To The Moon

$Marvell Technology(MRVL)$  If I were considering MRVL today, I would wait for a pullback rather than chase the inclusion rally. Bull case: • S&P 500 inclusion creates near-term passive fund demand. • Strong exposure to AI networking and custom silicon. • Jensen Huang's endorsement has boosted investor confidence. • AI infrastructure spending remains a powerful secular tailwind. Bear case: • The stock is already trading above most analyst price targets. • S&P 500 inclusion is widely known and largely priced in. • Passive-buying events often create "buy the rumour, sell the news" setups. • Expectations have become extremely high, leaving little room for disappointment. For investors who already own MRVL, I would be inclined to hold. Fo

Hey everyone, Last Friday's NFP shock gave us a real-time test of the framework we discussed just two hours before the print. While the market was leaning hard into the rate-cut story, I flagged two things: low expectations did not automatically mean a weak labor market, and the market was not pricing in enough risk around a higher-for-longer or more hawkish repricing. Since the livestream was conducted in Chinese, the slides shown below are excerpts from the original Chinese PPT used during the session. The print came in hot, risk assets came under pressure, and the cross-asset moves largely followed the path we discussed in the livestream. [Call #1: The leading indicators were already warning us] The market was leaning too far into the dovish story that night, but the underlying data tol

The massive news is out: chip giant $Marvell Technology(MRVL)$ is officially entering the S&P 500 index on June 22. But after a wild 16% single-day drop followed by a blistering 9% overnight rebound, retail investors are left asking: do I chase high or wait for a safety net? When a stock gets added to the world's most famous index - S&P 500, it triggers a mandatory mechanical buying. Billions of dollars from passive ETFs that track the index must legally buy up shares of MRVL to mirror the index before the official deadline. But as a retail investor eager to build real long-term wealth, how do you handle this massive wave of money? Path A: Value Blueprint (The Long Game) The fundamental checklist for Marvell looks incredibly healthy on the

$Marvell Technology(MRVL)$  #Marvell Surges 33% After Jensen Huang’s Trillion-Dollar Call — Revolutionary AI Winner or a Dangerous Chase? #MRVL #NVDA #AVGO #AI #Semiconductors #CustomSilicon #ASIC #XPU #AIInfrastructure #DataCenters #TigerTrade Marvell Technology’s explosive rally is understandable, but I would separate two very different questions: 1️⃣ Can Marvell become one of the most important semiconductor companies of the AI era? 2️⃣ Is $MRVL attractive immediately after a 32.52% one-day surge? My answer is yes to the first question, but probably not at any price to the second. NVIDIA CEO Jensen Huang calling Marvell the “next trillion-dollar company” is an extraordinarily powerful endorsement. It is especially meaningful because NVIDIA

$Marvell Technology(MRVL)$   Good things are worth the wait

$Marvell Technology(MRVL)$  market manipulation at its finest but we can always rely on tech companies to boost portfolios

$Marvell Technology(MRVL)$  The custom silicon race just got a massive stamp of approval from the king of AI himself. As highlighted in image_9.png, Marvell Technology (MRVL) exploded a staggering 32.52% to secure a brand-new all-time high. The fuse was lit after Nvidia CEO Jensen Huang appeared side-by-side with Marvell's CEO and boldly declared that the chipmaker would become the next trillion-dollar company. This powerhouse endorsement completely ignited the custom silicon (ASIC/XPU) narrative, firmly cementing Marvell’s critical role as a vital supplier to hyperscale cloud operators building out proprietary compute infrastructure. The momentum rippled across the sector, pushing Broadcom (AVGO) to a record high on the exact same day, with

Marvell Short Sellers Pile in as Stock's 250% Rally Tests Resistance $Marvell Technology(MRVL)$   short sellers piled onto the best performing semiconductor stock over the past five days as shares tested historical resistance levels after the company saw its market capital soar by $85 billion in the first three days of this week.  Trading in borrowed Marvell shares that were sold short rose to 10.6 million shares Wednesday, from 9.49 million a day earlier. The latest short volume represented 9.1% of the shares that changed hands that day when the stock sealed its five-day 52% run. That surge came after $NVIDIA (NVDA.US)$ CEO Jensen Huang predicted Monday that Marvell could be the next trillion-dollar b

$Marvell Technology(MRVL)$  The sheer size of the volume (surpassing 115 million shares traded in a single session) confirms that this is not retail hype; large institutional desks and hedge funds are aggressively reallocating capital into the custom silicon narrative.

