Wayne Liang — The future is on sale right now.
AI Semis:
$MRVL -43%
$MU -31%
$NVDA -14%
$SNDK -40%
Neocloud:
$CIFR -44%
$CRWV -47%
$IREN -53%
$NBIS -40%
Space:
$ASTS -57%
$FLY -70%
$RKLB -…↗
Jul 17
Jason Luongo — You could buy 100 shares of $MRVL right now for $18,909.
Or you could sell the $160 cash-secured put expiring August 21 and get paid ~$883 to wait.
Strike: $160
Expiration: Augus…↗
Jul 17
InvestmentGuru — Long-term buying opportunities across the current setup-
$RKLB is becoming the second full-stack launch and space systems player behind SpaceX, with Neutron set to open up the m…↗
Frenchie — @MYptf1ot I already reduced high beta exposure After a violent move from my best runners $AXTI $IQE and some $VPG
I’m now focused on monitoring exposition, its going to be a hard…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 16
Midas — HOLY SHIT
$MRVL is down over 35% from ATH after Nvidia CEO, Jensen Huang said "Marvell was the next trillion dollar company."
Has the AI bubble finally popped?↗
Jul 16
Wayne Liang — I'm a fan of $NBIS / $INTC, but they're not macro-proof.
There's decentralized selling happening at the moment, but nothing has fundamentally changed.
A few examples:
$CLSK sign…↗
Jul 16
Shay Boloor — $MRVL is expected to nearly triple its revenue over the next three years,
Its one of the few names spanning both sides of the AI stack with custom silicon on the compute side and…↗
Jul 16
KaizenInvestor — @OmerYucaa Most stocks reached ath not even 2 months ago, what is short-term for you as for me it is yes. I bought most of my stocks more than a year ago. $PL at 4, $RKLB at 27, $P…↗
Jul 16
Serenity — @blkslymn I’m not sure if you’re aware but the entire AI sector is dropping indiscriminately right now.
A $1T company like Samsung is down -26% this month. $MRVL is down -31%.
So…↗
Jul 16
InvestmentGuru — Long term nothing changed.
$MU
$RKLB
$AMD
$ASTS
$OKLO
$CRDO
$MRVL
$NBIS
$AAOI
$OUST↗
Jul 16
KaizenInvestor — @AaronComics Least? Probably $HIMS, $GOOGL and $MRVL↗
Jul 16
BULL OF BRITAIN — $SPY is holding between 750-760 yet your stocks are going down heavily.
No new money is coming into the market.
But companies like $AAOI, $SMTC, $CRDO , $MRVL are hitting ATH tu…↗
Jul 15
KaizenInvestor — @TomSzczypka At those prices? Top 5: $PL, $OUST, $MRVL, $FLNC and $HIMS.↗
Dillon Valdez — It suggests that the market is “beginning” to sniff out maybe a reduction in the pace of AI spend & an “optimization”, or a sensing that profits will be prioritized over CapEx…↗
Jul 14
Michael | Hypermarkets — According to $IBM, $MU should spike to $2000+
These are $IBM CEO exact words:
"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, sto…↗
Jul 14
Alex A.C. — $MRVL 💘 $TSEM
There you are a winner couple in AI Photonics 🙌↗
Jul 14
InvestmentGuru — $IBM
IBM shares dropped ~20% after its preliminary Q2 results missed expectations, raising concerns about enterprise IT spending.
But the bigger picture may be more nuanced.
Rev…↗
Jul 14
Jason Luongo — 3. $MRVL - Marvell Technology
NVIDIA invested $2B directly. Jensen called Marvell "the next trillion-dollar company." Custom AI silicon for Alphabet, Amazon, and Microsoft through…↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Jason Luongo — If you're looking for a stock to buy and hold for the next 3-5 years, $MRVL should be near the top of your list.
