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Wey How

Thematic Position Trader, Technology Stocks & Trend Following

10 Sep, 02:10Latest

Marvell is positioning itself as an end-to-end AI connectivity stack, spanning custom compute, interconnect IP, optical engines, switches and telemetry. Nvidia's NVLink Fusion investment and the Celestial AI photonic fabric and XConn PCIe/CXL switching deals reinforce that role. On the chart it closed up 4.26% in a bullish engulfing pattern; the recent higher low should hold, or the long case needs reassessing, and the $245-$255 pivot likely needs a couple more retests before it is reclaimed. x.com

MRVL

20 Apr, 01:01

Marvell's strength is worth following: Google is in talks with Marvell to develop two new chips for running AI models more efficiently, and the stock rose about 8% after hours to a new all-time high. Price is the market's collective vote, so strong stocks tend to keep going while weak ones stay weak; stay with it as long as the structure and thesis hold. Five straight gap-ups through the old high after a long base were already a sign of strength. x.com

MRVL

Patient Investor

Real Estate Developer, Public & Private Equity Investor Since 2016

18 Jun

MRVL

Marvell is being repriced as a core AI infrastructure holding after record results, with the bull case shifting from custom silicon toward networking and optics. Fresh June targets run $321-$385, led by KeyBanc's Street-high $385 on data center networking, scale-up and the $3.25 billion Celestial AI optical acquisition; the $236 average target is lagging, not bearish. The catch: the stock already trades above that average, and KeyBanc calls the custom XPU business less durable long term. x.com

SuperLuckeee

Day & Swing Trader, Options/Futures & Credit Spreads

23 Aug

MRVL

Marvell Technology is set to reverse after falling 28% from its all-time high, as its custom AI silicon and optical interconnects stitch hyperscaler data centers together. Nvidia's CEO has said Marvell could be a trillion-dollar company too. x.com x.com

Eric Jhonsa

Technology Portfolio Manager at Dutch Asset

6 Oct

MRVL

Marvell's ambitious long-range outlook is encouraging about hyperscaler and AI-lab spending plans, but hitting it depends on AI revenue and token consumption soaring through decade's end. Even if its FY28 estimates rise again, Marvell trades at a healthy premium to Nvidia and Broadcom, especially on a GAAP basis, and those two are growing fast too. x.com

Alex A.C.

Value/GARP Investor, Semiconductor & Financial Analysis, Electronics MEng

7 Oct

MRVL

Marvell's $70-90 billion FY31 revenue target looks credible: COO Chris Koopmans said key foundry, substrate and packaging suppliers get five-year forecasts and had already seen it before investor day. A $500 price target still looks too aggressive for now; Marvell must show it can grow its networking and photonics segment to deserve a safe price increase. x.com x.com

Sam Badawi

Stock Analyst, Creator of Origins of Alpha & Quarterly Conviction

29 Oct

MRVL

A potential Lumentum acquisition could let Marvell pair custom AI chips with the optical infrastructure connecting them. Following Celestial AI, it could become one of the few companies offering both, moving toward an AI-focused version of Broadcom; financing a deal this large remains a major concern. x.com

Colin Tedards

Founder of The Investor Channel & Equity Empire

13 Sep

MRVL

Marvell is a loser from the AI-lab slowdown, because it can't earn premium margins if Nvidia and Broadcom also see a pause. Lab leaders including Elon Musk, Dario Amodei and Sam Altman have pivoted to warning that AI could kill you, which, with AI already polling badly, will make it much harder for AI to attract investment. x.com

CMS Invests

Technology Investor, Options Trader, Finance at Kalshi

29 Oct

NBIS

VST

MRVL

NOK

CRDO

A rising value of compute per watt should benefit AI cloud, chip, connectivity and power suppliers. Elon Musk says that value will rise over time. Nebius has Microsoft and Meta deals; Marvell benefits from custom silicon demand; Credo connects GPUs; Vistra has long-term nuclear supply deals with Amazon and Meta; Nokia's Nvidia partnership could help it capture data-center networking growth. x.com x.com

Kairos

Stock Research

15 Oct

MRVL

Marvell's end-to-end networking approach is well suited to heterogeneous GPU, CPU and ASIC compute and mixed optical/copper technologies. Its shift from AI loser to winner deserves a lot of credit: its old custom-ASIC focus had lost out to Broadcom and Alchip, but it is now back in ASICs as Google's TPU v10 partner. The stock's excellent run reflects how it is now perceived. x.com

Say No To Trading

Public Markets Investor, Opportunistic Buying & Cost-Basis Management

2 Jul

MRVL

Marvell's risk/reward is no longer favorable after the stock ran three to four times from the $70s in March, when it was the most obviously undervalued chip stock. Jensen Huang's call for a $1T company is partly driven by his dislike of Broadcom's Hock Tan, and the Celestial AI angle is overhyped relative to the value it adds. A bounce is likely from here, but there is no case for adding exposure at the current price. x.com x.com x.com

Monis

Equities Trader, Oversold Reversals & Earnings Plays

29 Oct

MRVL

The Lumentum merger makes Marvell's path toward a $1 trillion valuation look clearer if it executes well. Jensen Huang had called Marvell the next $1 trillion company. Lumentum's demand is sold for the next two to three years, though whether that gives Marvell an edge remains an open question. Marvell looks like a long-term opportunity, but the route to building a position is still unclear. x.com

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