$Marvell Technology(MRVL)$ If we can reach 267 by Friday, we're back on track.

$Marvell Technology(MRVL)$  is still my largest position, even after trimming 25% around $300 to cover my initial entry at $66.

$Marvell Technology(MRVL)$ Some serious action showing up here. November calls are getting scooped up, with over $4.5M spent on the 11/20 $270 to $310 strikes. That's a lot of concentrated upside betting. The stock is up 3.7% and up 4.9% over five days. No fresh bearish flow to worry about either, and those big puts from last month are done. Momentum looks solid, with traders eyeing more gains into late November. Staying bullish while the uptrend is intact feels like the right read. Worth watching those call strikes if you're tracking the flow.

Frustrating one. I got too excited on $APPLIED DIGITAL CORP(APLD)$  and then got nervous about losing everything on my K.O.s. Ended up getting too close for comfort. I took the loss, got some capital gain taxes back, trimmed my dividend plays to raise cash, and loaded TFD with $Marvell Technology(MRVL)$ , $Advanced Micro Devices(AMD)$ , $NEBIUS(NBIS)$ , and META.

$NVIDIA(NVDA)$ $Marvell Technology(MRVL)$  Open source models only add to the need for more compute and more data centers. Business is going to stay booming for a long time. Physical AI and militaries around the world retooling with robotic systems and weaponry is going to be huge demand, not to mention logistics companies and more autonomy at home than ever. All of it is going to need the major infrastructure companies for years to come.

$Broadcom(AVGO)$ Anthropic's IPO filing and a large bank-backed financing arrangement for Broadcom AI chips and networking gear, along with a D.A. Davidson upgrade, have renewed attention on the company's AI demand outlook. Broadcom is projecting its AI semiconductor revenue to reach $115 billion in fiscal year 2027 and double to $230 billion in fiscal year 2028. The valuation looks inexpensive at these levels, and I think $400+ could come fairly soon.

$Marvell Technology(MRVL)$  3.2T connectivity sounds like a typo until you see what these AI racks are trying to move. That's the kind of thing that keeps me bullish on MRVL.

$Marvell Technology(MRVL)$  NOV20 240C, still actionable. Zone: $232.14 to $235.42 Invalidation: close under $223.69 Objectives: $248, then $262 The math: up 6.1% to the first objective and 12.1% to the second, against 4.3% risk on the invalidation, about 2.8 to 1 to the second. Think of a chip company that quietly wires up the giant data centers behind the AI boom, and then consider how buyers stepped in after an early dip and pushed the stock up more than 2 percent. This swing is built on that same strength, with the October 28 AI Networking Summit coming up as a straightforward reason for fresh eyes to look at the story again. If the move holds, the first stop is 248 and then 262, and a close under 223.69 tel

$Marvell Technology(MRVL)$ Trump has always been a showman. There will probably be a last minute surprise next week to make sure the market gets a good bounce.

$Vicor(VICR)$ $Everpure(P)$ $Astera Labs, Inc.(ALAB)$ $Marvell Technology(MRVL)$ Just a heads up. Vicor booked over $100 million in orders during the first two weeks of October alone. For perspective, their total physical product revenue for the entire third quarter was $130.5 million. Imagine panic-selling the recent dip when VICR dropped a solid 68.3% gross margin and $66.6M in high-margin royalty revenue. The bears seem completely blind to the model shift. This isn't a components factory, it's an IP licensing machine collecting pure-profit rent from the AI hyperscalers. With a $406 million backlog and

$Marvell Technology(MRVL)$  The price action here is pretty weak and predictable. It pops just to get sold off shortly after, and I'm saying that as someone who's bullish.

$Marvell Technology(MRVL)$ I ended up selling a cash-secured put on this one. Couldn't help myself. If it gets assigned, I just get a really solid entry price.

$NVIDIA(NVDA)$ $Bloom Energy Corp(BE)$ $Astera Labs, Inc.(ALAB)$ $Marvell Technology(MRVL)$ Futures are moving higher. There's some back and forth, but I think this push lasts until Election Day.

$Marvell Technology(MRVL)$  The AI trade is maturing and getting more scrutiny. With each rolling correction, more of the names that ran up are going to fade. This one looks like it can stick around through the late innings.

$Marvell Technology(MRVL)$  On the bright side, it is $150 from the 52-week low. That is a solid return for longs. Jensen seems to know the market and has been projecting market caps with some accuracy.

$Vicor(VICR)$ $NVIDIA(NVDA)$ $Astera Labs, Inc.(ALAB)$ $Marvell Technology(MRVL)$  It's a good thing Vicor Corp only sells 20-25% of its sales into data centers. Imagine if that were 100%. Revenue breakdown: • Industrial & Test (40%-45%): Factory automation, ATE chip testing, and medical imaging. • Aerospace & Defense (25%-30%): Rugged military computing, satellites, and radar. • Data Center & AI (20%-25%): Scalable power modules and high-density computing platforms. • Automotive/EVs (5%-10%).

$Microsoft(MSFT)$  NOV20 550C still looks actionable to me. Zone: $529.22 to $536.68 Invalidation: close under $525.02 Objectives: $543.81, then $553.72 The math: up 2.0% to the first objective and 3.9% to the second, against 1.5% risk on the invalidation, about 2.6 to 1 to the second. Microsoft closed at $532.95 on October 21 after buyers held the $525.02 low for a second day in a row. In plain terms, sellers pushed and the floor did not move. Earnings land on October 28, and that report will test whether cloud growth can carry the story, so holding above that low into the print keeps room open toward the October highs. Watching $543.81 first, the October 16 high. A close above it puts the high near $553.72 in

The capex spending on AI is huge. That suggests demand is still there for AI picks and shovels like $IREN Ltd(IREN)$ , $NEBIUS(NBIS)$ , $Marvell Technology(MRVL)$ , and AVGO.

$Meta Platforms, Inc.(META)$ Meta popped 5% after hours to $733 despite a headline EPS miss ($3.83 vs $5.89 est). The miss was entirely due to a ~$10B settlement charge with U.S. State AGs. Without that one-time hit, normalized EPS was around $7.40, easily beating consensus by a wide margin. Key highlights: Revenue: $64.6B vs $63.4B estimate (Ad revenue +26% YoY) Q4 Revenue Guidance: $75B vs $74B estimate FY26 CapEx: Raised to $140B vs $138B estimate This is a meaningful signal for the AI ecosystem. Even with major legal expenses pushing quarterly free cash flow negative (-$2.1B), Meta raised CapEx to $140B. They are not stepping back on compute buildout. That sustained commitment is driving an after-hours lift across AI tech and semi names,

$Marvell Technology(MRVL)$ NOV20 255C, still actionable here. Zone: $243.30 to $246.70 Invalidation: close under $237 Objectives: $260, then $275 The math: up 6.1% to the first objective and 12.2% to the second, against 3.3% risk on the invalidation, better than 3 to 1 to the second. This is a swing idea on a name that still sits well below its high even after a strong year. It closed at 240.42 and was trading near 245 before the open, which tells you buyers are stepping in after that five day slide of almost ten percent. What that means is simple. The panic selling looks tired here, and there is open room back toward 260 and then 275 if it can hold above 237. I like giving it time into late November so one noisy day does not shake you out. P