ahead and yolo'd the $300 2029 LEAPs that were added recently. That's a $1.08M bet.

$Micron Technology(MU)$ $NVIDIA(NVDA)$ $NEBIUS(NBIS)$ $Intel(INTC)$ $Marvell Technology(MRVL)$ Calls for slowing down look like a way to hold back competitors while benefiting itself. It comes across as self-serving.

$Marvell Technology(MRVL)$ The rate announcement is already priced in here. A 25 point hike has been widely expected for about a month now. This looks more like a reaction to the broader macro ugliness, oil, treasuries, and so on. It doesn't change the company's fundamentals, just another good buying opportunity.

$Marvell Technology(MRVL)$ No one is going to slow down AI development. Neither the US nor China. This is a strategic race, and I'm very bullish until 2030. Confirmed orders through 2030 will triple semiconductor chip demand from current levels. I'm buying the dip, and every dip after that.

$Marvell Technology(MRVL)$ Matt Murphy seemed quite upbeat on Cramer's show, bringing up Oct. 6th and sounding confident that the company's growth would keep going.

$Marvell Technology(MRVL)$  Good buying opportunity. Sam and Anthropic are only trying to manipulate supplies and pricing. Slowdown of AI? And how are we going to control the speed of AI in other countries? Did we want to slow down the progress of making machines for the industrial revolution? You can't take the genie out of the bottle and then put it back and expect no one else to let it out again. I will grant you, there are many problems AI creates, but the only way to control the problems is to speed up making controls. You're naive if you think China or any other country will slow down their development for the good of mankind. We learned how to build nuclear warheads well before we learned how to control w