To The Moon

$Marvell Technology(MRVL)$  Now that the liquidity grabs seem to be done, it could move back up. Putting a stop on a stock this volatile with a 100% upward trajectory doesn't really make sense to me.

$Microsoft(MSFT)$  Microsoft is now trading at a cheaper valuation than at any point during the Covid period or the 2022/23 bear market. That feels like a pretty significant shift.

$Marvell Technology(MRVL)$ AVGO and MRVL should be the main beneficiaries here, with Google doubling CAPEX. The continued uplift in mega CAPEX spending directly flows into these names. Feels like a solid setup.

$Marvell Technology(MRVL)$  Back in MRVL with a strong position. Rode the last rally from around $100 to $200, and now I'm looking for this one to run from $200 toward $400. If another major correction shows up, I'll add heavy. My approach with these is pretty simple — once it doubles, I move on or jump back in on big pullbacks. MRVL and ANET are my two largest AI plays right now.

Semiconductor names keep drawing bullish options flow, and today's activity shows strong call demand. Flow Sentiment: Bullish Call Flow: $6.0M (96.6%) Put Flow: $200.6K (3.4%) Put/Call Ratio: 0.04 Notable trades: - $2.4M block buy: Sep. 18, 2026 $290 Calls - $1M sweep: Jul. 31, 2026 $210 Calls above ask - $667.5K block buy: Sep. 18, 2026 $280 Calls - Multiple additional call purchases ranging from $289K to $524K Institutional flow is heavily tilted toward calls, with aggressive premium going into both near-term and longer-dated contracts. $Marvell Technology(MRVL)$  is still a name worth keeping an eye on.

$Advanced Micro Devices(AMD)$ Who isn't partnered with AMD is the question? $Microsoft(MSFT)$  $Cerebras Systems(CBRS)$  $Meta Platforms, Inc.(META)$  $AT&T Inc(T)$  Too many to list. Dr. Su's leadership on this has been impressive.

$Marvell Technology(MRVL)$ Starting to feel like we could see $300 again in August. MRVL has shown decent strength this week compared to the broader market. Looking for continuation from here. Google reiterating its capex spending plans should help lift it back out of the trenches.

$Marvell Technology(MRVL)$  $Alphabet(GOOGL)$ $Alphabet(GOOG)$ Google's architecture definitely seems to be evolving. Potential areas they might be working through include TPUs, MPUs, CXL, memory pooling, and networking. Marvell appears to be involved in several of these possible bottleneck points.

$Marvell Technology(MRVL)$  Google just raised its full-year 2026 capital expenditure guidance from $180–$190 billion to $195–$205 billion. That's a $15 billion increase at the top end, from $190 billion to $205 billion, which Reuters confirmed after the Q2 results. It's a positive for Marvell, needless to say. As for Uber... well, that's a different story.

I used to think Uber could be a $300 company someday, but honestly, I don't really know what I'm talking about half the time. Now, Jinseng Wanf is calling $Marvell Technology(MRVL)$  the next trillion-dollar company. That guy actually knows what he's doing. From where I stand, I'm way more bullish on this than on Uber. I'm even more bullish on this compared to a lot of other names out there, except maybe Plug Power. Not financial advice, just that today's analysts will say one thing and tomorrow they'll say something else. You have to have your own conviction. I'm sticking to my position.