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$Marvell Technology(MRVL)$ MRVL alongside all other AI linked stocks are at a fear-of-pop stage right now. Panic happens both ways. When we are at a FOMO stage, when we are at a FOP stage. But at the end of it all, one has to make his or her own studies and decide whether what you are investing in is at the best value. So for MRVL, do you believe what Jensen Huang said when NVIDIA pumped in their billions. Or do you listen to the doomsayers who are calling this to be the end of the bubble?
These option players. They know something we don't? What's with all these bullish bets on MRVL?
Option Focus | Marvell's Bullish Bets: $6.9M Long-Dated Call Purchase and $3.9M Put Sale Signal Institutional Confidence
Looks like the AI funk will last a litttle longer. But it will be back. Just have to hang on.
24H | Chip, Storage Shares Fall. SK Hynix Drops over 5%; SOXL Down 4%; SanDisk, Western Digital, ARM Down Around 3%; Micron Down Abput 2%
Looks like this AI/Semi-con funk is goong to take longer to play out. One day rally follow d by deeper dive the next day. But this can be expected. After all the rally was over almost 2 years. Some correction may be healthy. Perhaps the funk will last another month or so?
24H | Chip, Storage Shares Fall. SK Hynix Drops over 5%; SOXL Down 4%; SanDisk, Western Digital, ARM Down Around 3%; Micron Down Abput 2%
$Marvell Technology(MRVL)$ We are seeing a resurgence in interest of AI Chip stocks and MRVL is no exception. People will remember Jensen Huang's call of this being the next trillion dollar counter which started the last bull run. It was briefly forgotten in the panic of last week. But that panic looks to be reversing into a buying stampede now. Watch closely.
The Iran strike impact will be short-termed. It's no longer holding much concern as the markets have accepted this war will not end so soon. Regardless of what Trump says or hopes, this war will bankrupt the US ans Iran equally.
Stock Futures are Falling, Oil Rises 3% After New Strikes over Strait of Hormuz
$hynix-WI(SKHYV)$ First day trade of the secondary listing was spectacular. Up 12%. If normal patterns follows, it should go up another 4-6% today before some retracements takes place. Let's see....
The US just made another strike on Iran. Now waiting on Iran to retaliate. Looks like oil is going to spike again. Airline and travel stocks will likely take a hit today. Let's see how the rest of the market reacts. But on the overnight Blue Ocean market, we will likely see a sell-off in the Asian markets. They are very risk adverse.
Trump Says May Strike Iran Again Tonight; Iran Promises Instant Retaliation
$Marvell Technology(MRVL)$ Not feeling so marvellous at the moment. AI and Chip plays are still in funk. But I feel it will just be a matter of time before the next push comes. We just need to make sure we are not in a forced liquidation position.
So much for never selling Bitcoin, ever. What a bullshitter.
Strategy - Sold 1363 BTC for $80.8 Mln at Avg $59,256 Between June 29-30, 2026 - SEC Filing
The bull market’s next test https://www.straitstimes.com/business/the-bull-markets-next-test Sharing a good article here. The author's views here are of course his own and you need to make your own studies and research and exercise reservations as well. But the points shown are certainly worth noting. For me, I feel AI story is not over. It is only just starting. The world is changing and very very fast. How we work and live has seen a transformation that has never seen such fast pace these last few decades. When the Internet bubble burst back in 2000, it was not because it was fake. It was because it was early and there were many pretenders. Flash forward to today, you can see internet craze has proven itself to be true. Nobody can live without the internet now. And five or si
This news may be late. Usually when the big players announce what they did, it is time they are reversing their positions. Otherswise, who is there left for them to cover their positions from?
Burry Says He Shorted Micron, Sees 30% Pullback In AI Chip Stocks
Not surprised. It's a demand versus supply thing. AI Chip manufacturers are going to register super profits purely on the demand imbalance.
Sources: Samsung Electronics Seeks up to 20% Rise in Q3 DRAM Prices
$Marvell Technology(MRVL)$ Bloody Thursday for MRVL and most AI and Chip plays. But for such a large fall to happen in such a short time, usually we can expect that overselling has taken place arising from wide spread panic. And worsened by Friday being a no-trade holiday. It's actually good that there is no trading today. This may be helping the market to calm down. My read is this correction may be healthy as, especially for Tech stocks, it's been a crazy almost daily record high few months. The market needs time to digest.
$Marvell Technology(MRVL)$ Looks to be roaring back at pre-market. Going to be interesting today.
Looks quite bad. The bounce followed by another round of sell-off is suggesting the AI correction is not over. We may see MRVL go below $200 this month. After which we need to see if there is resumption of the up. Or a confirmation of what some were warning of an AI bubble burst. Hold all actions for now. Play safe.
Movement Alert｜Marvell Technology Falls 5.59% in Regular Trading, Options Market Sees $10 Million Bearish Bet Amid Semiconductor Sector Selloff
This cannot be a surprise to anyone. It's a failed business model. Your parents whould have taught you that any business that does not produce anything is fake.
Crypto Daily｜Strategy Says It May Sell Up to $1.25 Billion of Bitcoin; White House, Law Enforcers Discuss Crypto Clarity Bill
Strange behaviour. I thought this cash "reserve" of $2+ b was supposed to be used to pay dividends to prefered shares holders. Now you use $1b to buy back ordinary shares, you have less cash to do this. Which means, Bitcoin damn well go above $84k so uou can at least sell more Bitcoin to raise cash to pay the coming dividends when the cash reserves dries up. Either way, all actions are not looking sustainable. MSTR will end up having to sell off their own asset to pay for either dividends or to pay for debts.
Strategy Jumps about 7% as It Unveils $1 Billion Share Buyback Plan as Part of New Capital Strategy
$Marvell Technology(MRVL)$ Let's see how the tech stocks do today. If we see a big bounce, then perhaps the AI bubble may not come after all. On MRVL, if Jensen can believed, and it really is the next stock to get to trillion valuation, in context, I estimate we are taking about the price quadruple from here. That is go from $260 to $1,040.... That is some climb if it really happens.
$Marvell Technology(MRVL)$ About 4 days of downturn since hitting record high. The trillion$ question is, when will the correction end or was the high a mirage. Any thoughts?
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