$Marvell Technology(MRVL)$ Marvell's tangible and retained earnings trend looks impressive. This is just a data drop and doesn't yet reflect output from Google. No dilution through APIC, and equity has never been higher. The retained and tangible numbers are ripping. I see a 400 PPS one-year target, and it should keep climbing after that. Memory pooling across interconnected devices is huge. The load sharing and custom hardware Marvell offers fills a missing piece a lot of people don't realize they need yet, but they will once Google starts ramping. Competition should drive demand. Feels a lot like Micron about a year ago.

$Marvell Technology(MRVL)$  Inference and memory have a long bullish trend for years to come. An Anthropic IPO should push all AI trades higher.

$Microsoft(MSFT)$ The OpenAI investment should be beneficial, and they're moving toward building enterprise-level Copilot with AI Agents.

$Credo Technology Group Holding Ltd(CRDO)$ $Astera Labs, Inc.(ALAB)$ $Coherent(COHR)$ $Marvell Technology(MRVL)$ Credo's acquisition of Dust Photonics in May, along with gaining their Silicon Photonics Photonic Integrated Circuit (SiPho PIC), looks like it could be a game changer. Credo's margins contracted due to the DustPhotonics acquisition costs, and people/the street sold it off. Credo is now on track to triple its pre-acquisition revenue, scaling from its $1.34 billion baseline in FY2026 to Wall Street's projected $3.85+ billion run rate by FY2028. I see about 45% upside, with a price target aro

$Marvell Technology(MRVL)$ Investor day is coming up. A strong showing there could push the stock toward $300. I get the sense that might be what the market makers are aiming for if the event goes well, with a slow and steady grind until then.

$Marvell Technology(MRVL)$ Death, taxes, and MRVL rejecting $265. We need an investor day or some kind of news to get above $265, and once that happens it’s off to the races.

There's a quiet shift happening right before Q3 earnings. Open-weight models just hit 56%+ of token volume on Vercel's gateway, while mentions in earnings calls are up 6x YoY. Enterprise AI isn't just buying closed models anymore, they're optimizing for hybrid deployment. Open source takes the physical volume, closed labs take the high-margin spend. But at the end of the day, every single token still runs on compute. So the question is whether you're playing the model war, or just holding the shovel with $NVIDIA(NVDA)$  into Q3 numbers. $Microsoft(MSFT)$  $Alphabet(GOOGL)$  $Advanced Micro Devices(AMD)$ <

$Marvell Technology(MRVL)$  is setting up for a potential breakout. Price is at $264.21 with volume running average or below. The AI datacenter custom silicon demand story continues to keep sentiment supportive ahead of the next earnings report. Resistance sits at $272, with support at $255. The bull case: a move through $272 on rising volume could fuel a fresh leg higher toward new highs. The bear case: rejection here with light volume risks a fade back toward $255 support. The main thing I'm watching is whether volume surges to confirm any breakout above resistance. Just sharing my own observations, not financial advice. No premium subscriptions or paid services.

$Marvell Technology(MRVL)$ $Powell Max Limited(PMAX)$  for the gamblers. The chart doesn't lie. What comes down for no bad reason usually comes back up.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ The trading agent recommends holding through Q4 earnings season. Hard to argue with it.

$Marvell Technology(MRVL)$  The last time we closed above this level was back in July. 264ish looks like resistance, but once we break through that, we fly.

$Marvell Technology(MRVL)$ First time volume picked up on a selling day here. Still holding above the $250 support level and the 9 EMA. Setup still looks good to me and I'm bullish.

$Marvell Technology(MRVL)$  MRVL should have been over 300 a long time ago. It's the best AI stock and still so far away from its ATH, which is a shame. And it's a shame that much worse AI companies have already reached or surpassed their all-time highs again. MRVL has by far the most upside potential through the end of the year. I hope there will be some explosive good news on October 6 so we can finally have a +20 percent day.

$SPDR S&P 500 ETF Trust(SPY)$ $Microsoft(MSFT)$  It's green today. Would be nice to see 528.40 at some point.

$Marvell Technology(MRVL)$ The CEOs of NVIDIA and Marvell appear to be friends, and that matters when you're dealing with a $5 trillion company that can pull strings to line up the right deals for a friend.

$Marvell Technology(MRVL)$ Watching to see if the breakout over the mini flag kicks in. Looking for a breakout for continuation from last week's entry.

$Marvell Technology(MRVL)$  People are hungry for Marvell stock. They are just hoping for a big dip, but the bulls will run harder. The demand is too great. The next 10 years will change the world more than the last 200 years.

$Marvell Technology(MRVL)$  Looking to hold the $252 support area. Without a breakout retest at $238, holding this level could see continuation toward $270.

$Marvell Technology(MRVL)$ Been with this one from the start. It has always been technically strong and fairly predictable. At some point in 2027, the 200s will likely feel the way the 40s and then the 80s did looking back. This consolidation phase should end sooner rather than later. AI is not slowing down, it is actually picking up speed.

$CrowdStrike Holdings, Inc.(CRWD)$ Appreciate the bears on the other side of my options this week. I'm taking $10k profit and buying the $Marvell Technology(MRVL)$  dip. Seems like a reasonable move to me.