🌟🌟 The optical communication supercycle has arrived to claim the crown as the 4th Wave of AI Infrastructure. This isn't a speculative meme run or a technical fireworks for a day trip.  This is a hard architectural requirement of Generative AI. 2 companies stand out in this exciting development : $Marvell Technology(MRVL)$ Its high speed Digital Signal Processors (DSPs) are the literal translation engines of the modern data centres, turning optical photons into electronic data on the go.  Marvell's high margin DSP dominance turns it into an automatic tax collector on every petabyte of AI data moved. $Broadcom(AVGO)$ is the undisputed cornerstone of the networking stack.  From custom ASIC

$Marvell Technology(MRVL)$  I would not chase MRVL after a 32% one-day surge, even if the long-term ASIC story remains compelling. The bullish case is clear: Hyperscalers increasingly want custom AI chips to complement, not replace, NVIDIA GPUs. Marvell is a major beneficiary through custom silicon, networking, interconnects, and optical infrastructure. Jensen Huang's public endorsement adds credibility to the ASIC/XPU growth narrative. Alongside Broadcom, MRVL is one of the purest ways to play the custom AI silicon trend. The risk is valuation and expectations. A single CEO endorsement does not create a trillion-dollar market cap overnight. After a 30%+ gap-up, the stock is pricing in years of future growth. Even great companies can deliver

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.53%* Looking to the week ahead, focus shifts back to labour data. Unemployment has stayed low and payrolls stayed broadly firm this year, supporting a more hawkish market stance amid rising inflation pressures. With policymakers adopting a hawkish tone in recent times, markets increasingly expect the possibility of renewed Fed rate hikes. We broadly expect CSOPUMM to continue delivering stable yields in the near term. * Data as of 2026/05/29. 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: ‑3.02% As of 29 May 2026 (Fri), $CSOP iEdge SREIT ETF S$(SRT.SI)$ gained 0.67% WTD in SGD, bringing YTD return to ‑3.02%. WTD gains were led by industr

$Marvell Technology(MRVL)$ thank you Jensen! 

$Marvell Technology(MRVL)$  we are just at the start of the AI cycle, Marvell will pump another 50% at least

$Marvell Technology(MRVL)$  this is so funny 

$Marvell Technology(MRVL)$  [Great]  [Great]  [Great]  

Nvidia is the obvious example. It used to be a gaming company with a brief moment of fame during the crypto-mining boom. Cyclical at best. In 2022, revenue jumped 61% year on year; in 2023, it decelerated to just 0.2% growth. Then AI demand sent its revenue and profits, and the share price, to the sky. Revenue doubled in FY24 and again in FY25. Even in FY26 it grew 65% year on year, which is phenomenal at that size. That is what a business inflection point looks like. And this kind of sudden, fundamental change is exactly what most investors struggle to wrap their heads around. We’re talking about a real, significant leap in the business itself, not just the share price. Most investors are trained to analyze steadily growing companies and extrapolate historical trends. That’s why they keep

$Marvell Technology(MRVL)$  it's time to read this guys 

$Marvell Technology(MRVL)$  I will trust in instincts and bet on this 11:30 tonight  , Brisbane Qld time, it asking price is higher then then actual pre market price, (which is good) but I think this Thursday night is the night to make 20% overnight, well I hope it does

$Marvell Technology(MRVL)$  $MRVL is becoming one of the strongest AI infrastructure plays in the semiconductor space right now. What makes Marvell interesting is that they are not just another “AI hype” stock. They are deeply involved in custom AI chips, optical connectivity, networking, and data center infrastructure — all critical for the next wave of AI growth. Recent earnings and guidance showed:• Strong AI-related demand• Growing data center revenue• Expansion into 800G and 1.6T optical solutions• Increasing partnerships with hyperscalers and AI companies Analysts are still bullish because many believe the market is underestimating Marvell’s long-term AI opportunity, especially in custom silicon and optical networking. What also caught

Hey everyone, Last Friday's NFP shock gave us a real-time test of the framework we discussed just two hours before the print. While the market was leaning hard into the rate-cut story, I flagged two things: low expectations did not automatically mean a weak labor market, and the market was not pricing in enough risk around a higher-for-longer or more hawkish repricing. Since the livestream was conducted in Chinese, the slides shown below are excerpts from the original Chinese PPT used during the session. The print came in hot, risk assets came under pressure, and the cross-asset moves largely followed the path we discussed in the livestream. [Call #1: The leading indicators were already warning us] The market was leaning too far into the dovish story that night, but the underlying data tol

