$Marvell Technology(MRVL)$  Paper hands got shaken out, the market's riding on retail momentum now. Just waiting for the whales to breach the surface.

$Marvell Technology(MRVL)$  just delivered record-breaking earnings with raised guidance. Ditching the automotive cash cow to go all-in on AI? That's strategic focus, not weakness. Market's panic selling shows they can't see the forest for the trees.

With CXL Structura IP licensing, $Marvell Technology(MRVL)$  has essentially mirrored $ARM Holdings(ARM)$ 's architectural playbook, much like how $NVIDIA(NVDA)$  entrenched itself with CUDA software. Over time, this licensing model could become their most durable cash cow – not the chips they peddle, but the blueprints they lease. Sovereign memory scaffolding baked into the design, structurally similar to $NVIDIA(NVDA)$ 's approach.

Loaded up $Marvell Technology(MRVL)$  shares post-earnings dip, scooped LEAPs last Friday and doubled down this morning. This semi conductor play's like clockwork - always tanks after ER then bounces back to $80-$85 zone. Five-year chart shows it's been lagging behind peers. Trade the swings, not the fundamentals!

$Marvell Technology(MRVL)$ JPMorgan analyst is shouting from the rooftops about $Walt Disney(DIS)$  – load up on the dip while you can! Buy until your fingers bleed

$Marvell Technology(MRVL)$  Persistence wears down resistance, keep calm and carry on.

$Marvell Technology(MRVL)$ Persistent buying activity spotted in those $75 strike calls expiring 8/1

$Marvell Technology(MRVL)$  Looking for a push through 77.5 daily to add

$Marvell Technology(MRVL)$ $Advanced Micro Devices(AMD)$  and $NVIDIA(NVDA)$  plummeted right out the gate, looks like targeted strikes on semiconductor plays

$Marvell Technology(MRVL)$ OpenAI's adoption of $Alphabet(GOOGL)$ 's TPU really shows ASIC is the real MVP. When quarterly rebalancing comes, those fund managers will likely pump up $Marvell Technology(MRVL)$  positions - this small cap's been consolidating like a coiled spring. But I'm holding fire until July 3rd jobs data, reckon this runner could outpace $NVIDIA(NVDA)$ 's 4T bulk, with $Amazon.com(AMZN)$  tagging along for the ride.

$Marvell Technology(MRVL)$ Still accumulating at $100 level, three consecutive years of outsmarting those pin-striped Wall Street clowns - my track record speaks for itself

$Marvell Technology(MRVL)$ What a wake-up call! $Micron Technology(MU)$ 's stellar earnings got strangled by MM's option games, but I'll take $Marvell Technology(MRVL)$ 's rally any day. That 88-90 gap needs filling like yesterday, with 200 SMA glaring at 83.10. $Advanced Micro Devices(AMD)$ 's turn coming soon, mark my words.

$Marvell Technology(MRVL)$ Bloody miracle you kept your cool mate, uptrend's locked and loaded - full steam ahead

$Marvell Technology(MRVL)$  Finally clearing 80 resistance, still trading at chicken feed price

$Marvell Technology(MRVL)$ Rip face tomorrow.

$Micron Technology(MU)$ Who cares about short-term noise with $Advanced Micro Devices(AMD)$  $Marvell Technology(MRVL)$ ? These beauties are solid as a rock for long haul. Just buy and diamond hand the lot!

$Micron Technology(MU)$ As long as markets don't get jittery about these 20-year expansion blueprints, we're sitting pretty. This should give the whole semiconductor and AI gang a massive boost! $Advanced Micro Devices(AMD)$  $Marvell Technology(MRVL)$ 

$iShares Biotechnology ETF(IBB)$ Healthcare stocks have performed differently recently, but the IBB I bought is pretty good, which allowed me to make a small profit. I am holding on to it firmly and will keep going.

$Zai Lab Ltd(ZLAB)$ Feeling pretty good about ZLAB after the Q1 earnings. Revenue hit $106.5M，up 22% YoY，and they reaffirmed full-year guidance of $560M–$590M. What really impressed me? Super solid cost control on the sales side, and R&D spending stayed disciplined like in Q4. Product sales across the board are holding up well too. Strong execution, steady growth, this one's staying in my portfolio for the long game.

$CHINA LIT(00772)$ The market is gradually recovering, and companies that are not affected will see a resurgence, with those benefiting from the recovery emerging in due time. This period of pain may last for a while, but demand for mental and entertainment content will only grow. With decreasing production costs, the IP library of Yuewen will continue to be tapped, unlocking huge potential for future growth, making it a stock worth watching.