TheValueist — $MRVL goes positive. Feels like the market thinks they will be added to $SPY . Lots more upside if they are to make it to be a "$1tr company" https://t.co/MxXCDlx7ZK↗
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 4
BULL OF BRITAIN — Jensen said $MRVL will be the next 1T dollar company.
BoB says $DOCN will be the next 100B dollar company.↗
Jun 4
Wayne Liang — Added $MRVL on this dip.
It's the strongest candidate for S&P 500 inclusion at the upcoming rebalance. Likely to happen next Friday.
Inclusion would force passive buying from eve…↗
Jun 4
Wayne Liang — @StableGenius Yes Mr Capybara. It’s $MRVL.↗
Jun 4
IvanaSPEAR — $AVGO reiterating $100B guide for ‘27 while everyone is raising…
I think tried hard to lock everyone out of the value chain, but maybe didn’t work out as planned?
Customers want…↗
Jun 4
TheValueist — $MRVL $BE $FLEX $ALAB The $26 Trillion Portfolio Manager That Everyone Calls Passive
Contributing Analysts Rob Du Boff (ESG)
(Bloomberg Intelligence) -- Passive investing has a di…↗
Jun 4
InvestmentGuru — $CRDO and $MRVL is on top of my add list on bigger pullbacks.↗
Jun 4
Serenity — $SIVE looks like both a chokepoint and a bottleneck for CPO next year.
Keep seeing information published from nontechnical people who miss any nuances.
Here’s the reason why:…↗
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 4
Wayne Liang — My theses on $AMD and $MRVL are getting pretty similar pushbacks to when I was charting $MU at ~$120, $PLTR at ~$30, $NBIS, $SNDK, and more.
Whether it's weeks from now or months…↗
Jun 4
Wayne Liang — @sunxliao Easy buy. See you higher $MRVL.↗
InvestmentGuru — Overnight trading is showing a clear risk-off tone across some of the market’s strongest momentum groups.
🔻 $MRVL - nearly 6%
🔻 $LITE - over 4%
🔻 $ARM - over 4%
🔻 $NOK - over…↗
Jun 4
InvestmentGuru — $AVGO Broadcom just reminded everyone how high expectations matter.
Q2 FY2026:
✅ Revenue: $22.19B (+48% YoY)
✅ Adj. EPS: $2.44 vs $2.40 expected
✅ AI Revenue: $10.8B, more than do…↗
Jun 3
Serenity — Just some random notes about $AVGO earnings transcript
- Revenue target reiterated ($100B+ 2027, pretty sure markets wanted that to be raised this earning, hence the drop)
Remem…↗
Jun 3
JC Investing — HE’S DONE IT AGAIN
$NVDA CEO KEEPS TELLING YOU WHICH STOCKS TO BUY
HE CALLED:
$MRVL AT $200 → 50%
$SNDK AT $270 → 600%
$MU AT $80 → 1200%
NOW HE’S CALLING $META
“NOBODY USES…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Midas — The 10 Most Talked about Stocks on X Today:
1. $NVDA
2. $MU
3. $SIVE
4. $SNDK
5. $LITE
6. $NBIS
7. $MRVL
8. $DELL
9. $AAOI
10. $IREN
Using @asymmetrix_xyz - the easiest…↗
Jun 3
BULL OF BRITAIN — Bought $MRVL $NVTS $Kioxia here and added to $DOCN. Too lazy to type why at the minute. Enjoy.↗
Jun 3
Kevin Maro — I’ve sold most of this trade at a loss to allocate funds to $MXL and $MRVL (as it dips under $300) - letting some ride for the IPO↗
Wayne Liang — Bought some $MRVL.
Jensen has finally validated what $MRVL has been building, endorsing it as a trillion-dollar company.
And it's been ripping. Biggest single-day gain in $MRVL h…↗
Jun 3
BULL OF BRITAIN — @Scriptehhh Anything that has had asymmetrically good news and has been sold-off because of overall market i.e:
$SIVE (Ayar Labs / NVDA + $GFS news)
$MRVL (Jensens comments / hes…↗
Jun 3
Chris Ray — If you’re wondering why $KOPN is up this morning…
Positive comments were made by Craig Hallum analyst in regard to $MRVL advances in optical networking. 👀↗
Jun 3
Michael | Hypermarkets — In 5 years, $AVGO exploded 1000% from $47 to $470+
Tonight will be $AVGO biggest earnings in history.
I'm bullish on it and here's why:
1. AI Revenue Is About to Print the Bigge…↗
Jun 3
Serenity — @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 upcom…↗
Jun 3
InvestmentGuru — CPO: The Bottleneck
Everyone’s watching GPUs. Semis. Memory. Nobody’s watching the wire between them. That’s the next bottleneck. And it’s real.
The Problem: AI Is Choking on Its…↗
Jun 3
The Assembly — Are you paying attention?
$MRVL is up 91% since we covered it as one of $NVDA’s latest investments.
This is why we do what we do.
We already told you. Follow us with notificatio…↗
Jun 3
NoLimit — THIS SHOULD BE ILLEGAL.
On May 11, we flagged an unusual insider purchase on $MRVL.
The stock is up a staggering 92% since then. Nearly a double in less than a month.
Follow wit…↗
Jun 3
Damnang2 — If you are not familiar with $MRVL as a company, give it a read.↗
Jun 3
Serenity — @Chi_w_wong $NVDA CPO ecosystem = $MRVL, Lightmatter, Ayar (joined today)
$SIVE 100% confirmed laser supplier to Ayar.
$SIVE high confidence laser supplier to Marvell Celestial,…↗
Jun 3
Tradable Astronaut — $MRVL Imagine having this sort of data at your fingertips every single day.
Catching names like $ARM $AXTI $SPCE $AAOI $LITE etc, all early.
Aion Index will show you the best nam…↗
Jun 3
Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗
Jun 3
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after…↗
Jun 3
InvestmentGuru — Overnight markets stayed strong in key tech and meme-driven names.
$MRVL extended its momentum, rising nearly 10% after a massive 32% surge in the prior session, fueled by Jensen…↗
Jun 3
amit — @EHGInvests main difference is $mu fwd pe was always cheap
not the same with $mrvl but maybe it pulls a micron here 😆↗
Jun 2
TheValueist — Are people trying to get in front of a $MRVL $SPY inclusion? https://t.co/NJdWMBFmLp↗
Jun 2
TheValueist — $MRVL WTF. After hours as well??
Club Valueist - get involved. It will be the best $1/month you will ever spend. https://t.co/wBI9nknioT↗
Jun 2
Shay Boloor — $MRVL casually up 40% today after Jensen said it could become a $1T company 😳 https://t.co/ol4abM11XE↗
Jun 2
Serenity — 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… http…↗
Jun 2
Shay Boloor — $MRVL IS NOW A $250B COMPANY https://t.co/hrYI0xYJVk↗
Jun 2
Midas — Jensen Huang just called $MRVL “the next trillion-dollar company.”
Market cap is under $200B, that’s 5x from here.
If this happens, here are the 5 companies that benefit the most…↗
Jun 2
TheValueist — I watched all four Computex keynotes ( $NVDA $INTC $MRVL $ARM ) start to finish, and my overall takeaway is that the consensus is an extremely bullish view on the hyper-growth of t…↗
Jun 2
TheValueist — $NVDA $INTC $MRVL $ARM KEY META-ANALYSIS READ-THROUGHS FROM COMPUTEX TAIWAN 2026 AI INFRASTRUCTURE KEYNOTES
Computex Taiwan 2026 functioned as a coordinated roadmap reset for the…↗
Jun 2
Shay Boloor — You can find my full $MRVL $1T breakdown video here:
https://t.co/VCeQqgfubD↗
Jun 2
Shay Boloor — $NVDA CEO Jensen Huang saying $MRVL can become “the next trillion-dollar company” doesn’t sound crazy when you realize it sits directly inside one of the biggest bottlenecks of the…↗
Jun 2
TheValueist — $MRVL $STM $COHR $HPE Some of key names I follow. Look at these +2z moves today. Out of control. https://t.co/fvdorsqZNb↗
Jun 2
amit — if Jensen is so good at getting companies to pump when he says they should be trillion dollar companies then maybe he should say $NVDA can be a $10T company and let’s see how excit…↗
Jun 2
Trade Whisperer — $MRVL Never seen a weekly candle blow through the upper Bollinger Band like that. Not even $MU.
Jensen holds that kind of power. All eyes on whether this is sustainable.
300+ cha…↗
Jun 2
Damnang2 — Congratulations to all $MRVL investors!!!
In my recent article, I also shared what I currently see as the biggest risk for Marvell, so if you are interested in investing in Marvel…↗
Jun 2
Shay Boloor — Optical interconnect names are running because $NVDA CEO Jensen Huang basically validated the future AI architecture where copper wins inside the rack but optics becomes unavoidabl…↗
Jun 2
BULL OF BRITAIN — Why I flipped from bearish to bullish on $SIVE and added on to the $GFS news.
First, I was never short this. I fundamentally was bullish on the company when I bought in, but tur…↗
Jun 2
TheValueist — https://t.co/z9ktrAI4V9
$MRVL KEY READ-THROUGHS FROM MARVELL’S COMPUTEX TAIWAN 2026 AI INFRASTRUCTURE KEYNOTE
Marvell Chairman and CEO Matt Murphy used the COMPUTEX Taiwan 2026 k…↗
Jun 2
TheValueist — $MRVL $COHR $LITE $GLW J. Huang Capital Management on fire today 🔥🔥🔥 https://t.co/i5aPVhbhAR↗
Jun 2
Nancy Pelosi Stock Tracker ♟ — This is why we track the politicians✍️
Remember back on 5/18 when we flagged two Politicians for buying the same stock?
