To The Moon

$Marvell Technology(MRVL)$  Put some money into this about a month ago, and so far it's been a pretty rough call. Still a long way to go just to get back to my entry price, and I definitely didn't expect the floor to fall out this hard. Since it's in an IRA, there's no way to offset the loss either. For now, it's just a matter of sitting tight, waiting it out, and watching how things unfold while trying to stay grounded in the AI space.

$Marvell Technology(MRVL)$ It looks like smart money is stepping in while others are dumping purely on fear. That seems to be what's playing out right now.

$Marvell Technology(MRVL)$ It feels like nobody wants these names anymore. The AI fear is just too strong right now. I'm waiting for the narrative to flip soon — something along the lines of "AI companies are cheap and the fear is overblown." $Coherent(COHR)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 

$Marvell Technology(MRVL)$  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.