To The Moon

$GLOBALFOUNDRIES Inc.(GFS)$ Don't forget the $Taiwan Semiconductor Manufacturing(TSM)$  advanced packaging deal and the $Marvell Technology(MRVL)$  co-packaged optics deal. The price target high is $140, but it should be worth double or triple that. GlobalFoundries is America's most mature foundry service, while $Intel(INTC)$  is still many years away from mass industry adoption. GlobalFoundries is a generational opportunity to build wealth.

$Oracle(ORCL)$ I'm confident we'll see SNOW and MRVL style runs here. My 3 biggest AI plays right now...

$Marvell Technology(MRVL)$  Looks like the same pattern is showing up again. Probably worth stepping away and checking back about a week after earnings. Things could get rough again. If you held through the dip into the 150s, you already know how this plays out. Just manipulation and FUD.

$Marvell Technology(MRVL)$ Just some thoughts on MRVL. Made a lot trading it, and still bullish on it. But if MRVL is holding above 160, there's really no reason IREN should be under 50, DRAM under 68, or IONQ under 50. I get that they aren't directly related, but they clearly sit in the same low-profit, overvalued, maybe-someday AI fringe bucket.

$Marvell Technology(MRVL)$ Google Cloud is growing fast, but several chip makers and networking providers could be better ways to capitalize on that trend, according to Melius Research: GOOG, AVGO, MRVL.

$Marvell Technology(MRVL)$ AMD Helion was introduced at the OCP Global Summit as an open, rack-scale reference design built for agentic AI workloads. It can scale to 32,768 6th Gen AMD EPYC CPU cores or hybrid setups pairing EPYC CPUs with AMD Instinct MI350P GPUs. Since Marvell is a deeply integrated strategic ecosystem partner for AMD's AI infrastructure, the rollout of Helion directly drives demand for Marvell's hardware. There are a few reasons Marvell stands to benefit from AMD Helion. AMD keeps a strategic equity stake in Marvell to keep their hardware roadmaps closely aligned. Once ecosystem partners like Dell, HPE, Supermicro, and Lenovo start building and deploying Helion-compliant systems, Marvell's components act as the underlying

$Marvell Technology(MRVL)$ Microsoft is making a significant push toward Maia. Marvell Technology is the primary design partner helping Microsoft with its Maia AI accelerators, covering the Maia 100, 200, and 300 series.

$Marvell Technology(MRVL)$ They're executing well across the board, firing on all cylinders. Just a matter of time before it reaches a 500 price target. I'm buying the dip. Next trillion-dollar company by 2027.

Remember that $Marvell Technology(MRVL)$  is going to supply $Alphabet(GOOG)$  with custom semiconductor products, and that is one of the reasons its revenue growth is headed toward 1,000% in 4+ years. OpenAI has nothing to do with it.

$Marvell Technology(MRVL)$  Stifel reiterated Marvell at Buy with a $370 price target, pointing to high-speed analog and integrated optics growth. The firm remains bullish, citing analog leadership, hyperscaler co-design, and integrated optics as drivers of continued upside.