That stock was Marvell $MRVL
Well today it's up another 2…↗
Chris — Looks like I gave Trump credit too early 😂
Turns out it was Jensen.
$MRVL insider calls came in before close yesterday. https://t.co/XwDCCwPe3d↗
Jun 2
Jose Najarro Stocks — $MRVL HOLY CHIP!! LETS GO
Jensen should go to a $CRWV keynote and share his thoughts there to :P lol https://t.co/3mr0x2nxrZ↗
Jun 2
Shay Boloor — $NVDA CEO Jensen Huang says $MRVL could 5x and become “the next trillion-dollar company.”
Marvell is one of the few companies with exposure to both custom AI silicon and networkin…↗
Jun 2
CK Capital — $PENG just told the market something very important and I do not think enough people are paying attention to it.
Alongside a CFO transition announced June 1 the company reaffirmed…↗
Jun 2
Lando — @themomentumplay True. I’d have to revisit $MRVL and the bull thesis, kinda crazy buying after a pump but who knows right 🤣↗
InvestmentGuru — Morning Market Pulse
$GOOG raising $80B for AI infra — $30B public offering + $40B ATM + $10B Berkshire private placement. CapEx guided $180-190B in 2026, even higher in 2027. Buf…↗
Jun 2
InvestmentGuru — $MRVL is up over 27% % in PM trading after $NVDA CEO Jensen Huang called Marvell “the next trillion-dollar company” at Computex. https://t.co/vMAaFe2cGx↗
Jun 2
Lando — I sold $MRVL at ~$60 when I first started investing. I won’t lie this hurts A LOT.
I also sold $MU at $115 last May/June. Words can’t describe the amount of gains “lost” in the p…↗
Jun 2
mon — At NVIDIA GTC 2026 on March 18, the NVDA CEO said “Nebius will take care of you.” Since then, $NBIS has outperformed other neocloud peers.
At Computex, he called $MRVL “the next t…↗
Jun 2
KaizenInvestor — Is Jensen following me? Yesterday $NVDA announced a partnership with $FLNC and the stock ripped 50%.
Today, he says that $MRVL is the next $1T company and they rip 23% today.
T…↗
Jun 2
Jukan @COMPUTEX — ▶ Marvell CEO says copper wall is moving inside the rack, and copackaged optics is the only way through
• Marvell CEO Matt Murphy emphasized at Computex 2026 that the next bottlen…↗
Jun 2
Serenity — The most consequential event of an entire company’s history.
Got released today with a photonics player.
Making them the functional standard laser for CPO, Pluggables, and SiPH.…↗
Jun 2
The Future Investors — $MRVL Marvell +15% in pre-market after Jensen Huang joined CEO Matt Murphy on stage at Computex 2026 and called Marvell Technology "the next trillion-dollar company" 🚀 https://t.c…↗
Jun 2
Serenity — @wangxindian @StormDirac I’m not sure people realize the gravity of this news with $GFS yet.
It’s probably more fundamentally groundbreaking than $SIVE + $JBL.
As $AVGO, $MRVL,…↗
Jun 2
Frenchie — Jensen Huang vient de vous donner le prochain x5
Au Computex, devant tout le monde, il a qualifié $MRVL de « next trillion-dollar company ».
On en avait parlé en stream mais Marv…↗
Jun 2
Serenity — $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 Jen…↗
TheValueist — $MRVL up ~17% in night market on Murphy’s Computex Keynote.
https://t.co/hJmSkivopk https://t.co/DwfZkNU0VC↗
Jun 2
Shay Boloor — $MRVL is up over 15% in overnight trading after $NVDA CEO Jensen Huang called Marvell “the next trillion-dollar company” at Computex.
Data center is now ~76% of revenue putting Ma…↗
Jun 2
Jukan @COMPUTEX — Jensen just said to Matt "the next trillion dollar company - Marvell"
?
$MRVL↗
Jun 1
Serenity — -> IP acquisition
-> Just waiting for CPO to take off
$SIVE is a laser chokepoint for photonics and are publicly validated by:
- $GFS (1 of 2 public laser suppliers with $LITE fo…↗
Serenity — There's a new $SIVE short seller with 0 clue what they're talking about.
1. $MRVL Celestial is likely buying lasers directly with $SIVE as the laser supplier, not through $POET.…↗
Jun 1
Trade Whisperer — @JeffBro52400644 Solid names. I like $LRCX $AMAT $MRVL LFG https://t.co/I4RxFAtg2z↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
May 2026 · 120 mentions
May 31
KaizenInvestor — Time for my monthly portfolio update.
MTD performance: +40.4%.
YTD performance: +97.8%
I made a couple of trades this month. Bought some $WOLF and $FLNC in the beginning of the…↗
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 30
Serenity — Very grateful for the objective coverage in De Tijd!
It’s cool to see my work in Belgium's top newspaper.
Also very refreshing to see a journalist cover $AAOI, $XFAB, $MRVL Celes…↗
Serenity — Fun fact: don’t think any large US institution had positions in $SIVE / $SIVEF since it was a majority owned local Swedish retail stock.
There’s also fund mandates preventing US f…↗
Apr 30
Vulture trades 🦅 — $MRVL UP 50% I TOLD YOU
1.00 —> 1.50 https://t.co/kn47lvfa5d↗
Apr 30
Vulture trades 🦅 — $MRVL looks very strong compared to other names, this can run↗
Apr 30
Vulture trades 🦅 — $MRVL 20% here at 1.20 from 1 https://t.co/fAZRw0KYYc↗
March 2026 · 68 mentions
Mar 31
KaizenInvestor — $POET pumping before earnings is often a good sign.
The $NVDA - $MRVL collaboration basically validates the whole POET business case. https://t.co/uidj0QWKq6↗
Mar 31
Serenity — The market are missing the implications from $NVDA investing:
$2B into $COHR for optical.
$2B into $LITE for optical.
and $2B into $MRVL for optical today.
Nvidia did this exact…↗
TheValueist — $MRVL $NVDA $AMD $LITE TRANSACTION OVERVIEW
On March 31, 2026, NVIDIA and Marvell announced 3 linked elements: a strategic partnership connecting Marvell to NVIDIA’s AI factory an…
February 2026 · 4 mentions
Feb 28
The Future Investors — What a week. Pure fear in the market 😱📉
Next week, a new round of earnings 📊
Monday: $CRDO, $MDB
Tuesday: $SE, $CRWD
Wednesday: $AVGO
Thursday: $MRVL
Which one are you lookin…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 2
KawzInvests 🦑 — CPO is the thesis behind the photonics sector catching a bid. Co-packaged optics is the next evolution of AI infrastructure and the supply chain runs through
- $AAOI
- $LITE
-…↗
Anthony Pompliano 🌪 — I believe humanoid robots are going to become pervasive in society.
Investors are drastically underestimating how big this market, and the leading companies, will grow to.
In ord…↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
The Future Investors — $MRVL Marvell is in advanced talks to buy Celestial AI in a multi-billion dollar cash-and-stock deal that could exceed $5B. The move would boost Marvell’s AI photonics capabilities…↗
November 2025 · 2 mentions
Nov 29
The Future Investors — Next week is packed with exciting earnings! 🔥🚀
Monday: $MDB
Tuesday: $MRVL, $CRWD
Wednesday: $CRM, $SNOW, $PATH
Thursday: $RBRK
Which report are you most excited for? 🤩 https:…↗
Nov 17
Dylan Patel — We told a candidate to do a case study on Marvell
They got so bearish that they backed out of the entire process
"The industry is too cyclical and dynamic"
"built on a pillar of sa…↗
October 2025 · 3 mentions
Oct 22
Ray Wang — Came across a note from KGI indicating that MediaTek’s ASIC revenue is expected to be lower in 2026 and 2027, which partly aligns with my view.
That said, I think 2027 might be s…↗
Ray Wang — More updates on MediaTek, $MRVL, and $META. https://t.co/fzgoM9aZL1↗
September 2025 · 5 mentions
Sep 30
Ray Wang — I forgot to cover the JPM call with $MRVL. I will do that soon.
But in short, $MRVL's recent call with JPM shows the level of confidence that is diverged from its previous earnin…↗
Sep 30
Ray Wang — As my previous note suggested, the bigger downside risk for MediaTek moving forward is the ASIC project.
First is $GOOGL, apparently, and next will be $META, it's happening in fro…↗
Sep 27
Ray Wang — GF Securities: Re-rate MediaTek (2454) to Hold.
ASIC:
- $GOOGL v7e: final design freeze/sign-off has reportedly slipped to mid-4Q25, likely due to internal design-team issues. On…↗
Sep 26
Ray Wang — GF Securities: "Regarding $META (ASIC), although market views are divided, we now expect $MRVL to be more likely to win the ARKE project, due to its I/O capabilities and the pressi…
June 2025 · 1 mention
Jun 21
Tech Fund — A big tour of current happenings in Semis - $NVDA $AMD $MRVL $BESI $KLAC $ENTG $ARM $INTC $NVTS $MCHP $TXN
https://t.co/A4rcdLIKc4↗
— $PENG keeps climbing and it still feels undervalued to me at this price.
This is a company that builds mission critical AI infrastructure for NASA, the US Air Force, the US Navy,…
Serenity — > markets went from doubting $SIVE customers ($150m MC)
Turns out it’s likely companies eg. $JBL, Ayar, $AAPL, Defense Primes, $MRVL celestial.