Marvell is building the custom AI chips for the biggest companies…↗
Jul 13
Carolyn Boroden — $MRVL did give a $28.76 bounce.....but then failed....so that last set up is a bust now. https://t.co/5EaOwHfyE7↗
Jul 13
Jason Luongo — 2. $MRVL - Marvell Technology
$8.2B in fiscal 2026 revenue, up 40% year over year. Custom ASIC programs ramping for major hyperscalers. Expanded partnership with NVIDIA. Targeting…↗
Jul 13
InvestmentGuru — $MU $AMD $CRDO $MRVL $AAOI $AXTI $COHR $INTC $SNDK $NBIS
AI infrastructure stocks are under pressure in the premarket as the sector goes through a broad rotation and consolidatio…↗
Jul 13
InvestmentGuru — Earnings Week Ahead (Jul 13-17)
Big week for reads across the market — banks, semis, healthcare, and industrials all report.
Banks/Financials (Tue-Wed): $JPM $GS $BAC $C $WFC $MS…↗
Alex A.C. — "The company [ $MRVL ] leans more heavily toward connectivity than compute [...] A customer may come to Marvell for help with a custom XPU. What Marvell can put on the table is its…↗
Jul 11
Alex A.C. — $MRVL 🤝 $TSEM for AI Photonics
https://t.co/3QvIxE5ZCb↗
Jul 11
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +707%
2. $PENG +301%
3. $AEHR +260%
4. $AXTI +250%
5. $DELL +245%
6. $AAOI +244%
7. $MU +243%
8. $WDC +238%
9. $INTC +198%
10. $ARM…↗
Jul 10
Alex A.C. — $MRVL 💘 Advanced packaging (key for CPO)↗
Jul 10
Lando — They’ll say it was “obvious” in the end. Everyone says that after the move already happens
They said it with $MU, $SNDK, $NBIS, $MRVL, $AMD, etc
I know people are extremely conce…↗
Jul 10
CK Capital — $MRVL is nearing the same price it was when Jensen Huang called it a Trillion Dollar Company.
That implies a near 5x at current prices.
Are you gonna fade the man behind Ai? http…↗
Jul 10
Tech Fund — UBS - $MRVL has the leading market share in CXL products
Following our latest CPU work, we believe the CXL opportunity is inflecting with players like MRVL and ALAB positioned to…↗
Jul 10
Trade Whisperer — $MRVL PINK candle: -25% drawdown. Now look at that clean bounce off the 13 EMA. Jensen momentum coming back to life.
300+ charts daily. Try it free:
https://t.co/ZQDP5HCFyq https:…↗
KawzInvests 🦑 — $AEHR just landed a FOLLOW ON production order from its lead silicon photonics customer.
"The order includes Aehr’s turnkey FOX-XP multi-wafer WLBI system configured to test up to…↗
Jul 9
InvestmentGuru — Can Anthropic Single-Handedly Save the Entire AI Industry Chain?
SemiAnalysis just dropped numbers that should reframe how you’re thinking about the AI trade.
Anthropic is tracki…↗
Jul 9
InvestmentGuru — buying opportunity in market
Photonics $AAOI $AXTI $COHR $GLW $NOK
Space $RKLB $ASTS $SPCX $RDW $SATL
NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR
Energy $OKLO $SMR $EOSE…↗
Jul 9
Midas — 4) $MRVL
Custom AI networking chips powering cloud and hyperscale infrastructure.
Your GPU talks to memory. Memory talks to storage. Everything talks to everything else.
MRVL o…↗
Jul 8
InvestmentGuru — Rotation back to AI infrastructure play
$MU
$SNDK
$NBIS
$CRDO
$MRVL
$AVGO
$MRVL
$CRWV↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 7
Carolyn Boroden — $MRVL big ass cluster :)....I'm posting the video shortly....there are NO triggers yet...just stalking...if we break the zone the setup is a bust!! https://t.co/VSzr8XTZug↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers:
$MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026
$SN…↗
Jul 7
KaizenInvestor — Been a bit offline lately as we moved over the weekend and been very busy on the job.
