MRVL Marvell Technology, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
13:24
02 сен
02 сен
MRVL second choice for US buying
After Taiwan rally frees cash, author buying US stocks with MRVL as secondary preference, linked to hottest Taiwan themes of CPO and EMIB-T.
Сред.
13:11
02 сен
02 сен
Sam Altman's remarks on OpenAI's compute profitability and skepticism of neoclouds are.
Sam Altman's remarks on OpenAI's compute profitability and skepticism of neoclouds are summarized as industry context, with tickers listed as read-through beneficiaries rather than explicit positions.
11:09
02 сен
02 сен
Author speculates on MRVL's European laser supply chain clues and mentions Innolume.
Author speculates on MRVL's European laser supply chain clues and mentions Innolume as a private alternative, treating Sivers as a possible supplier rather than a position.
Низ.
11:00
02 сен
02 сен
Author interprets supplier geography as a bullish scaling signal for Marvell but frames it.
Author interprets supplier geography as a bullish scaling signal for Marvell but frames it as analysis, not an explicit position or forward call.
Низ.
10:53
02 сен
02 сен
Supply-chain and timeline commentary on Marvell's SiPH/CPO plans.
Supply-chain and timeline commentary on Marvell's SiPH/CPO plans, with Europe/Japan sourcing noted as factual observations and no explicit positions taken by the author.
Низ.
23:47
01 сен
01 сен
Marvell needs analyst meeting clarity first.
Cramer is not comfortable buying Marvell yet despite an amazing quarter because management indicated a big win may be pushed to 2029 and the early October analyst meeting should clarify; he says keep expectations low given volatility.
Сред.
23:40
01 сен
01 сен
Wait for Marvell analyst meeting.
Marvell reported an amazing quarter but management pushed the big win out toward 2029; Cramer will not pull the trigger until the early-October analyst meeting clarifies the story and says expectations must stay low in this volatile tape.
Сред.
23:22
01 сен
01 сен
MRVL mixed read-through from Credo.
Watch MRVL. Credo's call is positive on AI connectivity, but Credo's expansion increases competitive pressure on Marvell. Net read-through is mixed, no position stated.
Сред.
23:14
01 сен
01 сен
Evercore sees $50B DCI/scale TAM by 2030
Evercore ISI projects combined DCI and scale-across TAM surpassing $50B by 2030; LITE, COHR, MRVL, AVGO named as exposed tickers with no explicit directional view from the speaker.
Низ.
20:23
01 сен
01 сен
CRDO reaction compared to MRVL.
Notes CRDO's post-earnings market reaction is similar to MRVL's; no directional view on MRVL stated.
Низ.
19:41
01 сен
01 сен
Buy six names into market fear
Buy NBIS, CIFR, MU, CRDO, MRVL and PENG now because the market is in fear, which the author views as a better entry than the June peak.
Сред.
18:51
01 сен
01 сен
Scale-out CPO switch content around $8,000
Details per-switch FAU and ELSFP content values in a scale-out CPO switch; lists NVDA, AVGO, FN, MRVL, COHR, LITE without committing to a directional view.
Сред.
17:05
01 сен
01 сен
Author expects CRDO to sell off like MRVL regardless of results.
Author expects CRDO to sell off like MRVL regardless of results, but frames this as a timing concern rather than an explicit short position.
Низ.
15:59
01 сен
01 сен
Author highlights CRDO's 88% AEC market control and full AI interconnect product stack.
Author highlights CRDO's 88% AEC market control and full AI interconnect product stack, framing it as a deep-dive bullish thesis ahead of earnings, while other tickers are read-through beneficiaries.
15:40
01 сен
01 сен
Author argues AI infrastructure selloff is overdone because token demand doubled in a month.
Author argues AI infrastructure selloff is overdone because token demand doubled in a month, implying every token needs GPUs, interconnect, power, and memory, framing the crash as a buying opportunity without explicit positions.
12:26
01 сен
01 сен
MRVL position-driven selloff, watch.
Selloff attributed to positioning, not fundamental catalyst; no position.
Сред.
10:00
01 сен
01 сен
MRVL has suffered a massive post-earnings drop, wiping out call holders. The community is mocking the drop and questioning when or if a rebound will occur, indicating broken technicals and trapped longs. Avoid trying to catch the falling knife until a clear base forms. The stock could experience a dead-cat bounce due to oversold conditions.