> to doubting their execution ($6…↗
May 29
Alex A.C. — AI Photonics
- $MRVL "CPO units [in the Market] from 1MM in 2025 to more than 100 MM by 2030"
- Foxconn: "We will ship around 10k CPO units this year and the shipment next year w…↗
May 28
Nancy Pelosi Stock Tracker ♟ — Update: Rep. Byron Donalds (R) bought $MRVL on April 2nd
In less than 2 months, he's up +90% since his purchase
Donalds sits on the House Financial Services Subcommittee on Digit…↗
May 28
Alex A.C. — I like $MRVL Marvell, great products in Photonics Networking.
I don't like current price 🙄 Too much priced in for my taste; I think will underperform other names (underperform! n…↗
May 28
Serenity — $SIVE is the most compelling CPO/photonics exposure to me.
Addressing the disinformation: I haven’t sold and don’t plan to sell a single share.
I do think this ends up the next…↗
May 28
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
May 28
Ben Pouladian — Wall Street read Marvell's $MRVL print as a beat-and-raise
The line that matters: FY28 guide raised $1.5B in one quarter, data center growth accelerating 46 to 50 to 55%
Demand i…↗
May 28
Serenity — @halldj00 $SIVE was high confidence laser supplier directly to Celestial.
Celestial got bought by $MRVL.
https://t.co/zc18YS8EwJ↗
May 28
Serenity — $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 strategic…↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
TheValueist — $MRVL KEY READ-THROUGHS FROM MARVELL TECHNOLOGY Q1 FY27 EARNINGS CALL
Marvell’s Q1 FY27 call was a broad AI infrastructure acceleration signal, not merely a company-specific beat-…↗
May 27
TheValueist — $MRVL EXECUTIVE CALL SUMMARY: Marvell Technology Inc (05/27/26)
Marvell’s Q1 FY27 earnings call was a material positive outlook-reset event. The quarter itself was clean but not t…↗
Shay Boloor — $MRVL is seeing AI bookings come in strong enough that management raised the revenue outlook for both FY27 and FY28. https://t.co/jWXkgBkl1X↗
May 27
TheValueist — $MRVL (Bloomberg) -- (Updates with stock move.)
Marvell Technology shares rise 4.5% in extended trading Wednesday after the semiconductor company forecast second quarter adjusted e…↗
May 27
Shay Boloor — $MRVL Q1 EARNINGS
• Revenue $2.42B vs Est. $2.41B
• EPS $0.80 vs Est. $0.79
• Operating Income $847M vs Est. $841M
• Gross Margin 59% vs. Est 59%
Q2 Guidance
• Revenue $2.7B vs E…↗
May 26
KaizenInvestor — Let me update you on my public calls in the last 2.5 months, if you followed with 1K each time:
The calls
1. Sk Hynix (09/03): Buy at 487 - 2.05 shares
2. $OUST (10/03): Buy at 20…↗
May 26
Damnang2 — $MRVL’s time is coming.
Read the article for the full story. https://t.co/9x1qALRM9F↗
May 26
Gaetano — $SIVE I want to see the total revenue opportunity increase meaningfully
$SMTC I want to see the revenue acceleration
$P I want to hear about NAND implications
$MRVL I want to h…↗
May 26
TheValueist — $NVDA $MRVL Jensen and Murphy on the stage together is great news for MRVL.↗
May 26
InvestmentGuru — Overnight market strength is flowing directly into the future-tech sectors.
Storage & Semiconductor names are moving higher across the board:
$MU +5%
$SNDK +3%
$MRVL +3%
$AMD +2%…↗
May 25
Gaetano — Big Week For Earnings!
We've got:
$SMTC on Tues
$MRVL on Weds
$P on Weds
$AMBA on Thurs
$SIVE on Fri
Lots of excitement in store↗
May 24
Jason Luongo — Goldman Sachs just projected the AI optical networking market hitting $154B by 2028 - nearly 10x from today.
As GPU clusters scale into multi-rack systems like NVIDIA's NVL576, th…↗
May 24
CK Capital — Four of the most asymmetrical setups in the market right now. Four completely different sectors. All deeply undervalued.
$HLIT — The only software platform that virtualizes the en…↗
May 24
Shay Boloor — THE PHOTONICS LAYER OF THE AI BUILDOUT
Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVD…↗
May 24
Tech Fund — The data center CPU market is getting crowded, with large players looking to gain share:
$AMD $NVDA $INTC $ARM $QCOM $AMZN $MSFT $GOOGL
The most obvious ways to play the growth…↗
May 23
rubicon59 — Profiled here last summer along with $INTC as "Two bright dumpster fires", $MRVL is +3x since, while $INTC +6x, far outpacing $AVGO. Lessons learned? https://t.co/GN3QR9kCsI↗
May 23
Serenity — I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out mul…↗
May 23
CK Capital — A company trusted by NASA and the Pentagon just hit a 52 week high yesterday and is still one of the most undervalued stocks in the market.
$PENG. $2.7 billion market cap. Let me…↗
Serenity — For $SIVE to become the next $80B+ $LITE.
Sivers is the current laser kingmaker of the optical transition to CPO and 1.6T.
They basically supply lasers to the leading players i…↗
May 23
InvestmentGuru — My Top 5 AI Semiconductor Watchlist
The AI infrastructure buildout is still in full swing — and these 5 names are on my radar right now.
$MU
→ HBM demand from AI training/inferen…↗
May 22
Damnang2 — Let me share something I’ve learned once again.
Whenever famous FinX accounts speak negatively about $QCOM or $MRVL Technology, I often feel frustrated because they still do not f…↗
May 22
The Future Investors — Next week brings another round of very interesting earnings 🗓️👀
Tuesday: $ZS
Wednesday: $MRVL, $CRM, $SNOW, $SNPS
Thursday: $DELL, $MDB
Which one are you looking forward to the…↗
May 22
InvestmentGuru — Trump Just Put $2 Billion Into Quantum Computing
The Full Quantum Ecosystem to Watch:
Pure-Play Quantum:
→ $IONQ | $QBTS | $RGTI | $INFQ | $QUBT | $XNDU
Quantum Security:
→ $ARQ…↗
May 22
InvestmentGuru — $MU
$CRDO
$AAOI
$AXTI
$MRVL
all green today↗
May 20
TheValueist — Another all time high in $MRVL today. Up ~9%. I’m long 1/21/28 calls. Everyone but $NVDA bid on NVDA earnings day. https://t.co/AD8SEHOJtA↗
May 20
Frenchie — @JulienTechInvst Faut saluer la perf de $MRVL ces derniers temps↗
May 20
Serenity — If people don’t realize why I’m so interested in $SIVE M&A.
Sivers likely customers were:
Lightmatter when they were tiny -> became $4B+ company.
Lightelligence when they were t…↗
May 20
Serenity — @osilayer8 Nah, I'm cheering on $SIVE to become the next $LITE.
I didn't acquire positions just for Sivers to be bought out by $MRVL or $JBL.
I also really don't think fundrais…↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 20
InvestmentGuru — 10 AI Infrastructure Stocks I’m Watching for the Long Game
1. $MU — Memory Is Now a Strategic Asset
Micron posted record Q2 FY2026 revenue of $23.86B — nearly 3x the same quarter…↗
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 19
InvestmentGuru — The AI Semiconductor Watchlist — “At Some Point, This Becomes a Buy”
$MU — HBM memory sold out through 2026 and the AI memory supercycle is just getting started. The 52-week range…↗
May 19
Serenity — Just putting it out there:
$SIVE short interest is probably higher than 17%+ now.
As lot of local Swedish hedge funds are very underwater, shorting Sivers.
They're about to mee…↗
May 18
CK Capital — People don't understand how bullish this news is.
The sitting CTO of $AMD. The chair of $LITE. The head of Advanced Computing at $AMZN. And now the president of $NOK Network Infr…↗
May 18
CK Capital — I'll say it plainly. $PENG is a $100 stock trading at $48.
This is a company that builds and deploys mission critical AI infrastructure for NASA, the US Air Force, the US Navy, Lo…↗
May 18
Nancy Pelosi Stock Tracker ♟ — Two members of the same committee bought the same stock
• Rep. Byron Donalds bought $MRVL on April 2nd
• Rep. Maria Salazar bought $MRVL on April 6th
Both sit on the House Financ…↗
May 17
InvestmentGuru — $NVDA EARNINGS INCOMING
Next week is not just a print — it’s a macro event for the entire AI trade.
→ Blackwell demand visibility is the #1 watch item
→ Data center revenue guide…↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
May 17
Serenity — Very nuanced. People buying $PENG for $MRVL "photonic memory" are likely to be disappointed.
They're on the $SMCI integrator level with potential software add.
The high margin, f…↗
May 17
Serenity — When I see comments like this (and there are a lot) from retail investors:
I immediately think they lack the technical depth.
I'll walk through each one from $SIVE to $LPK:
1.…↗
May 16
CK Capital — If someone told you there was a $2.5 billion company partnered with $NVDA, $AMD, $INTC, $DELL, and SK Hynix you would think the market cap would be crazy high, but it’s not.
That…↗
May 16
InvestmentGuru — Weekend Dip Dive: The Dips Worth Watching
Market closed red across the board today. Nasdaq -1.54%. S&P 500 -1.24%. Dow -1.07%.  Inflation fear, rising yields, oil above $104, no I…↗
May 15
Serenity — Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund.
That being said, I've hit 23 different longs this year with 100…↗
May 15
CK Capital — I am buying every single dip and here on $PENG and this is exactly why.