I'm very calm in this market, $WOLF just reached my buying target so I added a bit more at $…↗
Serenity — Just putting it out there:
If everything crashes together from $NBIS, $MRVL, $INTC, $SNDK, $AMD, $SIVE, $MU, $LITE, and others...
Which are all down -4% to -10%+ today so far.…↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 7
InvestmentGuru — THE FREE COMPUTE LAND GRAB
The AI war is no longer just about building the best models.
It’s about owning the customer.
Hyperscalers ($GOOG $MSFT $AMZN $META) are giving away or…↗
Jul 6
Michael Sikand 🦑 — $20M trade update.
I just updated my "Photonics Is Next" AI infra portfolio on @joinautopilot followed by 3300+ U.S. retail investors and $21.9M in connected assets as of 7/6.
Th…↗
Jul 6
InvestmentGuru — AI infrastructure stocks are bouncing and holding so far
$MU
$AMD
$INTC
$CRDO
$MRVL
$AAOI
$AVGO↗
Jul 6
Frenchie — @leovda71 Oui, j'avais rebalance AMD sur $MRVL et $CIEN
j'avais vendu un tier de ma position à 515$↗
Jul 6
Frenchie — Voici 5 boites qui me paraissent prometteuse à horizon 2030 :
$STMPA / $STM — MCAP ~$66.6B / ~€58.3B
Le semi européen le plus stratégique selon moi après $ASML
La boite est sur…↗
Jul 6
InvestmentGuru — Stocks on My Radar This Week
$SPCX for continued post-IPO accumulation
$TSLA as volatility creates swing trading setups
$NVDA as the AI leader
$MU with the memory supercycle thesi…↗
Jul 6
Serenity — I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass produ…↗
Jul 6
InvestmentGuru — Semis & AI Infra Stocks Rally Overnight
Strong broad-based move across memory, optical, and semiconductor names in overnight trading.
Memory / Storage
$SNDK jumps ~10%
$MU +7%…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
CK Capital — The market is near all time highs.
But look at some of your favorite stocks.
$NVDA. ATH $236. Now $194. Down 18%.
$META. ATH $795. Now $584. Down 27%.
$TSLA. ATH $498. Now $39…↗
Jul 3
InvestmentGuru — AI Infrastructure Stack: 10 Names on My Radar for Long-Term Accumulation
$NBIS — Full-stack AI cloud infrastructure (GPU clusters, compute). Locked in a $27B Meta deal and $2B Nv…↗
Jul 2
Serenity — Does anyone else have this annoying seed planted in their mind too?
Whenever I see $MRVL drop, I get reminded of Jensen’s comment “The next $1T company”.↗
Jul 2
Serenity — Always a fun time seeing semi markets crash from Bloomberg report framing once again…
UBS analyst on $META report: “this is not new news”.
Regardless:
$AEHR down -18.3%
$AAOI do…↗
Jul 2
Shay Boloor — Semiconductors are extending their pullback for a second straight day:
• $AAOI -17%
• $SNDK -14%
• $KLAC -13%
• $AMKR -12%
• $MRVL -10%
• $COHR -10%
• $LITE -9%
• $CRDO -8%
• $AR…↗
Jul 2
Alex A.C. — As reminder..... now that's a famous topic, who highlighted the hugeness of VCSELs a month ago 😌
Don't be sleepy guys; famous names are either late bc they are only copying othe…↗
Jul 2
Michael | Hypermarkets — South Korea's stock market crashed -8.5% overnight.
SK Hynix and Samsung led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023.
$U…↗
Jul 2
InvestmentGuru — 10 Semiconductor & AI Infrastructure Stocks to Watch
$MU
$AMD
$INTC
$NBIS
$MRVL
$CRDO
$AVGO
$QCOM
$ARM
$AAOI
This group has seen increased selling pressure and profit-taking, bu…↗
Jul 2
Serenity — @DogUrineCapital This is pretty disgusting to see $MRVL down -11%, $AMAT down -11% to $NBIS down -18%
On the bright side a lot of the higher beta/smaller names like $AAOI frontran…↗
Jul 1
InvestmentGuru — Today’s selloff in AI infrastructure stocks looks more like a rotation in sentiment than the end of the AI story.