Низ.
08:30
01 сен
01 сен
Author shares a broad supply-chain and industry research roundup across semiconductors, memory.
Author shares a broad supply-chain and industry research roundup across semiconductors, memory, packaging, and AI infrastructure, treating all mentions as factual watchlist items rather than personal positions or trade calls.
01:07
01 сен
01 сен
The tweet shares Eugene Securities' major ASIC XPU roadmap.
The tweet shares Eugene Securities' major ASIC XPU roadmap, listing key tech names as read-through beneficiaries without any explicit author position or directional call.
Низ.
00:53
01 сен
01 сен
Watch Nvidia's disclosed equity stakes
Watch these names as Nvidia's disclosed equity stakes/read-throughs; the author cites them to explain Nvidia's ETF-like diversification, not as his own positions.
Сред.
22:43
31 авг
31 авг
The author maps the AI infrastructure value chain from GPUs to power and optics.
The author maps the AI infrastructure value chain from GPUs to power and optics, but frames it as a research overview rather than stating any personal positions or forward calls.
22:33
31 авг
31 авг
Marvell strategy shifts to photonics and CXL
Discusses Marvell's transformation via Celestial AI Photonic Fabric, XConn PCIe/CXL switching, and Structera CXL roadmap, framing strategic positioning as more important than one earnings print.
Низ.
20:52
31 авг
31 авг
MRVL trades around $211–$216 with a ~60–68x forward P/E, while management targets ~$16.5B revenue by FY2028 and ~32% operating margins. Custom AI ASICs and 1.6T optics place Marvell in a structural AI ”tollbooth,” but the rich valuation means buyers need confirmation from execution and guidance. Not a clear long or short yet; watch upcoming catalysts — especially Q3 guidance and the 1.6T optical ramp — before committing. Hyperscaler capex slowdown, delayed custom-chip ramps, missed guidance, high beta (2.25), or valuation compression versus peers like AVGO and NVDA.
Сред.
20:50
31 авг
31 авг
Marvell drops on margin disappointment despite strong AI demand
Marvell reported good revenue and AI demand guidance, but the margin trajectory disappointed relative to extremely high expectations, causing the drop.
Низ.
20:00
31 авг
31 авг
Semiconductors have faced recent pressure, but traders are watching for a sector-wide rebound. Marvell Technology (MRVL) is identified as a high-beta play that could outpace the broader semi recovery. Watch broader semiconductor price action at the open to trigger a long entry on MRVL. Completely dependent on the broader semiconductor sector catching a bid.
Низ.
16:55
31 авг
31 авг
"MRVL thesis rebuilt; raised guidance and connectivity support upside."
Author rebuilt and reaffirmed MRVL thesis post-Q2/Google warrant news, citing raised FY27/FY28 revenue guidance, stronger scale-up/optics/connectivity trajectory as carriers of upside beyond Google, growing CXL deployment at hyperscalers, and operating leverage offsetting gross-margin compression.
Выс.
16:25
31 авг
31 авг
Marvell named as AI cable DSP layer
Names Marvell as building the 1.6T DSP layer for AI cables; no directional view.
Низ.
15:06
31 авг
31 авг
The author notes MediaTek may receive an extra Nvidia investment as a supply-chain read-through.
The author notes MediaTek may receive an extra Nvidia investment as a supply-chain read-through, but lists beneficiaries without stating any personal position or forward call.
Низ.
13:57
31 авг
31 авг
Custom silicon growth offset by MediaTek competition
Custom silicon market growth is positive, but MediaTek becomes a stronger competitor; net impact mixed.
Низ.
13:55
31 авг
31 авг
Long MRVL ahead of analyst day catalyst.
Long MRVL ahead of analyst day; author sees value at the 100-day moving average and expects upcoming news releases to drive a re-rating.
Сред.
Об аналитическом покрытии MRVL
Buzzberg отслеживает MRVL (Marvell Technology, Inc.) в 113 источниках. Бычьих сигналов: 293, медвежьих: 6, от 165 аналитиков. Сентимент преимущественно бычий (26%). Всего отслеживается 1106 торговых идей. За последние 7 дней: бычьих: 42, наблюдение: 110. Последние спикеры: liwei_twcapital, pequityresearch, aleabitoreddit.