BillyWilliams

    • BillyWilliamsBillyWilliams
      ·08-21 10:18
      $Marvell Technology(MRVL)$ 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.
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    • BillyWilliamsBillyWilliams
      ·08-21 06:34
      $Marvell Technology(MRVL)$ 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.
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    • BillyWilliamsBillyWilliams
      ·08-21 05:02
      $Marvell Technology(MRVL)$ 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.
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    • BillyWilliamsBillyWilliams
      ·08-21 04:12
      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
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    • BillyWilliamsBillyWilliams
      ·08-21 04:04
      $Marvell Technology(MRVL)$ Watching the after hours price action. Looking for another 5% by morning. They can't keep this contained.
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    • BillyWilliamsBillyWilliams
      ·08-21 03:36
      $Marvell Technology(MRVL)$ 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?
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    • BillyWilliamsBillyWilliams
      ·08-20
      $Marvell Technology(MRVL)$ 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.
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    • BillyWilliamsBillyWilliams
      ·08-20
      $Marvell Technology(MRVL)$  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.
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    • BillyWilliamsBillyWilliams
      ·08-20
      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
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    • BillyWilliamsBillyWilliams
      ·08-20
      $Marvell Technology(MRVL)$ 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.
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