Think about what it actually takes to become a vendor for NASA. The US Air Force. The US Navy. Lockheed Mar…↗
May 14
CK Capital — $PENG is a $2.5 billion market cap stock.
Let me show you who they work with.
Partners: $NVDA. $AMD. $INTC. SK Hynix. SK Telecom. Shell. Dell Technologies.
Customers: NASA. The…↗
May 14
Dillon Valdez — $MRVL is not just another AI chip ticker.
The cleaner question is where the cluster bottleneck moves after GPUs are ordered.
Marvell sits in the parts of the stack that make AI i…↗
May 14
Serenity — Fun read! Think you covered majority of the important points regarding the overall CPO growth curve and wrote a great bull case.
Especially how $SIVE feeds into Ayar, $JBL, and $…↗
May 14
InvestmentGuru — $MRVL another strong looking stock in the market after making a new all-time high yesterday and still showing impressive momentum. https://t.co/tkdjnz6IHB↗
May 13
CK Capital — The more and more I look into $PENG the more I love this setup.
Started looking at it as a simple memory systems integrator. The more you dig the more layers you find.
Layer one.…↗
May 13
rubicon59 — $MRVL You’ve come a long way, baby, 3x’ing from there. But I am not too crazy about you now :-(↗
May 13
Michael | Hypermarkets — In 2026, $NVDA put $15,000,000,000 in 7 AI super companies so far.
Here's exactly why they partnered with these companies:
$MRVL Marvell → AI scaling is now bottlenecked by netwo…↗
May 13
KaizenInvestor — $MRVL is now one of my quickest doubles. It shows you don’t need high risk microcap companies to double your money.
Marvell has a foot in almost every photonic tech, great strate…↗
May 13
TheValueist — People are loving on this $MRVL optical story. All-time high. +8% today. https://t.co/cB0WGvmeN4↗
May 13
InvestmentGuru — 15 of my favorite AI infrastructure plays in this market right now:
$MU
$AMD
$INTC
$SNDK
$AAOI
$MRAM
$PENG
$MXL
$CRDO
$MRVL
$GLW
$NOK
$CEVA
$GFS
From…↗
May 13
Serenity — What they do special is really advanced/architecturally unique CW lasers, so they fit Ayar, $MRVL Celestial, Lightmatter, Lightelligence, and these types of specifications in hyper…↗
May 13
Serenity — So here's the napkin math I did on Nextronics (8147) when I went long.
They're the $NVDA CPO supplier for CPO connectors and cage thermal modules.
And I modeled around 2 FWD p/e…↗
May 12
Shay Boloor — $AMD disclosed a small new $MRVL stake worth ~$6.5M https://t.co/cmJb8miLr9↗
May 12
Michael Sikand 🦑 — I just bought $2M of a brand new stock after it crashed 7% today.
$PENG is now a 20% position in my Asymmetrical Bets fund (+89% YTD) on @joinautopilot followed by $10M.
Credit…↗
May 12
CK Capital — A $2.0 billion company building the first commercial photonic memory product on the market in partnership with $MRVL and nobody is talking about it.
$PENG Penguin Solutions. Tradi…↗
May 12
Tech Fund — $AVGO vs $MRVL - Evercore channel checks
Both good companies, still holding both https://t.co/nguzzDpvhR↗
May 12
InvestmentGuru — $POET what a comeback.
From dropping to $6.43 after the $MRVL deal break news to now pushing near $15 premarket — this market keeps reminding everyone how unpredictable trading…↗
May 12
InvestmentGuru — The 2026 Memory Market May Extend the Supercycle
AI training, inference, and data center buildout are keeping memory demand structurally elevated — and the full stack is worth watc…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
InvestmentGuru — ANTHROPIC REVENUE TRAJECTORY IS BREAKING MATH
→ Jan 2025: $1B ARR
→ Dec 2025: $9B ARR
→ Apr 2026: $30B ARR
That’s a 30x in 15 months.
One analyst is now projecting $100B by end of…↗
May 11
NoLimit — NEW INSIDER TRADE
Another member of Congress just got caught buying the exact kind of stock their committee oversees.
Representative Maria Salazar of Florida just filed a purchas…↗
Serenity — I didn’t say it should be valued at $10B+ today.
I said I expected $SIVE to be around ~$3B if they were listed on US markets. And could be $10B+ next year
Since they likely are t…↗
May 10
InvestmentGuru — SECOND WIND ALERT:
$EOSE & $POET
Two names that went on wild rides are back on the radar — and the setups are worth watching.
$EOSE (Zinc Battery Storage)
→ Ran 362% in 2024, ano…↗
May 10
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
InvestmentGuru — The market is up. Oil is at $100+. Inflation is sticky. And bonds are whispering something equities are ignoring.
Here’s what’s actually going on-
OIL SHOCK REALITY
➜ Geopolitic…↗
May 10
Shay Boloor — $NVDA has committed more than $40B to equity investments this year alone:
• OpenAI $30B
• $GLW ~$3.2B
• $IREN ~$2.1B
• $MRVL ~$2B
• $LITE ~$2B
• $COHR ~$2B
• $CRWV ~$2B
• $NBIS ~$…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
May 9
InvestmentGuru — 10 long term bets
$CRDO — Credo Technology | High-speed AEC interconnects powering AI data centers. Sticky design wins with hyperscalers. Underowned, undervalued.
$MRVL — Marvell…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 8
KaizenInvestor — I calculated the value if you followed all my decisons with 1K in the last 2 months:
The decisions
1. Sk Hynix (09/03): Buy at 487 - 2.05 shares
2. $OUST (10/03): Buy at 20 - 50 s…↗
May 8
Serenity — $SIVE supplies lasers to likely $JBL, Ayar, Lightmatter, $POET, $MRVL Celestial, Lightelligence, $AMD, O-Net/Enablence, and others.
Not including silicon photonics programs with…↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
May 7
InvestmentGuru — Black swan innovations that could destroy today’s AI bottleneck trade (HBM, GPUs, power infrastructure):
Everyone is crowded into the same AI scarcity trade:
GPU scarcity → $NVDA…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 6
Frenchie — Devinez quel boîte profite du triple narratif Mémoire — Photonique — Quantum ?
Et bien c’est $VECO
Tout le monde regarde $NVDA, $AVGO , $MRVL, $TSM, la mémoire, le CPO et la ph…↗
May 6
InvestmentGuru — Capital rotation is getting louder in semis and AI infrastructure. Money is flowing into names like
$MU, $SNDK, $AMD, $ARM, $CRDO, $MRVL, $INTC, $AAOI, $ALAB, and $TSEM.
The mar…↗
May 5
Serenity — Just a recap of recent information discovery + likely mapping with $SIVE:
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
->…↗
May 4
BULL OF BRITAIN — Example of an extremely solid portfolio till 2030.
$DRAM - 25% > Memory cycle.
$NBIS - 25% > AI-native cloud infrastructure.
$LITE / $MRVL / $TSEM - 25% > Lasers, optical DSPs,…↗
May 3
Serenity — @MeltemDemirkus $SIVE is in the laser chokepoint that Goldman says has significant EPS upside.
But they're undiscovered to institutions still, despite their likely mapping to $AM…↗
May 2
InvestmentGuru — 5 stocks that are buying opportunities on pullback: $CRDO $MRVL $GFS $ANET $BE
$CRDO — Credo Technology
The AEC king just hit 201% YoY revenue growth in Q3, and the stock has pul…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
May 2
InvestmentGuru — Optical Communications: The Next Breakout in AI Infrastructure
Everyone is focused on GPUs, but the real bottleneck in AI is no longer compute — it’s data movement.
As AI clu…↗
May 2
InvestmentGuru — $LWLG has been one of the most explosive photonics plays of 2026 — the stock went from ~$6.59 in late March to hitting a 52-week high of $17.28 intraday, a move of over 1,300% in t…↗
May 2
Serenity — I had a decent month.
Everything from: $AAOI went up 100% to $SOI went up 153.9%.
$SNDK +70% or $INTC + 97.7% or $MRVL +54% or $ARM +41.5% were underperformers for me personally…↗
May 1
Damnang2 — About a month and a half ago, when I met @jukan05, he asked me what I thought about $MRVL. I told him I was very positive on it.
At the time, many people around me in the industry…↗
May 1
KaizenInvestor — The rating of my current holdings according to this framework.
$GOOGL: 97/100
Alphabet’s management operates with relentless execution and immense capital discipline. While the sh…↗
May 1
Jason Luongo — 2. $MRVL - Marvell (Electronic ICs)
Marvell owns the optical DSP layer - the brains that encode and decode data moving through photonic links. First to ship 1.6T DSPs in volume to…↗
May 1
InvestmentGuru — Where NOK Sits vs. The Photonics Stack- Most photonics plays are component-level:
$COHR, $LITE, $CIEN, $AAOI, $MRVL, $FN, $POET, $LWLG
$NOK is the system-level integrator sitting…↗
May 1
Serenity — As for 3x brrrs these levels:
1. $SIVE
2. MSSCORP (6830)
3. Auros (322310)
Are my best guesses. Here's my thought process:
1. $SIVE: I genuinely do see them being $10B+ next y…↗
Apr 30
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist
AI INFRASTRUCTURE CORE
$MRVL
→ Custom AI silicon for hyperscalers like Google and AWS
→ Data center now the core growth engine…↗
Apr 30
Serenity — @TVAFR786 $1.4B MC is tiny?
