$MRVL
Marvell Technology Group LtdHow his view evolved
Every substantive take he's posted on $MRVL, newest first — each labelled with the stance he expressed at the time.
- Jun 3, 2026Bullish
@WEB3_furture Great article! I actually didn't expect $NVDA to partner and take a stake in $MRVL this year. But I expected Marvell to be a compelling idea anyway from their upcoming ASIC/connectivity revenue opportunites.
View on X → - Jun 2, 2026Bullishconviction 3/4
Okay yeah should have trusted Jensen more on $MRVL after what he did with $NBIS. He actually gave a $1T price target this time with Marvell. Marvell up 35% with one remark… https://t.co/Evv6QF8oMO https://t.co/gOXjfJIVE5
View on X → - Jun 2, 2026Bullish
$NVDA Jensen Huang: “ $MRVL the next $1T company ladies and gentlemen “. Marvell is currently trading at $191B. I have positions in Marvell… but how much faith do we have in Jensen for the 5x? https://t.co/II4DTZ5Z9D
View on X → - May 28, 2026Bullish
$MRVL earnings were a bullish indicator on the broader CPO theme (and $SIVE as the likely laser supplier). - “Scale-up interconnect represents one of the newest and most strategically important opportunities emerging in AI infrastructure.” CPO thematically go brrr - https://t.co/CjssfzrmKH
View on X → - Apr 27, 2026Bearish
$MRVL cancelled $POET purchase orders after the CFO went out and violated NDA when getting angry. Ouch to Poet, down -46%, this is why I don’t like companies with single customer concentration risk. On the bright side for $POET holders they do have $420m cash buffering downside https://t.co/4JAOpRffAC
View on X → - Feb 28, 2026Bullishconviction 3/4
@Stefan_Tee8 $MRVL is heavily dependent on $MSFT maia ramp and i'd probably use the latter as a large indicator. But I see it being an amazing long for 2027, just need to time it properly.
View on X → - Feb 17, 2026Bullish
@Ngen704 Sure, my opinion is probably bullish for CXL like $ALAB, $AVGO, $MRVL. Astera probably a good long on the drop. Memory fears are overblown. I'd assume media will try to take advantage of $NVDA PTSD for short term volatility + sensational news. If engram drops inference
View on X → - Feb 7, 2026Bullish
@AustinAver70395 Absolutely. I do like $MRVL. They're especially tethered to $MSFT ASIC ramp and seem to be touching upon a lot of hot areas like photonics like you mentioned after Celestial. There were reports last year that Maia 200 was pushed back by about 6 months. I don't have $MRVL right
View on X → - Dec 31, 2025Bullishconviction 3/4
Finally took a deeper look at $MRVL. My first reaction: What are the markets and analysts/news smoking? Revenue derived from Maia ramp is literally double $MRVL's FY 2025 revenue. If we look at the numbers, it's staggering: Marvell is modeled to take in $10-$12B in https://t.co/cJpryDnq71
View on X → - Dec 23, 2025Bullishconviction 3/4
Personal Research: $MSFT Maia 300 supply chain. On a $MRVL report, UBS est. 1M+ Maia by 2027. An est. of $18B+ is estimated to flow down to suppliers from Maia ASIC ramp. Here's where it goes: 1. $MRVL - $8-12B revenue (~30-40% margin) as the prime beneficary. They design https://t.co/9a1fNV5Mhx https://t.co/aHLgIQOnEr
View on X → - Dec 23, 2025Bullish
@bricked_trades $MRVL is a great long, I'll write a separate thesis on their role in maia 300. This thesis was about $LITE though... So two different stocks.
View on X → - Sep 9, 2025Bullish
And $TSSI up 5.2% 2 hours later after I posted. It’s almost free money playing follow the leader on stocks that are down a ton like $MRVL, $SMCI. Lot of room to run given that it dropped from the $30s. https://t.co/Ud9FgrAbz8 https://t.co/hj2gEZ9YD9
View on X → - Sep 2, 2025Bullishconviction 3/4
$MRVL 18% drop after earnings was a complete overreaction. Perfect time to DCA into Marvell positions over the next month.
View on X → - Aug 25, 2025Bullish
Just a tip: Lower risk appetite around September. Profitable stocks like $UNH, $NVO, $GOOGL, $UPWK, $KSPI... or stocks down YTD - $MRVL, $SG, $SNAP might do well. If you're full port calls on high beta like $PLTR, $DUOL, $HOOD, $COIN, $CRCL, $NVDA, $MSTR, $TSLA... Good luck.
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