To The Moon

$Marvell Technology(MRVL)$ Iran is facing some significant pressure, and major capital could be shifting soon. Marvell is drawing interest from some of the largest players in the AI space.

$Marvell Technology(MRVL)$  The stock's been lingering around $247 for most of the session. It would be nice to see it push over $250 by the close.

$Taiwan Semiconductor Manufacturing(TSM)$ From my perspective, $Marvell Technology(MRVL)$  looks like a killer buy at any price below 500. With a forward P/E of only 24, it feels dirt cheap at these levels.

$Marvell Technology(MRVL)$ Marvell's price action since the $30s has been impressive to watch. It's been quite a move.

The stock is still working on that earnings-high breakout, and the price action has been clean so far. CXL-linked names like $Penguin Solutions, Inc.(PENG)$ , $Astera Labs, Inc.(ALAB)$ , $Credo Technology Group Holding Ltd(CRDO)$ , and $Marvell Technology(MRVL)$  continue to get attention within the memory trade. I'm not chasing every green candle, but this group does have real momentum. If $Penguin Solutions, Inc.(PENG)$  can hold the breakout zone, it would keep the bulls in control. Nothing fancy here—just letting the setup prove itself.

$Micron Technology(MU)$ I'm noticing a pretty significant inflow into long positions for $Marvell Technology(MRVL)$ , following the moves it made over the past couple of sessions.

For those who got in early around the $200-300 range, what's your thesis for continuing to hold? I entered at $375 and have since doubled my position, bringing my average cost to $620. This is now a six-figure investment for me in $Micron Technology(MU)$ , and I'm planning to hold at least until 2030. Is $3,000 per share by 2030 a realistic target? I'm curious to hear what others think. I'm only looking for bullish perspectives here.

$Marvell Technology(MRVL)$ It's the same pattern every few days. Monday, it's "AI is over," then by Thursday, it's "buy, buy, buy." This has been going on for months. There will be winners and losers, but from what I see, this one has been and will continue to be a winner.

$Amazon.com(AMZN)$ $Goldman Sachs(GS)$ $Marvell Technology(MRVL)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$ Goldman Sachs raised its capex estimates for AWS for 2027-2030, citing the ongoing imbalance between AI demand and compute supply. They now expect Amazon to spend a cumulative $827B on capex between 2026-2028E, with growth slowing to a more normal pace by 2029. The firm reiterated its Buy rating on Amazon and lifted its 12-month price target to $335 from $325.

$Marvell Technology(MRVL)$ It seems like the market has already priced in the tensions with Iran, and that memorandum of understanding was probably never going to work out anyway. Looking ahead, the hyperscaler earnings season is coming up in about three weeks. The expected dates are: - Alphabet (GOOGL): around July 22–23 - Microsoft (MSFT): July 29 - Meta (META): July 29 - Amazon (AMZN): July 30