$Marvell Technology(MRVL)$ From the research I've done and my experience tracking stocks over the years, I don't think this one will ever see a red day again.

$Marvell Technology(MRVL)$ Earnings should add more fuel here. Selling now doesn't make much sense to me. NVDA already gave us the road map with Google. I'm holding.

$Marvell Technology(MRVL)$ Too early to tell. The next couple of sessions could go either way. What I'm pretty sure about is that we'll go a lot higher from here. I'm not thinking small on this one. This is my future, so I'm bullish.

Heavy flow on $Marvell Technology(MRVL)$ : $9.6M of premium through the Sep 11 $240 calls, 22 days to expiry. They went in the money, 4.4% inside, paying up for delta instead of gambling on distance. Usually that reads as a conviction trade rather than a lottery ticket. Volume ran 26.8x the standing open interest, which is the signature of a position being built, not unwound. For scale, that's about 3.2x the premium a typical flagged MRVL print carries. When one strike keeps absorbing flow like this, it stops being noise. That's real money positioning for MRVL higher inside the next month. Zooming out, flagged premium across the whole feed is running roughly 26% calls / 74% puts today, so this is a bet against the day's grain, which makes it

$Marvell Technology(MRVL)$ Watching the after hours price action. Looking for another 5% by morning. They can't keep this contained.

$Marvell Technology(MRVL)$ Most people don't seem to grasp the value of this single contract. $120 billion is possible. Who could be next? And how about imagining $600 per share?

$Marvell Technology(MRVL)$ One week until the earnings report. I'm looking for a full blowout here — results above the high end, a guide-up, and some real detail on major customers and the ramp. That would be a major re-rating catalyst.

$Marvell Technology(MRVL)$  A bunch of major upgrades coming tomorrow should push it to 260 by end of week. After earnings, it could go beyond what I'm imagining.

My watchlist for the overnight session has 5 stocks that traders in Asia can't get enough of, and they all have reasons for bouncing big today. Expect major moves tonight with heightened volatility on these names: 1) $Marvell Technology(MRVL)$  - Developed a cult-like following in Asia following Jensen's statement in early June that it'll be the next $1T company. Announced massive deal with Alphabet for next-gen TPUs. 2) $BitMine Immersion Technologies Inc.(BMNR)$  $Strategy(MSTR)$  - 1/3rd of all South Koreans trade crypto, and these are both top 10 retail holdings. 3) $Webull Corp(BULL)$  - Stellar

$Marvell Technology(MRVL)$ The Google deal is a big one. The financial media and analysts aren't dumb, they made it seem like it's not a major event, but they know it's a game-changer. This stock is pure gold, and they're quietly accumulating now.

$Marvell Technology(MRVL)$ There's a reason Jensen Huang called Marvell the next trillion dollar company. The Google chip deal adds to the evidence that MRVL will get there sooner than later.

$Marvell Technology(MRVL)$ I'm holding through the next stretch. My guess is it stays low for a bit, then we could be around $262 by next Wednesday ahead of earnings. If that plays out, maybe $340 on the day. A 50% move in 8 days? I'm in.

$Marvell Technology(MRVL)$ Marvell has expanded its custom-chip relationship with Google, and Google received warrants for up to 58.97 million MRVL shares.

$Broadcom(AVGO)$ $Alphabet(GOOG)$ $Marvell Technology(MRVL)$ A growing company like Google with this much recent demand needs two vendors or suppliers. AVGO can't keep up with the needs of all their hyperscalers. What has changed if AVGO can't supply more? Google's contract with AVGO runs until 2031.

$Marvell Technology(MRVL)$  My $350 8/28 covered calls might be in danger with this news... who cares, right.

$Marvell Technology(MRVL)$  I love scrolling through the feed, seeing MRVL down $3. Then I come back and it still shows that loss, but after refreshing the app it's up $25. Lol.

$Marvell Technology(MRVL)$ Worth keeping in mind that $Alphabet(GOOG)$  lost some of their best AI people because they didn't like working with TPUs and wanted to work with $NVIDIA(NVDA)$  chips instead.

$Marvell Technology(MRVL)$ Not sure why there's so much back and forth here. This looks like a $350 stock to me. Just sitting back and letting things play out.

$Marvell Technology(MRVL)$  If this holds, I'm looking at a solid payoff. I'm holding a large number of calls I picked up when the price was in the 214-217 range.

$Marvell Technology(MRVL)$ 219.74SPM has an 87.98 tag, and I see a case for revisiting $260.00 over the midterm.