To The Moon

$CrowdStrike Holdings, Inc.(CRWD)$ Appreciate the bears on the other side of my options this week. I'm taking $10k profit and buying the $Marvell Technology(MRVL)$  dip. Seems like a reasonable move to me.

$Marvell Technology(MRVL)$ Market in recovery mode. It will bounce strong.

Wednesday's biggest analyst calls: Seaport initiates Marvell as buy Rosenblatt reiterates Palantir as buy Morgan Stanley reiterates SpaceX as overweight Wolfe reiterates Amazon as outperform UBS initiates CoreWeave as buy $Palantir Technologies Inc.(PLTR)$  $Marvell Technology(MRVL)$  $Amazon.com(AMZN)$  $SpaceX(SPCX)$  $CoreWeave, Inc.(CRWV)$ 

$Marvell Technology(MRVL)$ I'll probably keep posting here a lot. If it gets back to my average of $321, I hope that day comes soon.

$Marvell Technology(MRVL)$ Seaport Research started coverage of Marvell with a Buy rating and a $270 price target. The analyst pointed out that the company still has meaningful growth ahead, with its interconnect and custom silicon businesses benefiting from AI demand. That said, the firm also noted that while Marvell brings strong IP and expertise to the custom market and has the tools to compete well, custom can be a fickle business.

$Marvell Technology(MRVL)$ Holy shit, $5 million. That's not a small buy. Huge...

$Marvell Technology(MRVL)$ For anyone who missed it, that looks like a breakout above the downtrend line.

$Marvell Technology(MRVL)$ This is why I've been saying to stay patient here and with ALAB since June. You don't sell elite companies in high-growth markets when they're the pick-and-shovel play with an excellent balance sheet. Add in strong leadership, deep ties within the AI market, and an expanding lineup of products essential to interconnectivity and data. Selling here never made much sense to me, and I'll keep taking the shares. If the bears are happy, fine by me. I appreciate the cheaper entry.

$Marvell Technology(MRVL)$ Wrote 3 covered calls near the highs, collected $4,425 in premiums. November 20 expiration, $310 strike. Those premiums funded free shares of $Viking Therapeutics(VKTX)$ , which I see going past $225 within 14 months and over $1,000 by 2031.

$Marvell Technology(MRVL)$ Micron should give the broader sector a lift since it serves as a useful read on the space. For me, it comes down to comparing multiples and recognizing Marvel's ability to share and scale memory and interconnect resources for AI, which is how I would assess something as large as the meaning of 42. Trillion in market cap estimates.