The massive news is out: chip giant $Marvell Technology(MRVL)$ is officially entering the S&P 500 index on June 22. But after a wild 16% single-day drop followed by a blistering 9% overnight rebound, retail investors are left asking: do I chase high or wait for a safety net? When a stock gets added to the world's most famous index - S&P 500, it triggers a mandatory mechanical buying. Billions of dollars from passive ETFs that track the index must legally buy up shares of MRVL to mirror the index before the official deadline. But as a retail investor eager to build real long-term wealth, how do you handle this massive wave of money? Path A: Value Blueprint (The Long Game) The fundamental checklist for Marvell looks incredibly healthy on the

$Marvell Technology(MRVL)$  #Marvell Surges 33% After Jensen Huang’s Trillion-Dollar Call — Revolutionary AI Winner or a Dangerous Chase? #MRVL #NVDA #AVGO #AI #Semiconductors #CustomSilicon #ASIC #XPU #AIInfrastructure #DataCenters #TigerTrade Marvell Technology’s explosive rally is understandable, but I would separate two very different questions: 1️⃣ Can Marvell become one of the most important semiconductor companies of the AI era? 2️⃣ Is $MRVL attractive immediately after a 32.52% one-day surge? My answer is yes to the first question, but probably not at any price to the second. NVIDIA CEO Jensen Huang calling Marvell the “next trillion-dollar company” is an extraordinarily powerful endorsement. It is especially meaningful because NVIDIA

$Marvell Technology(MRVL)$  If I were considering MRVL today, I would wait for a pullback rather than chase the inclusion rally. Bull case: • S&P 500 inclusion creates near-term passive fund demand. • Strong exposure to AI networking and custom silicon. • Jensen Huang's endorsement has boosted investor confidence. • AI infrastructure spending remains a powerful secular tailwind. Bear case: • The stock is already trading above most analyst price targets. • S&P 500 inclusion is widely known and largely priced in. • Passive-buying events often create "buy the rumour, sell the news" setups. • Expectations have become extremely high, leaving little room for disappointment. For investors who already own MRVL, I would be inclined to hold. Fo

$Marvell Technology(MRVL)$   Good things are worth the wait

$Marvell Technology(MRVL)$  The custom silicon race just got a massive stamp of approval from the king of AI himself. As highlighted in image_9.png, Marvell Technology (MRVL) exploded a staggering 32.52% to secure a brand-new all-time high. The fuse was lit after Nvidia CEO Jensen Huang appeared side-by-side with Marvell's CEO and boldly declared that the chipmaker would become the next trillion-dollar company. This powerhouse endorsement completely ignited the custom silicon (ASIC/XPU) narrative, firmly cementing Marvell’s critical role as a vital supplier to hyperscale cloud operators building out proprietary compute infrastructure. The momentum rippled across the sector, pushing Broadcom (AVGO) to a record high on the exact same day, with

Marvell Short Sellers Pile in as Stock's 250% Rally Tests Resistance $Marvell Technology(MRVL)$   short sellers piled onto the best performing semiconductor stock over the past five days as shares tested historical resistance levels after the company saw its market capital soar by $85 billion in the first three days of this week.  Trading in borrowed Marvell shares that were sold short rose to 10.6 million shares Wednesday, from 9.49 million a day earlier. The latest short volume represented 9.1% of the shares that changed hands that day when the stock sealed its five-day 52% run. That surge came after $NVIDIA (NVDA.US)$ CEO Jensen Huang predicted Monday that Marvell could be the next trillion-dollar b

$Marvell Technology(MRVL)$  market manipulation at its finest but we can always rely on tech companies to boost portfolios

🌟🌟 The optical communication supercycle has arrived to claim the crown as the 4th Wave of AI Infrastructure. This isn't a speculative meme run or a technical fireworks for a day trip.  This is a hard architectural requirement of Generative AI. 2 companies stand out in this exciting development : $Marvell Technology(MRVL)$ Its high speed Digital Signal Processors (DSPs) are the literal translation engines of the modern data centres, turning optical photons into electronic data on the go.  Marvell's high margin DSP dominance turns it into an automatic tax collector on every petabyte of AI data moved. $Broadcom(AVGO)$ is the undisputed cornerstone of the networking stack.  From custom ASIC

$Marvell Technology(MRVL)$  The sheer size of the volume (surpassing 115 million shares traded in a single session) confirms that this is not retail hype; large institutional desks and hedge funds are aggressively reallocating capital into the custom silicon narrative.

