To The Moon

Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more.  Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more.  If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?

$CoreWeave, Inc.(CRWV)$  I think CRWV is being dragged down by MRVL's price dump happening now.  Even with great results, MRVL is crashing. This is worrying as it may mean the market has too high an expectation and prices have gone past real values right now for many second line counters.

$Marvell Technology(MRVL)$  With such good results, share price still collapses. The market may really be over-valuing many stocks now.  Ouch. 

‌ NVDA, stellar results, superb forecast, super cash generation. And a forward PE of less than $20/1. Everything you can hope for in a company you are looking to invest in. And with them evolving into a Super Financial Powerhouse fueling the Ai growth, the future is looking really bright. For NVDA and all the companies that Jensen has taken significant stakes in. Namely, Marvell, Coreweave, etc. For me, look at the NVDA universe and look at related names which have been lagging. AND spread your stakes out. Not everything into one name. Good luck all.

Crooks of a feather, flocks together.....

NVIDIA Results This is going to be the event if the season. Everyone will have their eyes on this tomorrow. If Jensen is going go announce solid results, Nvidia may be the tide to lift all ships on the AI ocean. And with the very ambitious formation of the megapack of funds coming together to support AI infrastructure projects, Jensen may be hinting it will be very good results coming up. Otherwise, why get his group of partners to commit so much into AI?

Read into the details. The Hyperscalers are spending. Big. And they will continue to do so for the next few years.  If you want to play safe, buy into the areas where they will be putting their money into. Nividia stands at the too of the heap. Them comes the others like SKHynix, Samsung, AMD, AMAT, SMCI.  And don't forget the others which provide yhe supporting infrastructure products like Marvell and CoreWeath. 

$WF International(WXM)$  Scarily low volume now. A total lack of interest. Clearly the meme crowd have abandoned this ship. Best not to be holding any shares of this company unless they have a terrific turnaround story.

‌ G‌oogle has just joined Nvidia in taking a big stake in Marvell. I see this may happen with CRWV as well. It makes sense for the other mega AI players to take positions in AI infrastructure plays.

So now Google has joined Nvidia as major stakedholders of Marvell. This is very good statement of support.