Reports that $META plans to lease excess cloud-computing capacit…↗
Jul 1
Frenchie — $NBIS semble sous-évalué
Pour revenir factuellement sur ce qui s'est passé et pourquoi le lézard Zuckerberg fait pump $META mécaniquement au détriment de $NBIS
1. Les 90 dernier…↗
Jul 1
Shay Boloor — Semiconductors pulling back today after reports that $META is developing “Meta Compute” to sell access to excess AI compute:
• $KLAC -11%
• $SNDK -11%
• $AMAT -10%
• $MU -10%
• $…↗
Jul 1
KaizenInvestor — Monthly portfolio update.
MTD performance: -3.7%
YTD performance: 94.1%
I did not make any trades this month but allocation wise a few things has changed due to the performance o…↗
Jul 1
NoLimit — This is absolutely insane.
$MRVL is up 71% in 6 weeks since we flagged the heavy Congressional buying.
We will keep tracking insiders. Turn on notifications so you do not miss th…↗
June 2026 · 313 mentions
Jun 29
InvestmentGuru — $518 BILLION Memory Arms Race Just Dropped
South Korea just announced the biggest semiconductor investment in history.
Samsung + SK Hynix → each building 2 new DRAM fabs
81T won…↗
Jun 29
InvestmentGuru — AI semis trading at a discount — the PEG ratio doesn’t lie
While everyone chases momentum, the growth-adjusted value is sitting right here:
$AMD ~0.8x
$CRDO ~0.7x
$NVDA ~0.7x
$M…↗
Jun 28
Frenchie — @PhotonCap Seems like one of the best long out here with $CIEN and $MRVL↗
Jun 28
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:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…
May 2026 · 135 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…↗
Tradable Astronaut — $MRVL now up over 60% since shared
Made a note in discord 2 days ago good spot to re add at 9 ma https://t.co/X2ez8e4s0Y↗
Apr 30
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↗
Shay Boloor — Jensen Huang says $NVDA invested $2B in $MRVL because the TAM for networking and custom silicon is entering an inference boom.
Nvidia is becoming the platform layer for a more dis…↗
Mar 31
Shay Boloor — It’s been a while since we’ve had a face-melting rally like today:
• $AEHR +22%
• $MRVL +13%
• $ASTS +12%
• $RKLB +12%
• $BE +11%
• $HIMS +11%
• $NBIS +11%
• $ONDS +11%
• $ARM +9%…↗
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↗
Serenity — @Stefan_Tee8 $MRVL is heavily dependent on $MSFT maia ramp and i'd probably use the latter as a large indicator.
But I see it being an amazing long for 2027, just need to time it…↗
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 27
Gaetano — 🚨How I construct my Photonics portfolio
$AAOI $LITE $COHR $CIEN $GLW etc.
For me, diversity is the game.
Different parts of the stack have different timelines and catalysts and…↗
Shay Boloor — THE AI STORAGE STACK
• $ORCL uses flash storage to speed up cloud databases
• $DELL sells all-flash storage systems to large enterprises
• $AMZN deploys SSDs at scale across AWS i…↗
Jan 25
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile,…↗
Jan 24
Gaetano — 🚨Copper crunch Is the viral narrative right now!
I'm really interested in the pivot from copper to optics
$POET $ALMU $LITE $COHR $AAOI
The market is obsessed with copper right…↗
Serenity — Happy New Year!
The strangest “seasonal anomaly" is the January Effect for mean reversion rallies.
Look for beaten down names like
$MSTR -53.9%, $HIMS -41.9%, or $SMCI -38.63%…↗
Dec 31
Serenity — @SaItinerant Yeah great note. That alone addresses the analyst claims $MRVL was only doing connectivity while losing the actual design to a competitor like Alchip too.
