$Marvell Technology(MRVL)$  I can't complain, I'm up almost five figures today. $GraniteShares 2X Long MRVL Daily ETF(MVLL)$ 

$Marvell Technology(MRVL)$  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

$Marvell Technology(MRVL)$ The bears have gone pretty quiet lately.

$Marvell Technology(MRVL)$  The S&P inclusion should definitely give it a boost. Most funds will need to rebalance and add this to their books.

$Marvell Technology(MRVL)$ 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.

$Micron Technology(MU)$ $Intel(INTC)$ $Advanced Micro Devices(AMD)$ $Marvell Technology(MRVL)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I think it's a golden era for semiconductor investing. With agentic AI and physical AI coming up, I think it's about as good as it gets for at least the next 5 years. You snooze, you lose. We'll see.

$Marvell Technology(MRVL)$ KeyBank raised its price target on MRVL from $260 to $385.

$Marvell Technology(MRVL)$  KeyBanc raised its price target on Marvell to $385 from $260.

$Marvell Technology(MRVL)$ KeyBanc raised its price target on Marvell to $385 from $260, maintaining an Overweight rating. Analyst John Vinh recently hosted investor meetings with Marvell and came away more constructive on the data center networking opportunity, particularly around Scale Up, where silicon photonics and the acquisition of Celestial AI should help the company differentiate. Given architectural shifts in data centers, KeyBanc views networking as an increasingly important focus for investors, seeing it as more durable compared to custom XPUs. While there's a line of sight to $10B for custom XPUs by FY29, their long-term sustainability appears less clear.

$Marvell Technology(MRVL)$ Considering the potential impact AI will have on the world, this is not expensive.

$Marvell Technology(MRVL)$ It might go up 10% tomorrow due to passive buying from S&P index funds.

Bought on the dips. $KIOXIA HLDGS CORP(KXIAY)$  $NEBIUS(NBIS)$  $ARM Holdings(ARM)$  $Marvell Technology(MRVL)$  $Astera Labs, Inc.(ALAB)$  This “buy-the-dip” list is heavily focused on the broader AI compute ecosystem. ARM provides the CPU architecture powering AI devices and data centers. MRVL benefits from AI networking, custom silicon, and cloud infrastructure growth. ALAB is emerging as a key AI networking and interconnect player. NBIS is tied to the expansion of AI infrastructure and compute demand, while KXIAY offers exposure to international tech

$Marvell Technology(MRVL)$ Impressive strength here. Looks like it's ready to test 300.

$Marvell Technology(MRVL)$ MRVL closed above $290 today. Feels like a good sign for the near term.

$Microsoft(MSFT)$ Honestly, I'm not too concerned about a company with $350B in revenue going belly up over a decision made to maximize its AI profits for the next decade. I'm not trying to catch the exact bottom, just adding a bit on down days below $400. I'm not losing sleep over the idea of Microsoft becoming irrelevant tomorrow. I think I'll thank myself next year and beyond.

$POET Technologies Inc(POET)$ Blazar G3 is said to address the global InP laser shortage, which is documented in POET's own 6-K filing from March. Marvell/Celestial has expressed interest in Blazar G3, as noted in a Zacks SCR from April 6. Celestial's anchor client is reportedly AWS Trainium 4, confirmed independently by Morgan Stanley and SemiAnalysis. POET is legally unable to disclose the Blazar/Marvell deal details, as an NDA breach was the exact reason Marvell cancelled the previous purchase orders, per the 6-K from April 27. That's why Zacks used the phrase "extreme interest" without specific amounts or dates — the maximum disclosure permissible under the law. The upcoming AGM on June 26 is the first opportunity for Venkatesan to mentio

Looking back at today's action, the low for $Marvell Technology(MRVL)$  actually dipped below my original entry. If I had been sharper, I could have—and should have—repeated the exact same trade, locking in a similar gain in just a few days (since I do think it's heading back to $310). Just saying.