Especially if their lasers likely power $AMD CPO, $MRVL CPO, $JBL 1.6T LRO, $AAPL Silicon Photonics, Ayar (AlChip), Lightmatter, O-Net End users (Asia…↗
Apr 30
Serenity — Great find. Basically from old investor deck + fundraising amounts:
Looks like Celestial has been direct customers of $SIVE.
So: $MRVL is likely buying lasers direct from $SIVE…↗
Apr 30
InvestmentGuru — Photonics & Semiconductors: The Quiet Kings of This Market
The rotation is happening in plain sight. While macro noise dominates headlines, photonics and semiconductor names are qu…↗
Apr 30
InvestmentGuru — The full CPU stack: understands each layer, you can find many play
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB…↗
Apr 30
Serenity — I am now long MSSCorps (6830) ~$1.4B MC
This appears to be a functional monopoly in CPO for inspection.
But markets might have conflated that with Material/Failure Analysis with…↗
Daniel Koss — Today is the day!!!
$GOOGL
$MSFT
$AMZN
$META
all have earnings.
I'm super pumped and feel like all my favorite movies are coming out all at once haha
Who's excited? I probab…↗
Apr 29
SemiAnalysis — With $MRVL catching a bid on some positive newsflow, now's the perfect time for management to fire up stakeholders with an AI update. They can even dust off the 2024 AI Era Day dec…↗
Apr 28
BULL OF BRITAIN — My opinion on the best companies for every role in Photonics - from someone with 1000+ hours on the sector.
Layer 1 (Equipment): $AIXA
Layer 2 (Substrates / Raw Materials): $SOI…↗
Apr 28
Jason Luongo — 5. $MRVL - Marvell Technology
Custom silicon, DPUs, and connectivity infrastructure for AI racks. Roughly 75% of revenue now tied to data centers, cloud, and custom silicon. In di…↗
Apr 28
InvestmentGuru — Watching $CRDO & $MRVL — Waiting for the Pullback
Two of the strongest AI infrastructure names on my radar right now. Not chasing. Building a position on weakness.
$CRDO
High-spe…↗
Apr 28
InvestmentGuru — Semis and photonics are seeing a healthy pullback — that’s often just a technical reset after strong momentum. If you missed the last run and had the patience not to chase, this i…↗
Apr 28
InvestmentGuru — $AMD $ARM $MRVL $CRDO $AMKR $RMBS $TSEM all seeing pullbacks after strong recent runs. Nothing unusual — healthy consolidation after momentum can create the next setup.
Keep them…↗
Apr 28
Serenity — @tme5s So $POET does the packaging side of things.
If $MRVL dropped Poet, it means Marvell felt they could vertically integrate that layer into Celestial and just buy lasers dire…↗
Apr 28
Serenity — I'm happy Japanese communities started positions in $SIVE after doing research!
A stronger international shareholder base is always positive.
As for some thoughts, my read on the…↗
Apr 28
Serenity — “1.6T optical modules are near mass adoption this year”
So nothing new but this just confirms timelines for volume production/mass adoption H2 2026.
$AVGO and $MRVL are cited as…↗
Apr 27
Serenity — Pretend $SIVE, $LITE make specialized blue and red maine lobsters.
Very rare, not many people can do.
$POET steams the lobsters and prepares it in a ready-to-go container.
$MRVL…↗
Apr 27
Serenity — @tme5s $LITE and $COHR are probably majority/fully allocated to $NVDA after their deals. Since Nvidia did the same thing with EML last year.
It's harder to do that with Win since…↗
Apr 27
Serenity — @O_bhaina $MRVL benefits long term by vertically integrating the packaging process.
They will likely just make a deal and buy lasers directly from $SIVE, $MTSI, and maybe $LITE is…↗
Apr 27
Serenity — @adrian_jega $LITE likely has majority capacity allocated to $NVDA, not $MRVL.
Ayar removed $LITE from their website and before they primarily multi-sourced between $SIVE, $MTSI,…↗
Apr 27
Serenity — Nope, $SIVE thesis is fully in-tact and I still think it's undervalued.
Lot of it was based on $JBL 1.6T bridging the gap into CPO ramp.
But having $AMD CPO go with $GFS de-ris…↗
Apr 27
Serenity — @FlachtFunds It's not good news. But it's not that bad either.
$LITE likely has capacity allocated toward $NVDA, which is why $AMD CPO (likely) went with $SIVE + $GFS is my guess.…↗
Apr 27
Serenity — Highly likely now $MRVL just buys the lasers directly from $COHR, $SIVE, or $LITE.
It just causes delays to Marvell Celestial roadmap.
But I've always had expectations on the pac…↗
Apr 27
Serenity — @AD14977 I've always said $POET is the most likely to get designed out down the road.
They just buy lasers and package them... and $MRVL can just go directly to the laser source a…↗
Apr 27
Serenity — @Jackylee811574 $MRVL will likely do that interposer packaging IP in-house. I did expect them to design out $POET down the road, just not this early.
They can just buy lasers dir…↗
Apr 27
Serenity — @BrokeBoyCap Oh, I'm guessing $MRVL is vertically integrating the packaging process after buying the lasers from someone like $SIVE or $LITE.
That's what I said earlier it's a lo…↗
Apr 27
BULL OF BRITAIN — @inversorBetico *they can still have $MRVL sorry.↗
Apr 27
BULL OF BRITAIN — @inversorBetico They still have $MRVL - they dont need $POET↗
Apr 27
Serenity — $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…↗
Apr 27
BULL OF BRITAIN — $SIVE Deep Dive
Sivers Semiconductors. Swedish. ~$1B market cap. Indium phosphide laser supplier sitting inside the supply chain of every major AI optics architecture being built…↗
Apr 27
KaizenInvestor — @RealYuvaraj Would be a crazy from $MRVL, but they will buy the lawsuits of the investors as well. So, don't think they will do that.↗
Apr 27
KaizenInvestor — Not the best way to start my Monday. $POET down almost 50% after $MRVL cancelled all the orders for Celestial AI.
The reason? POET breached the NDA last week. The NDA is a confid…↗
Apr 27
InvestmentGuru — $POET down over 40% after $MRVL canceled all purchase orders tied to Celestial AI including initial production orders first disclosed in 2023.↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 27
InvestmentGuru — The full CPU stack: check for details in post
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon…↗
Apr 27
Serenity — @ponzy_picasso I value $SIVE $2B+ today, and think they can hit $10B+ next year... and more in 2028.
Their likely existing users before volume ramp:
- $AMD CPO | $GFS
- $MRVL CPO…↗
Apr 26
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
Apr 26
InvestmentGuru — The full CPU stack:
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon- $AVGO $MRVL
Future Archi…↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 26
InvestmentGuru — The AI trade is evolving — and CPUs may be the next breakout.
For the last two years, everyone chased GPUs. That made sense — training models needed massive parallel compute.
But…↗
Apr 26
Serenity — Agreed, and glad DNB, one of Europe's leading banks, went out to defend $SIVE valuations alongside me.
I still think $SIVE can reach $10B MC in 1 year time as their laser growth s…↗
Apr 26
Mike Investing — THE FULL PHOTONICS BOTTLENECK
It’s clear that the next phase of AI scaling is no longer compute, but rather optical connectivity.
1. $AAOI builds high-speed transceivers with ver…↗
Apr 25
InvestmentGuru — 10 Stocks Built for LT Returns -
$MU — The HBM supercycle play. Entire 2026 HBM output already sold out. Forecasts 40% CAGR in HBM market to ~$100B, surpassing all of 2024 DRAM.…↗
Apr 25
Serenity — @yuntungshieh I was long $RKLB in the 10's, because of their reusable rocket success rate. Despite banks/analysts claiming it would crash.
I was long $HOOD in the 10's because of…↗
Apr 24
Serenity — Did you listen anon?
The fact that $SIVE is up 600%+.
But still can 10x from here in a year... once ~ $AAPL, $JBL, and $MRVL require mass production of their lasers in 2027.
Is…↗
InvestmentGuru — Semiconductors are on fire in premarket — this is what momentum expansion looks like.
$INTC leading with a massive +30% move, signaling aggressive buying and possible short squeez…↗
Apr 24
Serenity — @UnmaskedBillion Hi, appreciate the more productive discussion.
But I've never seen anyone aside from Europeans complain about 2.5% $13M dilution to get listed on NASDAQ.
Over…↗
Apr 24
Serenity — I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 24
Serenity — Everyone’s out there sharing new YTDs after $MRVL, $INTC to $ARM went up…
I think I’ll stop sharing mine just to let others feel better?↗
Apr 24
InvestmentGuru — $AMD and $MRVL continue to show exceptional strength in this market, leading the semiconductor space while broader indices remain choppy and sideways.
In an environment where many…↗
Serenity — @centraly22 I wouldn’t have high conviction long on a $850m MC photonics company if they weren’t likely volume ramping to $AAPL, $MRVL, $JBL, Ayar, and others in a years time.↗
Apr 23
KaizenInvestor — An often overlooked company who will benefit from a possible $GOOGL and $MRVL collaboration is Accelsius.
The Marvell MPU and Google's TPU v8 generate unprecedented thermal loads…↗
Apr 23
Serenity — All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRV…↗
Apr 23
Serenity — @Winterrose Hmmm. Probably $SIVE or $LPK for CPO/Glass Substrates since those are emerging technological shifts in 2027.
I really don't think markets understand yet what's up and…↗
Apr 22
Serenity — Oh wow, I missed this.
That's probably why $POET is up 20.2% pre-market confirming "far in excess" of purchase orders on top of $MRVL supplier relationships.