How institu…↗
Dec 31
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
InvestmentGuru — @imariholt Fair point — and I completely agree, the average investor shouldn’t be running 20-30 positions. This portfolio exists for a specific purpose: to track, analyse and shar…↗
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 27
KaizenInvestor — @OInvests I don’t need to add if they still go up. I entered $MRVL at $87 in March. So had a fantastic run already, don’t need to add if they stay at these prices.↗
Jun 27
CK Capital — Look at how many of the biggest names in the entire market are down crazy from their all time highs right now.
This is not just small caps bleeding. The mega caps are getting hit…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
Jun 27
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel.
So far, we’ve covered:
•…↗
Jun 27
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +781%
2. $AEHR +355%
3. $AXTI +329%
4. $MU +297%
5. $AAOI +289%
6. $INTC +248%
7. $WDC +240%
8. $PENG +218%
9. $TWST +215%
10. $MRV…↗
Jun 27
InvestmentGuru — The FTC approval of $SPCX’s acquisition of Mesh Optical is more than just another M&A headline—it’s a strong signal that AI infrastructure is entering its next phase. As AI cluster…↗
Jun 27
KaizenInvestor — Levels I’ll add to my stocks. This is based on allocation to my own portfolio as well as how undervalued some might be.
As you’ll see, some stocks are still far from my adding zo…↗
Jun 26
Serenity — @Whitepilled777 Not really, I personally still think it's undervalued. It's about MC relative to forward revenue potential.
In just that tiny timeframe for $SIVE:
- $JBL announc…↗
Jun 26
InvestmentGuru — 🚨 Overnight Market Movers
🔻 $ON falls over 7% after announcing a $7B all-stock acquisition of Synaptics ($SYNA). While the strategic move expands ON’s intelligent edge and conn…↗
Jun 25
Jason Luongo — 2. $MRVL - Marvell Technology
Record FY2026 revenue of $8.2B, up 42% YoY. Data center revenue surpassed $6B on custom AI silicon demand from hyperscalers. Guided current quarter t…↗
InvestmentGuru — 11 stocks- my positioning in 11 layers of AI infrastructure.
Layer 1 — Substrate
$AXTI — The raw crystal foundation. InP & GaAs wafers that power the photonics revolution.
Layer…↗
Jun 25
InvestmentGuru — AI and semiconductor stocks are surging globally after a strong night of earnings and guidance.
$QCOM +14% after announcing a major push into AI data centers.
$MU +14% following…↗
Jun 25
InvestmentGuru — $MU + $MRVL + $CRDO
The Three Pillars of AI Infrastructure You Want to Hold
THE MEMORY-TO-NETWORKING TRIO |
Every dollar flowing into AI data centers has to pass through these…↗
Jun 25
InvestmentGuru — $MU EARNINGS
Earnings Breakdown — Not Just a Beat. A Statement.
THE NUMBERS
➡️ Revenue: $41.46B vs $35.25B est — beat by ~17%
➡️ Non-GAAP EPS: $25.11 vs $20.28 est — beat by 2…↗
Jun 24
The Assembly — According to Jensen Huang, CEO of $NVDA, $MRVL can 4x from here and reach a market cap of $1 trillion.
Do you agree? https://t.co/HjrKro85Qf↗
Jun 24
Alex A.C. — $MRVL + $AVGO + $AMZN + Some other Big Tech, and likely you'll outperform Berkshire Hathaway with relatively low risk in the years ahead (see my past post about the giga underperfo…↗
Jun 24
Jason Luongo — 9. $MRVL - Marvell Technology
Q1 FY2027 record revenue $2.42B (+28% YoY). Data center now drives 76% of total revenue at $1.83B. Building custom AI silicon for the largest hypersc…↗
Jun 24
AlmaCap — $AAOI at c.$151 presents a nice opportunity, with an IV of 134.1% you can sell at the money weekly puts expiring on the 2nd July for roughly $13 - presenting a c.8.4% return on at…↗
Jun 24
InvestmentGuru — $NVDA AGM Day — 3 Things That Matter for the AI Chain.
