To The Moon

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$  Some people keep bringing up the data center debate, circular financing questions, and whatever else they can find, but none of that is going to stop the AI revolution. You have to be in it to benefit from it.

$ERock, Inc.(EROC)$ Every analyst target is more than double the current price. For Q3, the main thing I'm watching is whether revenue comes in above $150 million. If that happens, a minimum of 10x 2027 revenue of $1 billion would point to roughly $50 a share. Bloom Energy is in a similar business but more expensive with a much longer wait time, and it's trading at 22x. EROC has a $1.7 billion backlog with Microsoft, Meta, and Anthropic.

$Penguin Solutions, Inc.(PENG)$ $Marvell Technology(MRVL)$ $Astera Labs, Inc.(ALAB)$ $Coherent(COHR)$ Listening to the big players, they are saying every borrowed dollar invested in AI infrastructure is generating a 20% return. They can't borrow enough. The idea that ROI concerns will spook them is FUD from analysts. The bigger players are saying investment will double near term to over $1.5T. Let's be clear, you don't finance a build and then pull the plug at 25% in. It's a 100-year investment in building a generational industry for the next century. Frankly speaking, the risk of under-investing vast

$Marvell Technology(MRVL)$ This could see $170. Staying cautious here. Long term it should move higher, but short term looks turbulent at best. Interest rates hit the big names harder.

$Marvell Technology(MRVL)$ Loading up in the 220-235 range. Once hyperscalers report and either maintain or raise capex, the AI slowdown narrative Wall Street has been pushing should fade pretty quickly.

$Marvell Technology(MRVL)$ Picking up some shares in after-hours trading. If I'm lucky, I'll sell one more large cash-secured put at the open going forward.

$Marvell Technology(MRVL)$ That's a major financial setback. The company day sounded really promising, and I still can't believe it's down 50 points since then.

$Marvell Technology(MRVL)$ I plan to add a bit more. We have seen this play out before. It is not like AI is about to disappear.

$Marvell Technology(MRVL)$  LWLG Marvell Technology (MRVL) and Lightwave Logic (LWLG) are getting a lot of market attention on the back of AI data center connectivity and higher long-term growth targets. For Marvell, the company raised its 2028 revenue target to $20 billion, and during recent investor events it laid out aggressive long-term data center expansion projections.

$Astera Labs, Inc.(ALAB)$ $Coherent(COHR)$ $Credo Technology Group Holding Ltd(CRDO)$ $Marvell Technology(MRVL)$  $Lumentum(LITE)$ While some are panicking, calmer traders seem to be taking advantage across the connectivity and optics space.