That translates mat…↗
Apr 22
Serenity — Bro everyone was doubting me on names like $IQE.
Yet how come… all these institutions from UBS or Point72 buy in after my thesis posts?
Not sure if Swedish media bearposting $SIV…↗
Apr 22
Serenity — @scrotum_pensif I still think $SIVE should be valued $2B today and can hit $10B+ next year depending on volume ramp from Ayar, $MRVL, $JBL and others in 2028
They have all the sta…↗
Apr 22
Serenity — Europe seems to be having a fun time from AI.
$LPK +20.69% - (glass core substrates) +20.69%
$IQE - 12.22% - (InP epiwafers)
$SOI +11.02% - (silicon photonics substrates)
$ALRIB…↗
Apr 22
Serenity — Woah... $POET is up 20.5% premarket today after a 19.32% gain.
Mainly after the CFO's interview confirming they're the direct supplier to $MRVL.
I wonder if markets know who the…↗
Apr 22
InvestmentGuru — The optical communications sector continues to show strong structural momentum this year, with clear rotation into OCS, CPO, silicon photonics, and fiber-related names as AI infras…↗
Damnang2 — Paid subscribers have probably already seen this discussion in the article I published in early April.
I am not a prophet, so I cannot know the exact answer. What I try to do is l…↗
Apr 21
Serenity — I'm genuinely laughing. This is gotta be the funniest headline I've seen to date since $RPI.
You have non-technical journalists in Sweden, with no understanding of semiconductor…↗
Apr 21
Serenity — @WasiUll59931803 They're actually doing good work for US institutions encouraging local investors to sell.
It was a majority retail-locally owned stock. It will just transfer con…↗
Apr 21
InvestmentGuru — 5 AI Stocks. 1 Clear Winner for the Long Term.
$CRDO | $MRVL | $MU | $GFS | $GOOG
Here’s how they stack up 👇
$CRDO — Credo Technology
The most asymmetric bet in AI infrastructur…↗
Serenity — @beard219 It's legit coincidence that it's catalyst ( $JBL ) after catalyst (Nasdaq listing) after catalyst ( $GOOGL + $MRVL ), after catalyst ( $GFS ), after catalyst ( $GFS + $A…↗
Apr 20
Serenity — Wow this was like a life-changing rally for many in semis from $INTC to $MRVL if you held through Iran volatility.
Not often do large caps $100B+ move 50-70% in 1 month time.
Did…↗
Apr 20
Serenity — Surprised $SIVE isn’t up higher from the $GOOGL ASIC news with Marvell.
Even $MRVL is up 6.24%+ overnight.
Markets still probably don’t know where the upstream laser source come…↗
Apr 20
InvestmentGuru — AI Chip Race Heating Up
$GOOG in talks with $MRVL to build custom AI inference chips.
$MRVL +9% overnight, bucking market weakness.
AI leaders are moving beyond software — owni…↗
Apr 20
InvestmentGuru — $MRVL — They Just Bet $5.5B That Optical Interconnects Are Inevitable
Marvell completed its acquisition of Celestial AI in February 2026, bringing Photonic Fabric optical interconn…↗
Apr 19
Serenity — Frontrunning 1.6T/CPO within the broader photonics supercycle is the most compelling investment to me.
I have high conviction in that statement.
Which is why I'm long the entire…↗
Apr 19
Serenity — @Berlinergy What pullback it’s $700M going into $JBL, $MRVl, Ayar, O-Net and other supply chains?
People also forget $SIVE was a CHIPS act recipient with likely more follow-ups.…↗
Apr 19
Serenity — Wow, majority of these 30 stocks I’ve liked are up a lot in just two weeks (just a recap to new folks)
By the way, my long term opinion doesn’t change on any of them from $MRVL, $…↗
Apr 19
Serenity — @StocksAREnuts I liked $MRVL back at $80 and even here, mainly because of $MSFT Maia.
But having $GOOGL as a likely customer for revenue visibility past 2028 helps a lot too. They…↗
Apr 19
Serenity — $MRVL in talks to develop $GOOGL TPU for two different chip models.
High possibility $SIVE likely became the light source for Google's supply chains if talks go well.
Especially…↗
Apr 19
The Future Investors — $GOOGL $MRVL Google in talks with Marvell Technology to build new AI chips 🤖
Two chips in development:
• Memory chip to support TPUs
• New TPU optimized for AI workloads
Source:…↗
mon — $CIFR has made it into the IBD 50 List.
Other notable stocks:
2. $APLD
3. $MU
15. $RKLB
23. $MRVL
27. $DAVE
28. $ALAB
35. $LUMN
38. $TSM
43. $HUT
47. $ASML
The IBD 50 is a weekly…↗
Apr 19
Serenity — @tengyanAI CPO expectations have been bumped up months with $NVDA accelerating everything in the ecosystem as seen with $ASX. So I expect Celestial to be delivering volume much ear…↗
Apr 18
Serenity — @JCassidyHogan Of course? When do you ever see the $MRVL and $JBL laser supplier at $700m MC?
All the other laser companies like $MTSI and $LITE are in the tens of billions right…↗
Apr 16
Serenity — Sorry but I’m convinced $LWLG is the current $RGTI of photonics.
I have zero clue… How they’re valued at $1.8B.
Foxconn’s optical arm Shunsin, for $NVDA CPO packaging, assembly,…↗
Apr 16
Serenity — @jonnylee47 High conviction on $SIVE, especially at current levels.
You don't see the laser supplier of $JBL or $MRVL sitting at $700m every day. Also it helps there's NASDAQ lis…↗
Apr 16
Serenity — @KentTian Fittech is in $TSM Coupe ecosystem, Shunsin is Foxconn optical packaging.
Win/Sivers is $JBL, $MRVL, and Ayar (maybe AlChip and others).
They all end up to hyperscalers…↗
Apr 15
Serenity — @r_wilks1 I just have such high conviction on $SIVE, holy ****. You have the laser supplier for $JBL, $MRVL: at $600m.
They're getting listed on NASDAQ where all the institutional…↗
Apr 15
Serenity — $SIVE executing US NASDAQ listing from Reuters.
Welcome to America Sivers.
I said Sivers looks like it should be valued at $2B+ soon based on today's fundamentals.
And US insti…↗
Apr 15
Serenity — @filiusveritatis No, they didn't have the same fundamentals. This is what majority of retail investors don't understand and it's so frustrating.
$SIVE literally landed $JBL as a…↗
Apr 15
Serenity — No. This type of BS mindset needs to stop.
What I do is point them out to retail first before the 100-500%+ returns.
US institutions like Point72 or Apollo would have bought th…↗
Apr 15
InvestmentGuru — The AI supply chain is still the hottest sector in the market
From optics to semis to testing — capital is flowing across the entire stack-
$AAOI $AXTI $OPTX $SNDK
$LWLG $AE…↗
Apr 15
Serenity — I really meant it when I thought $SIVE could be valued at $2B today.
When do you ever find a critical laser supplier to $MRVL, $JBL, and Hyperscaler supply chains...
At $620m MC…↗
Apr 14
KawzInvests 🦑 — The rotation into CPO names is inevitable. From what I am reading, it may be coming faster than most expect.
Soitec $SLOIF up 10% today. It is the only company on earth supplying…↗
Apr 14
KaizenInvestor — $MRVL is your safest way into photonics.
They are in talks with $GOOGL on TPU-development and early-stage work on a dedicated LLM inference chip.
Winning a contract to help desi…↗
Apr 14
Zephyr — "We observed that the OCS ratio in Scale Up scenarios is still rising rapidly, and we also found that $MRVL is involved not only in TPU but also in LPU."↗
Apr 13
Serenity — I actually thought $SIVE should be trading at $2B+ MC today (from ~$520m) if they were listed as a US company.
Not later this year.
Since I’m not sure how:
- $LWLG trades at 3.…↗
Apr 13
KawzInvests 🦑 — $NOK Optical Networks grew 17% in Q4 2025 with €2.4B in hyperscaler orders for the full year.
That growth is being powered by the same force driving every name in this space. Five…↗
Apr 13
Serenity — Pretty confident about $SIVE regarding institutions coming in next.
Laser supplier for $MRVL, $JBL, and a few others.
Valuation disconnect makes no sense when they’re designed in…↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 11
Serenity — Didn’t I tell you all it’s possible retail can frontrun institutions anon??
-> Point72 is aggressively buying up $IQE 2 months later at ATHs...
After my latent InP reactor capac…↗
Apr 11
Serenity — am i that powerful?
pretty sure it's just information synthesis + discovery. If I posted about a napkin company trading at 8 p/e, nobody would care.
When $SIVE is the light sourc…↗
Apr 11
Serenity — $NVDA is driving CPO, extremely, extremely hard.
As seen with investments in $MRVL, $LITE, and $COHR.
But, what's interesting is: CPO timelines are also happening way earlier th…↗
Apr 11
InvestmentGuru — PHOTONICS — THE MOMENTUM TRADE SMART MONEY IS ROTATING INTO
Institutional capital is quietly flowing into optical networking.
This isn’t hype — it’s AI infrastructure.
Why photon…↗
Apr 10
Serenity — So private placement is ~9.4% dilution via 40M new shares via Win Semi (3105).
Any other stock I'd be cautious... but last time Win did this, $AVGO took a stake in Win Semi.
And…↗
Apr 10
Jason Luongo — Nvidia invested $6B into photonics in March alone.
The AI bottleneck isn't chips. It's moving data
between them.