$NVDA shareholders meeting is live today. Stock sitting near $200. Here’s what the smart money is watching 👇
1. Blackwel…↗
Jun 24
mon — The reason why market sell-off yesterday:
1. Chip and AI stocks had been on a massive run all year. South Korea's market was up more than 90% in 2026 and had roughly tripled over…↗
Jun 24
Serenity — OpenLight (private) seems to get bigger and bigger every time I look at it.
If you’re curious about their public ecosystem outside of Advantest:
$JBL ( $SIVE partner ) for scalin…↗
Alex A.C. — InGaAS 1060nm VCSEL:
- About 1 dB insertion loss
- 8x100G PAM4 over 2 km (2km !!)
Take note Photonics frens bc if the VCSEL Laser and µLEDs work, CPO landscape will be different.…↗
Jun 23
Alphatica — $MU: +$3.49B yesterday. -$1.49B today. Zero buys. Eve of earnings. The semi complex destroyed. Seven names. All zero buys.
The buyers (two names):
$XLE +$336M (14 blocks,…↗
Jun 23
Wayne Liang — $1 trillion wiped out from the stock market...
$MU / $SNDK down double digits.
$AMD, $MRVL, $TSLA, $TSM, and other mega caps are being oversold heavily.
If your favorite ticker…↗
Jun 23
Serenity — Curious if anyone's portfolio is green after today's fun day.
$KORU: -32.06%
$SOXL: -22.98%
$IQE: -13.58%
$DRAM: -12.6%
$AXTI: -12.57%
$FLNC: -12.5%
$AAOI: -11.2%
$SIVE: -11.7%…↗
Jun 23
Frenchie — Une de mes positions long terme favorites :
$CIEN
Ciena est probablement l’un des meilleurs plays publics sur le scale-across.
Le scale-across, c’est simple :
>Les clusters IA…↗
Jun 23
Serenity — Best time to long CXL for memory pooling was 4 months ago.
$ALAB up 276% from $117 -> $440
$MRVL up 291% from $79 -> $309 https://t.co/7XmXHyXgb1↗
Jun 22
Midas — 5 Stocks that I believe can potentially 10x in 5 years.
1) $NBIS
2) $RKLB
3) $CIFR
4) $IREN
5) $MRVL
Save this post for later.↗
Jun 22
Midas — @asymmetrix_xyz That company is $MRVL.
Don't miss the next one and follow me.↗
Jun 22
Alphatica — Keep an eye on these two.
$FLEX $MRVL↗
Jun 22
Alphatica — @KobeissiLetter This is the mirror image of the index inclusion effect we just published research on. Forced passive buying after index additions creates a +3-6% drift because the…↗
Jun 22
KawzInvests 🦑 — $MRVL is officially in the S&P 500 today.↗
Jun 22
Michael Sikand 🦑 — Jensen said this stock can 4x from here.
And you're still fading $MRVL? https://t.co/D5OPWxTA1Y↗
InvestmentGuru — The AI Gold Rush Isn’t About GPUs Anymore
Everyone is chasing the obvious names.
I’m spending more time looking at the companies that solve the bottlenecks.
AI clusters can’t sc…↗
Jun 22
InvestmentGuru — My focus remains on the long-term winners across AI infrastructure, semiconductors, optical networking, foundries, robotics, space, energy, and digital assets.
Names like $MU, $AA…↗
Jun 22
Alphatica — THE S&P500 INCLUSION EFFECT
We studied every addition to the S&P 500, S&P 400, and S&P 600 since 2016. 303 events. Here's what happens after a stock joins a major index, and why…↗
Jun 22
InvestmentGuru — Overnight trading shows some profit-taking across AI and mega-cap tech:
🔻 $SPCX -3%+
🔻 $AMD -2%
🔻 $MRVL -1%+
🔻 $NVDA -1%+
🔻 $TSLA -1%+
🔻 $GOOG -1%+
Meanwhile, memory stocks…↗
Jun 22
InvestmentGuru — WEEK AHEAD: PCE, GDP & MICRON EARNINGS
This week could be a major one for AI infrastructure, semiconductors, and the broader market.
