$Marvell Technology(MRVL)$ Micron is expected to report strong growth, driven by AI-fueled demand for High Bandwidth Memory. Wall Street is projecting significant gains, but the bar is already set high, leaving little room for error. Whether they beat expectations will depend on how optimistic their guidance is.
$Marvell Technology(MRVL)$ Micron Technology (MU) is scheduled to report its fiscal Q3 2026 earnings and Q4 guidance after the market closes on Wednesday, June 24, 2026. The company will hold a live investor conference call to discuss the quarterly results at 4:30 p.m. Eastern Time. Wall Street analysts generally expect strong figures this quarter, driven by higher memory pricing and significant AI-driven demand for their high-bandwidth memory (HBM) products.
$NVIDIA(NVDA)$ $Broadcom(AVGO)$ and $Marvell Technology(MRVL)$ remain among my strongest convictions. The demand for computing infrastructure hasn’t disappeared just because the market had a rough week. Staying patient and avoiding emotional decisions.
$Marvell Technology(MRVL)$ It's starting to feel a bit more active again, nothing crazy yet but you can see it trying to hold momentum. Already saw it up 2.5% on Hyperliquid, and the trading pattern doesn't look like a one-off spike. It's more like steady interest building up, which usually matters more than the initial move. People are throwing around $330 for tomorrow and maybe $350 this week. I'm not really attached to any of those numbers. Levels are just noise until price actually accepts them. What I care about is pretty simple: does it hold up on pullbacks or not. If dips keep getting absorbed, then this kind of move can extend further than most expect. Not chasing it here, just watching how it behaves around strength. Don't chase exce
$Marvell Technology(MRVL)$ $Western Digital(WDC)$ remains a solid position for me. Data demand continues to grow, and storage is still a critical piece of the infrastructure puzzle. I'm focused on the long-term trend rather than daily headlines.
Keeping an eye on a few option plays. $Robinhood(HOOD)$ : The stock is seeing strong call flow on the daily chart and moved above $100 last week. I'm watching for a move above $110 for further upside. There's been notable activity in $120 strike calls. $Roblox Corporation(RBLX)$ : It formed a double bottom pattern around the $40 level and is now above $50. The next target could be filling the gap up to $55.15. Some swing call positions have been added, and more upside might be possible above $55.15. $Marvell Technology(MRVL)$ : The stock has been in a strong uptrend since NVDA's CEO mentioned it as a potential next trillion-dollar company. I'm look
Most investors are chasing the AI memory boom. I'm positioning for the entire AI infrastructure buildout. The next 10 years of AI could unfold in phases: 2026-2027: The foundation-building phase. AI chips: $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$ $Marvell Technology(MRVL)$ $Intel(INTC)$ While AI memory is hot, the bigger opportunity might be the entire AI infrastructure buildout. The 2026-2027 period could represent the "foundation-building" phase, with semiconductors remaining central to the ecosystem.
$Marvell Technology(MRVL)$ The high and tight flag pattern has officially broken. Watching for the next breakout leg here, with 360 as the immediate target.
$Microsoft(MSFT)$ Looks like it's heading towards support again. That's a double or triple bottom, depending on your timeframe. Technically speaking, support that's repeatedly tested and holds is considered stronger each time. So I'd expect that to happen once more. It's often seen as a buy signal. In fact, many traders understand this dynamic and will anticipate the bounce, either placing limit buys or getting in a few dollars before it happens. With a price target above $500, getting in at the exact bottom isn't that critical.
$Marvell Technology(MRVL)$ Did a 2-day swing on this one and thought I sold too early, but not after watching the end-of-day dump. In at $279.08, out at $320.51 for a gain of $2,050.
$Marvell Technology(MRVL)$ Marvell Technology (MRVL) saw a late-session dip, primarily due to intraday profit-taking after a massive rally pushed shares to new 52-week highs. High Valuation & Profit-Taking: MRVL shares surged earlier following major announcements, including the upcoming S&P 500 inclusion and bullish analyst upgrades. This rapid spike naturally triggered aggressive intraday profit-taking as traders and algorithms locked in gains before the close. Sector-Wide Tech Volatility: The broader semiconductor and AI hardware sectors experienced volatility heading into the close. When major tech or chip heavyweights pull back near the end of the trading day, it often causes algorithmic selloffs ac
$Marvell Technology(MRVL)$ It's had a massive run, up around 244% from the roughly $94 entry level, making it one of the standout AI infrastructure winners of this cycle. The move reflects a strong combination of structural demand in AI networking, data center buildout, and sustained earnings re-rating rather than a short-term momentum spike. Taking partial profits while still holding a core position is a common way to manage a trend like this—locking in gains while still participating if the trend continues. At this stage, the key question shifts from “how much it’s up” to whether AI infrastructure demand continues to justify further multiple expansion or whether the move transitions into a consolidation phase after a strong multi-leg run.
KeyBanc analyst John Vinh raised Marvell Technology's ($Marvell Technology(MRVL)$ ) price target to $385 from $260, while keeping an Overweight rating. The main driver behind the upgrade is the view that the market is underappreciating Marvell's data center networking opportunity. KeyBanc notes that investors are overly focused on custom AI processors, while underestimating Marvell's significant and durable moat in networking. The firm projects a massive $30 billion total addressable market for scale-up networking by 2030, driven largely by silicon photonics and the strategic integration of their Celestial AI acquisition.
KeyBanc analyst John Vinh raised the price target for $Marvell Technology(MRVL)$ to $385 from $260, while keeping an Overweight rating. They think the market is too focused on custom AI processors, and is underestimating the company's significant, durable opportunity in data center networking. The firm projects a $30 billion scale-up networking total addressable market by 2030, driven largely by silicon photonics and the integration of their Celestial AI acquisition.