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.53%* Looking to the week ahead, focus shifts back to labour data. Unemployment has stayed low and payrolls stayed broadly firm this year, supporting a more hawkish market stance amid rising inflation pressures. With policymakers adopting a hawkish tone in recent times, markets increasingly expect the possibility of renewed Fed rate hikes. We broadly expect CSOPUMM to continue delivering stable yields in the near term. * Data as of 2026/05/29. 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: ‑3.02% As of 29 May 2026 (Fri), $CSOP iEdge SREIT ETF S$(SRT.SI)$ gained 0.67% WTD in SGD, bringing YTD return to ‑3.02%. WTD gains were led by industr

$Marvell Technology(MRVL)$ Heroic Rise To Break Nvidia's Monopoly  🌟🌟🌟The name Marvell Technology sounds like it was lifted straight from the pages of a comic book and right now, its role in the global technology ecosystem is exactly that of a Marvel superhero. While the retail crowd remains completely hypnotised by NVIDIA playing the role of an all powerful titan, the world's largest cloud tech giants - Alphabet, Amazon and Microsoft are quietly assembling an alliance to break free from the GPU monopoly.  To pull it off, they have turned to the data centre's ultimate saviour: Marvell. Heading into Marvell's high stakes Fiscal Q1 2027 earnings release on Wednesday 27 May 2026, the stock is trading near an a

Marvell Earnings Preview: Is This the Next AI Chip Winner? $Marvell Technology(MRVL)$   will report fiscal first quarter 2027 results after the market closes on Wednesday, May 27. This is a high-expectation print because the stock has already rerated sharply around AI data center demand, custom silicon, and optical interconnects.  For investors, the key question is no longer whether Marvell has AI exposure. It clearly does. The question is whether that exposure can scale fast enough, profitably enough, and predictably enough to support a valuation that already looks much more like an AI infrastructure leader than a cyclical chip supplier. Core Financial Indicators – Revenue Street consensus at $2.41 bi

$Marvell Technology(MRVL)$  I would not chase MRVL after a 32% one-day surge, even if the long-term ASIC story remains compelling. The bullish case is clear: Hyperscalers increasingly want custom AI chips to complement, not replace, NVIDIA GPUs. Marvell is a major beneficiary through custom silicon, networking, interconnects, and optical infrastructure. Jensen Huang's public endorsement adds credibility to the ASIC/XPU growth narrative. Alongside Broadcom, MRVL is one of the purest ways to play the custom AI silicon trend. The risk is valuation and expectations. A single CEO endorsement does not create a trillion-dollar market cap overnight. After a 30%+ gap-up, the stock is pricing in years of future growth. Even great companies can deliver

Nvidia is the obvious example. It used to be a gaming company with a brief moment of fame during the crypto-mining boom. Cyclical at best. In 2022, revenue jumped 61% year on year; in 2023, it decelerated to just 0.2% growth. Then AI demand sent its revenue and profits, and the share price, to the sky. Revenue doubled in FY24 and again in FY25. Even in FY26 it grew 65% year on year, which is phenomenal at that size. That is what a business inflection point looks like. And this kind of sudden, fundamental change is exactly what most investors struggle to wrap their heads around. We’re talking about a real, significant leap in the business itself, not just the share price. Most investors are trained to analyze steadily growing companies and extrapolate historical trends. That’s why they keep

$Marvell Technology(MRVL)$  $MRVL is becoming one of the strongest AI infrastructure plays in the semiconductor space right now. What makes Marvell interesting is that they are not just another “AI hype” stock. They are deeply involved in custom AI chips, optical connectivity, networking, and data center infrastructure — all critical for the next wave of AI growth. Recent earnings and guidance showed:• Strong AI-related demand• Growing data center revenue• Expansion into 800G and 1.6T optical solutions• Increasing partnerships with hyperscalers and AI companies Analysts are still bullish because many believe the market is underestimating Marvell’s long-term AI opportunity, especially in custom silicon and optical networking. What also caught

$Marvell Technology(MRVL)$ thank you Jensen! 

$Marvell Technology(MRVL)$  we are just at the start of the AI cycle, Marvell will pump another 50% at least

$Marvell Technology(MRVL)$  I will trust in instincts and bet on this 11:30 tonight  , Brisbane Qld time, it asking price is higher then then actual pre market price, (which is good) but I think this Thursday night is the night to make 20% overnight, well I hope it does

$Marvell Technology(MRVL)$  this is so funny