Key Earnings
• $CCL – June 23
• $FDX – June 2…↗
Jun 21
Michael | Hypermarkets — In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500.
Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN:
1. Advanced packaging…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 21
Serenity — That’s a misconception:
$SIVE is the laser supplier for next gen architectures, not just CPO scale up.
Pluggable, scale out CPO, scale up CPO, NPO, etc.
- Sivers and $JBL went…↗
Jun 21
Trade Whisperer — $TSM Holy Shit. What an endorsement from $MRVL President.
“We have to compete, and we have to have the best products in the world... If TSMC maintains the absolute best technology…↗
Jun 20
Alphatica — @_Primefolio_ @0xyfed The imbalance drove the direction. Without arb over-accumulation, no crash. We are not disputing the OPEX. We know the numbers. $MRVL $QQQ $SMH↗
Alphatica — @0xyfed MRVL is an S&P 500 inclusion, not just a rebalance. S&P Dow Jones Indices announced on June 5 that MRVL joins the S&P 500 effective June 22, replacing Pool Corp. It’s been…↗
Jun 20
Alphatica — @CC12CZ Difficult. Have to be positioned in advance. Anyone that tells you differently is trying to sell you something. $MRVL↗
Jun 20
Alphatica — @AlwaysTmac @OptionsTradeWiz @OddStats First: they don’t know the aggregate. That’s the entire point. Each desk sees their own $2B position. Nobody sees the collective $25B. There’…↗
Jun 20
Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling.
So far, we’ve covered
• Eve…↗
Serenity — I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $R…↗
Jun 20
rubicon59 — $MRVL +344% in a year since.
$AVGO +65%↗
Jun 20
Alphatica — @OptionsTradeWiz @OddStats The math answers the question. $20-30B of inventory at $325 is 61-92 million shares. The day traded 250 million total. You can’t unload 25-37% of an enti…↗
Alphatica — @J_Agri We are going to have a follow-up post on the expected 29-day movement for $MRVL soon.↗
Jun 20
Alphatica — @ImDanChapa The MOC imbalance feed publishes at 3:50 PM ET on NYSE. It's public data. It shows the net buy or sell imbalance for the closing cross. On inclusion day, if the imbalan…↗
Jun 20
Alphatica — @J_Agri They understand the demand perfectly. They can estimate it from MRVL's index weight and the AUM of funds tracking the S&P 500. What they can't see is each other's inventory…↗
Jun 20
Alphatica — @R1_Invest They don't coordinate. Fifteen different arb desks are each independently estimating the passive demand and building inventory to front-run it. Each desk thinks their $2…↗
Jun 19
Alphatica — @Lamb0joe Good eye. June 22 is the effective date. But markets are closed today for Juneteenth. Yesterday was the last trading session before inclusion. The passive funds had to ow…↗
Jun 19
Alphatica — MARKET MECHANICS LESSON:
Why MRVL Crashed Into the Close
Yesterday MRVL ran from ~$305 to ~$329 by mid-afternoon. Then it fell $19 in 10 minutes and crossed at $310.58. No news.…↗
Jun 19
CK Capital — Copper wire has run the world for over a century. The era that replaces it is starting right now, and it might be the most important infrastructure shift of the decade.
Here is th…↗
Jun 19
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
Jun 19
BULL OF BRITAIN — Round 2 of high sentiment AI trades with retard explanations at the end.