10 photonics stocks I'm watching:
$AAOI - Applied Optoelectronic…↗
Apr 10
Serenity — @yy1625066197303 Lasers go brrr basically, love $SIVE is getting more attention, feels extremely underrated as the $MRVL, $JBL laser supplier↗
Apr 10
Serenity — There's many nuanced architectural changes for "supercycles" in photonics.
If you feel like you missed $LITE from last year, just frontrun the next cycle with CPO / lasers.
$SIV…↗
Apr 10
Serenity — @yy1625066197303 $SIVE / Win benefits from CW lasers from the next architectural supercycle in 2027. I'm just frontrunning that now H1 like $LITE last year.
You already kinda know…↗
Apr 10
InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX $AEHR $LASR $OPTX↗
Apr 9
Serenity — @Jornka329996 I still think it's $SIVE. A company that's the light source for $MRVL and $JBL should be valued more than $350m imo.
They just need to get listed on Nasdaq.↗
Apr 9
Serenity — Just in case you’re wondering why $AMZN rallied today:
New news that Anthropic Mythos and their latest models were likely trained on Amazon Trainium.
This is big for Amazon’s eco…↗
Apr 9
KaizenInvestor — My $MRVL position is already up 35%.
I think they are one of the safest plays into photonics. Financially very healthy and they are using their cash do to some great acquisition.…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 9
Serenity — @NabQ321 Good question! $AAOI, $AEHR are two extremely high beta, fast growth stocks.
Maybe some larger companies like $COHR, $TSEM, $SMTC, $MRVL, $INTC or $FN on the next drop?…↗
Apr 9
InvestmentGuru — My favourite Top 5 Plays
$AAOI
- Massive growth + strong contract wins
- new ATH today
$MRVL
- NVDA-linked photonics backbone play
- Celestial AI deal = long-term dominance
$RK…↗
KaizenInvestor — @aleabitoreddit I bought $MRVL as a safe stock for the long-term couple of weeks ago. Great management with still a lot of potential. Easy to hold them a couple of years.↗
Apr 8
Serenity — I feel like $COHR and $MRVL are the two "They Do Everything" longs.
That nobody actually knows what they do if you ask them in public.
$NVDA? GPUs.
$INTC? Foundry.
Marvell? No…↗
Apr 8
Serenity — @HeinzelAI Yeah entry point is important but long term it doesn’t matter imo.
I personally think $SIVE can 1000%+ in the next year… not sure how the laser supplier to $MRVL and $J…↗
Apr 8
InvestmentGuru — Photonics and Space are two of the strongest sectors to keep on watch right now:
Photonics —
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Space —
$RKLB $ASTS $SATL…↗
Apr 8
Serenity — When you go through the list of the leading CW laser companies from $COHR to $AAOI.
It’s very impressive $SIVE stands out at $300m still… compared to the every other player in the…↗
Apr 8
Serenity — @TD_btc24 Most recent 5 thesis posts I've shared:
1. $HPS.A ($1.77B) - Transformer/Switchgear DC bottleneck
2. $ARM ($152B)- AI CPU ramp
3. Win Semi ($5.7B) - Foundry for CW laser…↗
Apr 8
InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Strong demand + AI/data center tailwinds = cont…↗
Apr 7
Serenity — @curiosito26 It's nuanced. $POET has low downside risk because everyone already got diluted.
So their cash balance sheet is extremely high ~$400m vs. MC, which cushions downside…↗
Serenity — @ir53894 Not really late too the party, it’s extremely early and at the beginning of the next inflection point.
I personally like $SIVE, $AEHR if I had to pick two more smaller pu…↗
Apr 6
Serenity — @Grooovy718 I genuinely like $MRVL but the only thing keeping me away from larger concentration is Jim Cramer…↗
Apr 5
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗
Apr 5
KaizenInvestor — Kaizen Portfolio update of March. My portfolio was up 6.9% this month.
My top 4 positions outperformed the rest of my porftolio.
$PL reported great Q4 results and are up 45% th…↗
Apr 5
Serenity — @AtlasShrug1 It's not greed, it's fundamentals. $AEHR went up in price is because they landed the leader in optical transcivers.
This could be $AVGO, $LITE, $COHR, $MRVL, $CSCO or…↗
Apr 5
Damnang2 — 다른 분은 몰라도 $MRVL 투자자는 이 아티클을 꼭 읽어보면 좋겠습니다.↗
Apr 5
Damnang2 — At the very least, I think every $MRVL investor should read this article.↗
Apr 4
Serenity — The most viral story on $RDDT right now:
-> Guy started with $300,000
-> Gets lucky with individual names at April 2025 bottom
-> Runs it up to $3,000,000 and claims they had fi…↗
Apr 3
TheValueist — $MRVL $NVDA $AMZN Public evidence supports the conclusion that Marvell is very likely part of the Trainium4 supply chain, but not in the simple sense of being definitively confirme…↗
Apr 3
TheValueist — This is a very smart analysis and I could definitely see $AMZN influence being a rational for $MRVL parting with $NVDA .↗
Apr 2
Serenity — @FranGGlez Oh one from each category:
1. $MRVL
2. $SIVE
3. Win
4. $SOI
5. $LITE↗
Apr 2
Serenity — @FranGGlez 100% lasers. I personally wouldn't go downstream into assembly and others.
But with the laser chokepoint it's really hard to pick a winner between stuff like Luxnet, F…↗
Apr 2
Serenity — Lightcounting: "This is not a typo"
Optical interconnects has a reasonable chance to reach $100B+ by 2030 from ~$19B (2025).
If you're looking for my favorite names:
Compounders…↗
Apr 1
Black Panther Capital — Jensen Huang just told you where the bottleneck is.
Not in one investment. In a pattern.
In March alone, $NVDA committed $2 billion each to $LITE and $COHR, both photonics compan…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Apr 1
KawzInvests 🦑 — @aleabitoreddit The part most people miss is $AEHR and $VIAV are the only two names here that do not require you to pick a winner. $AEHR burns every photonic wafer before it ships…↗
Apr 1
Serenity — $AEHR looks extremely promising at ~$1.1B MC.
Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI.
If we look at the timeline and speculated customer…↗
Apr 1
Michael Sikand 🦑 — When I asked Jensen why he invested $4B in $LITE and $COHR...
His answer revealed the exact playbook behind yesterday's $2B $MRVL investment.
When upstream photonics capacity "is…↗
Apr 1
Serenity — @Akskn7 I don’t think 99% of people even know what Celestial is let alone their component suppliers.
They might know $MRVL because of Jim Cramer though but even that is considered…↗
Apr 1
Serenity — Something that markets are finally starting to realize:
Downstream: $NVDA invested $2B into $MRVL Celestial CPO program:
$POET (Celestial’s Interposers): To ship 30,000 optical e…↗
Apr 1
Serenity — @B38B37 @PhotonCap $NVDA handing $2B to $MRVL does make me a bit more bullish on the celestial ecosystem like $POET and $SIVE.↗
Jason's Chips — Closed my short yesterday talk about luck $MRVL↗
Mar 31
Serenity — @marioyep5 Yes, $POET is beneficiary but $SIVE is incredibly important to $NVDA and $MRVL Celestial now as the light source. https://t.co/mn3oESTKlw↗
Mar 31
Serenity — @yuntungshieh I think Nvidia would rather have $SIVE stay independent.
So we might see some share acquisition from $MRVL, AlChip… or maybe an acquisition by $AVGO to chokepoint th…↗
Mar 31
Serenity — It would be a shame if $AVGO bought $SIVE for $300m…
Then controlled the near term roadmap for $NVDA and $MRVL from the upstream light source level.
I’m sure Broadcom isn’t think…↗
Mar 31
TheValueist — Wow! Is this so $NVDA ties up $MRVL and prevents them from working with $AMD on future products? Incrementally bullish for optical networking overall. https://t.co/ZGghWSu5HA↗
Mar 31
The Future Investors — $MRVL $NVDA NVIDIA invests $2B in Marvell Technology, alongside a strategic partnership to expand its AI ecosystem via NVLink Fusion 💰 🤖 https://t.co/GWwE1DQa34↗
Mar 31
Serenity — Just in: $NVDA invests $2B in $MRVL.
This deal is largely for “joint silicon photonics work” and validates Marvell and Celestial AI's optical fabric CPO roadmap.
But… guess who p…↗
Mar 31
KaizenInvestor — $MRVL up almost 11% in pre-earnings after they announced a strategic partnership with $NVDA. This includes a direct $2 billion investment from the chip giant.
Quick breakdown
AI…↗
Mar 31
Serenity — Just look at $MRVL Celestial ( $SIVE is the light source at ~$290m ) as an example.
Marvell bought it for $5.5B. ($3.25B + 2.25B milestones).
2026/2027 expectations: 0 revenue, -…↗
Mar 31
Serenity — Pls stop tagging me in stuff where random retail investors or journalists tries doing an analysis on $AXTI or $SIVE.
For $AXTI:
Majority of folks have 0 clue what they’re talking…↗
Mar 31
Serenity — @WoosySol Why do people keep asking me this for every single ticker.
If CPO inflection is coming in late 2026, I'm holding $SIVE, since I'm frontrunning the next photonics shift.…↗
Mar 31
Serenity — CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…↗
Mar 30
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 30
Serenity — @StocksAREnuts $MRVL is a really good long term long.
I’m just sharing thought about how a competitor could potentially chokepoint their growth verticals for a rounding error of…↗
Mar 30
Serenity — @Matrix_B0SS I actually hope $SIVE remains independent.
