$NVIDIA(NVDA)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ Pre-market action lately has had almost no correlation with what actually happens once the market opens. It's anyone's guess at this point. Just keep moving forward, have a plan, and stick to it.

$Marvell Technology(MRVL)$ Piper Sandler analyst David O'Connor started coverage of Marvell with an Overweight rating and a $270 price target. The firm is generally bullish on compute names, and within XPU compute it prefers Nvidia along with Broadcom and Marvell, describing all three as long-term winners. The analyst also calls Marvell the leader in custom attach and points to the company's upcoming analyst day.

$Marvell Technology(MRVL)$ The market is lagging significantly on CXL, and the next two quarters for Astera Labs and Marvell should show just how demanding this space has already become.

$Advanced Micro Devices(AMD)$ My two largest positions, MRVL and the other one, decided to move at the same time. Not complaining at all.

$Marvell Technology(MRVL)$ Not done yet. After pulling back from the June high of $330, the stock held the 50% Fibonacci retracement level at $203 in early August, a key test that passed. It has been climbing back steadily since, now trading just above the 38.2% level at $233. Stochastics just crossed out of oversold territory, a momentum signal on a name that already has a proven uptrend structure. The EMA(200) is still rising and well below current price, confirming the longer-term trend is intact. Levels to watch from here: $330 is the prior high and the obvious first target. If it clears that, the Fibonacci extension puts $400 on the table. Room to run.

$Marvell Technology(MRVL)$ The real test for getting to 300 sooner rather than later is the 23.6 percent retracement line at 267.64. If it can close above that level on high volume, the path to 300 looks pretty clear. Nice setup to watch. Just my opinion.

$Marvell Technology(MRVL)$ I've been waiting for this to turn positive and successfully trend over the 50-day. That looks like a good place to start a position. I see some resistance around 245.00. If it gets over that, and the 5-day trends over the 50, I'll probably look at a bigger position. Stop loss is breakeven, in my view.

$Marvell Technology(MRVL)$ Very nice, just added to my Greens List. On the verge of a C&H breakout. Cycles are still falling, but two of the shorter ones have bottomed.

$Alphabet(GOOGL)$ That was a rough drop, with over $15 billion going into Finland. That's spread across more than 2 years. Capex is certainly rising, but this was already indicated in the earnings report last month. Still adding more. Just like $Microsoft(MSFT)$ , this should recover in due time. Investing in $NVIDIA(NVDA)$  as well. Google to $400.

$Marvell Technology(MRVL)$  Marvell is going to be at the AI Infra Summit this year, showcasing their AI data center connectivity and memory solutions. As AI workloads keep scaling, moving data efficiently between compute, memory, and storage has become just as important as the compute itself. Connectivity is now central to AI infrastructure performance since it shapes bandwidth, latency, power consumption, and ultimately the economics of deploying AI at scale. Marvell's portfolio covers connectivity across every distance, aimed at helping AI infrastructure scale efficiently. That includes next-gen switching technology for AI clusters, advanced telemetry to speed up deployment and reduce mean time to repair afte

$Marvell Technology(MRVL)$ Marvell CEO Matt Murphy says the company is firing on all cylinders as AI infrastructure demand keeps accelerating, and Marvell now expects more than $15 billion in data center revenue in 2027. Murphy also pointed to the expanding relationship with Google as a sign that major customers increasingly want to partner with Marvell, adding that they work with everybody and are basically the Switzerland of the entire market right now.

$Marvell Technology(MRVL)$ Marvell CEO Matt Murphy was on CNBC's Mad Money talking about where the company stands. He said a lot of good things have been happening and that Marvell is firing on all cylinders. He sees over $15B in data center revenue in 2027, and mentioned the company is being driven to levels he couldn't have imagined ten years ago. He also pointed to the Google deal as evidence that customers want to partner with Marvell, adding that the company works with everybody and is basically the Switzerland of the entire market right now.

$Marvell Technology(MRVL)$ Should be up more than $Qualcomm(QCOM)$  on this news. QCOM is looking quite interesting here, should be up 7-8%.

$Marvell Technology(MRVL)$ It's back above both the 50-day and 20-day SMAs. That's a start.

$Marvell Technology(MRVL)$ This could get extremely dangerous if it decides to move. 245+ then 260. Once it gets there, it will be all over.

$NVIDIA(NVDA)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$  $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ The U.S. has never seen a boom like the AI boom before. The global economy has no real experience with so much money being invested in just a single country at such speed and scale. The AI boom is happening at lightning speed. It took four decades from the opening of America's railroads to the completion of the first transcontinental railroad in 1869, a slow process with plenty of time for entrepreneurs to figure out their

$Microsoft(MSFT)$  Quietly grinding higher while everyone's distracted elsewhere. Volume's been steady, not explosive, just consistent buying. Feels like one of those slow builds nobody talks about until it breaks out. Watching how it handles the next resistance level.

$Marvell Technology(MRVL)$ I bought gold at $2,700 an ounce last July as a long-term investment, not expecting any quick returns. A few months later, with gold at $4,356, it turned into a fast return. Silver worked out even better for me in percentage terms. I do agree though — I just got lucky. I'm not a big player by any means, but I sleep better holding physical gold that can't be taken from me. I'm sitting on it and holding tight.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ $NVIDIA(NVDA)$ The memory trade has once again decoupled from the broader indexes. It's remarkable how valuable the memory trade has become.

$Marvell Technology(MRVL)$ Me, Myself and I has adjusted its price target on Marvell Technology to $400 from $397, while maintaining a Strong Buy rating.