Just posting some shower thoughts about how another hyperscaler or competitor could control $MRVL near term photonics progr…↗
Mar 30
Serenity — It’s funny a shower thought…
Probably put $SIVE on the radar for $QCOM, $MRVL, $AVGO, AlChip, Mediatek, $AMZN, $META, $MSFT venture arms now?
Since everyone publicly knows now Br…↗
Mar 30
Serenity — @Jornka329996 I’m just sharing my shower thoughts, don’t know how anyone or markets react.
Maybe $MRVL ventures prefers their CPO supply chain chokepoint to be bought out and con…↗
Mar 30
Serenity — @PerDahlstrm $MRVL can just buy 10-20% of $SIVE for $30m and secure their billion dollar CPO program↗
Mar 30
Serenity — The reason I personally see less downside risk with $SIVE:
A competitor to $MRVL like $AVGO can just buy Sivers outright and their near-medium term photonics roadmap…
At ~$290m……↗
Mar 30
Serenity — There’s clearly some market outperformers despite index’s and mega caps from $META / $MSFT crashing.
This probably signals institutions rotation or an extremely strong up and comi…↗
Mar 30
Serenity — I think I nailed the institutional bottleneck rotation.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with…↗
Serenity — @martijnde_boer It goes $SIVE -> Win -> $POET -> Celestial -> $MRVL basically.
You just buy out the upstream light source and Marvell’s supply chain gets controlled for dirt cheap…↗
Mar 29
Serenity — @StocksAREnuts Would be even funnier if a competitor controlled or delayed $MRVL CPO near term roadmap for $280m.↗
Mar 29
Serenity — @InFoTheLongTerm $SIVE is too upstream as a laser component vendor to be caught up in antitrust so @Broadcom can pull it off.
But the funny thing is it’s a chokepoint and you’d ef…↗
Mar 29
Serenity — Just a shower thought:
Would be smart for a competitor like $AVGO to buy $MRVL upstream light source for $280M with $SIVE.
Then you control their short-mid term photonics roadm…↗
Mar 29
Serenity — @Xecvvv Bc I expect some companies, especially individual photonics names strongly outperform.
Sivers also hold the critical laser tech that $MRVL and others would want to buy fo…↗
Mar 28
Serenity — Faster compounds:
$AAOI - 10x revenue ramp from optical transcivers h2 2027
$NBIS - 10x revenue ramp Q4 2026
$ARM - 5x revenue growth from their new AI CPU
$MRVL - 2-3x revenue gr…↗
Mar 28
Serenity — @gude57856 I would personally not just invest in one sector for diversification sake.
I talk about photonics like $AAOI recently because I see it as highest short-term upside.…↗
Mar 28
Serenity — My portfolio has drawdowns from Macro as well.
YTD is now 527%.
After the index crashed -7%.
- $AAOI “crashed” from $30 -> $100 -> $96…
- $LITE “crashed” from $330-> $800 -> $7…↗
Mar 27
Serenity — I just bought ~.5%-1% of $SIVE as a company.
I said their future CW laser chokepoint is grossly mispriced.
And I put my money where my mouth is.
Especially when they're the co…↗
Mar 27
Serenity — This is why you need to have conviction before entering a trade.
If you knew $SIVE positioning in the CW laser space to Jabil, $MRVL Celestial, and others for CPO.
$250M MC as t…↗
Mar 27
Serenity — @Johnyom8 $290m MC for a company designed into $MRVL, $JBL and hyperscaler flows.
I don't think I'm wrong seeing how CPO scale up evolves. Just a waiting game for volume ramp.↗
Mar 27
Serenity — @yuntungshieh Back when $AMD was $3 a share:
The industry consensus was $INTC was keeping them around just for "monopoly" purposes and they wouldn't be disrupted. $AMD went up 66…↗
Mar 27
Serenity — You cant spell Winner without Win.
Because of that: I’m bullish on $SIVE supply chain.
$SIVE -> WIN (TPE:3105) -> Ayar SuperNova -> $JBL -> Hyperscalers, as one flow.
If you c…↗
Mar 26
Serenity — $SIVE at ~$400m MC is a name I genuinely believe...
Institutions missed as the upstream laser chokepoint for hyperscalers.
When you look at $TSEM following my thesis, the stock w…↗
Mar 26
Serenity — @JapanDeepValue1 So there's deep investors (like you), then there's traders (like myself).
What investors miss is what causes a stock like $SIVE to go up.
For me, I timed it aro…↗
Mar 25
KawzInvests 🦑 — Everyone talks about AI networking, but most investors completely misunderstand the two distinct battlegrounds: Scale-Out vs. Scale-Up.
Scale-Out: Connecting racks to other racks…↗
Mar 24
Serenity — If you didn't know by now $SIVE is important to US national security via CHIPS act.
But especially, as the light source for hyperscaler AI supply chains.
They got two CHIPS acts…↗
Mar 24
Serenity — @yuntungshieh It's impossible to model forward revenue for new bottlenecks/chokepoints like $AXTI or $SIVE.
It's valuation comparison to leaders, their customers, then just makin…↗
Mar 23
Serenity — $SIVE is starting to play out like my $AXTI thesis round 10?
Up triple digits now.
Really not sure how markets missed this one tbh?
-> Laser supplier to Jabil… for 1.6T pluggab…↗
Mar 23
Serenity — If you don't remember:
$AEVA was my long for 4D Physical AI + World Models.
-> LG $50m in $AEVA to co-develop FMCW 4D LiDAR, explicitly citing Humanoids
-> LG (Boston Dynamics vi…↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 22
Serenity — @Cheva28789724 Yes in my original post, I published financials. The restructuring February, made $SIVE much more highly compelling.
So, I see $SIVE being more low risk, high rewa…↗
Mar 20
KawzInvests 🦑 — Everyone is arguing over who wins the CPO arms race. $AVGO with Davisson. $NVDA with Spectrum-X. $MRVL with their own play. Meanwhile nobody is talking about the company that suppl…↗
Mar 18
Jason Luongo — If you follow the smart money, you'll know exactly what sectors to invest in:
AI Compute: $NVDA
AI Memory: $MU
Data Centers: $IREN
Cloud Infrastructure: $NBIS
Networking: $MRVL
Op…↗
Mar 16
The Future Investors — The Future Investors presents the 25 Quality Stocks ranked by the lowest PEG ratio (all below 1) 💎
Which stocks are on your radar? 🚀👀
1. $MU | Micron - 0.18
2. $CRDO | Credo T…↗
Mar 16
KawzInvests 🦑 — GTC is live and the photonics basket is responding.
$TSEM leading the board at +11%.
$CIEN +5.1%.
$LITE +4.6%.
$MRVL +4.5%.
$COHR +3%.
The names catching the largest bids are…↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 11
KaizenInvestor — @daniel_koss Thanks Daniel, I’ve done a lot of research on photonics in the last 2 to 3 weeks as I really wanted some exposure. I’m certainly not an expert on it, like our Korean f…↗
Mar 11
KaizenInvestor — I made 4 buys this week. Here is a small summary of my new positions. You can find extensive business cases on the companies on my profile.
$OUST: I purchased Ouster, inc at $20,…↗
Mar 11
KaizenInvestor — I decided to take a position in $MRVL last Monday. I started the position at $88.66.
Here is my investment thesis
With AI models now having trillions of parameters, the limiting…↗
KaizenInvestor — The copper cliff is exactly why $MRVL just dropped $3.8B on Celestial AI and XConn.
While $AVGO clings to copper and $NVDA locks buyers into their proprietary optical ecosystem,…↗
Mar 6
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$MRVL
$OUST
$COHR
$AEHR
$BWXT
$NEE
Here is my method 👇↗
Mar 6
KawzInvests 🦑 — $AAOI up 8% today.
Continuing to build photonics exposure into Nvidia GTC.
Ask the average person on the street what photonics is and they will look at you like you are crazy.
T…↗
Mar 6
KaizenInvestor — @CarsonTalkMoney $MRVL, $LITE , and $COHR as well. Some heavy competition.↗
Mar 6
KaizenInvestor — $MRVL now +17.6% as they closed nearly $3.8 billion in strategic acquisitions that fundamentally rewrite the rules of AI infrastructure.
Marvell has officially absorbed Celestial…↗
Mar 6
KaizenInvestor — $MRVL surges 9.5% in pre-market after delivering stellar Q4 earnings yesterday. The company posted a phenomenal double beat.
Here are the main reasons why I'm considering a starti…↗
Mar 6
TheValueist — The $MRVL CEO got really fired up about the fake news at the end of today’s call. He was very animated about it.↗
Mar 6
TheValueist — $MRVL EXECUTIVE OVERVIEW
The reported quarter was strong, but the real event was the magnitude of the forward reset. Q4 FY26 revenue was $2.219 billion, up 22% y/y and 7% q/q, wit…↗
Mar 5
TheValueist — $MRVL (Bloomberg) -- Marvell Technology reported adjusted earnings per share for the fourth quarter that beat the average analyst estimate.
FOURTH QUARTER RESULTS
•Adjusted EPS 80c…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 1
KaizenInvestor — Some interesting earnings next week, I’ll be looking at following earnings.
Monday: $BRK.B, $QURE, $RIOT, $BBAI, $MDB, $PLUG, $QUBT, $ASTS, $ACHR
Tuesday: $SE, $ASM.AS, $CRWD, $…↗
— The Future Investors presents the 20 Elite Growth stocks with the strongest revenue & EPS growth estimates (24%+ CAGR) over the next 3Y 🌟🚀
1. $NVDA | Nvidia - $4,644B
2. $TSM |…