In my opinion these are the greatest companies in their respective sectors, I genuienly don't think you c…↗
Jun 19
Alex A.C. — "Global AI data center market will hit $1.6 T by 2030" - Foxconn chairman, Young Liu
Target increases every Q so to speak. At this pace we will really see > $2T 🔥
Bullish ev…↗
Jun 19
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +820%
2. $AEHR +471%
3. $AXTI +417%
4. $AAOI +364%
5. $WDC +333%
6. $ARM +302%
7. $MU +297%
8. $BE +278%
9. $MRVL +265%
10. $INTC +…↗
Jun 19
Alex A.C. — "Marvell $MRVL is already in talks with TSMC to use A14, and has already made prepayments [mass production in 2028]" 👀↗
Serenity — I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I…↗
Jun 19
InvestmentGuru — New ATHs:
• $INTC
• $MRVL
• $MU
• $SNDK
• $TSM
Tech & Semis Continue to Lead the Market Higher
Today’s rally was another reminder of where the money is flowing. Several semicondu…↗
Jun 18
PhotonBull — Important lesson to buy winners when there is a dip
Stronger stocks before the dip will likely outperform on the comeback too
No reason to buy laggards in a dip
Shown by $NBIS $…↗
Jun 18
Frenchie — @Theo_Lombardo9 Impossible à dire, tout est extrêmement chaud en ce moment.
J’ai une appétence pour $CIEN $MRVL $CREO récemment mais ce sont des dossiers que je vois à long terme…↗
Jun 18
Gaetano — We are seeing a fragmentation in the connectivity sector
Stronger - $SMTC $GLW $ALAB $CRDO $MTSI $MXL $MRVL
Weaker - $LITE $AAOI $FN $NOK $CIEN $IQE $AXTI $SIVE
Obviously this…↗
Jun 18
Alphatica — +$57.92B. All 8 buy. Zero sellers. Quarterly OPEX. The size is mechanical. The direction is not.
$89.44B in buy blocks. $31.52B in sells. Net flow: +$57.92B. 34,179 prints.
Quart…↗
Jun 18
amit — Doug O'Laughlin, President of SemiAnalysis, joined the market open today to give his thoughts on all sectors of the semiconductor stack including neoclouds, memory, CPUs, and much…↗
Frenchie — Quelle journée pour $MRVL et surtout quel rebond
>+11% sur la session
Et pour une fois le mouvement n'est pas qu'un effet d'annonce sous couvert de Jensen Huang qui répète que c…↗
Jun 18
Jose Najarro Stocks — WHAT THE CHIP!! Amazon $AMZN is pushing to sell its custom AI Chip, Tranium, which is great news for $MRVL investors.
Crazy how this has become a 5-bagger in the portfolio! Plent…↗
Jun 18
KaizenInvestor — $MRVL to new ATH’s. Looks like I bought it just before they rocketed.
Great company with a lot of tailwinds. My thesis below 👇 https://t.co/uUAtgPrwaf↗
Jun 18
InvestmentGuru — Chips don’t just run the market right now… they are the market.
$MU
$INTC
$WDC
$ARM
$MRVL↗
Jun 18
InvestmentGuru — GLOBAL CHIP RALLY GOES PARABOLIC — SEMIS LEAD THE BREAKOUT
Semiconductors and memory stocks are catching a strong overnight bid, with the entire AI supply chain moving in sync.…↗
Jun 18
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #46
Daniel and I will be live tomorrow at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• $ASTS launching three satellit…↗
Jun 18
InvestmentGuru — $MRVL, $MU , $AMD , $INTC and $CRDO
holding green on an FOMC selloff day = institutional conviction. These are your strongest stocks in the market right now.↗
Jun 17
Alphatica — -$10.32B. Hawkish Warsh. The semi split: $MU $MRVL $AMD buy. $NVDA $MSFT sell. The institutions pick winners.
$22.42B in buy blocks. $32.73B in sells. Net flow: -$10.32B. 32,294 p…↗
Jun 17
Alphatica — Breaking. Vultr selects $HPE and $NVDA for next-generation AI data center infrastructure.
Vultr, one of the largest privately held hyperscalers, is deploying NVIDIA GB300 NVL72 sy…↗
Jun 16
Michael | Hypermarkets — 1. $NVDA
Why Critical:
Provides the AI GPUs powering SpaceX's orbital intelligence, Starlink AI, and Terafab ambitions.
If Supply Stops:
SpaceX's AI roadmap slows dramatically.…↗
Jun 16
Trade Whisperer — @snowblue75 Seems like my story with $MRVL and $NBIS. lol.
Congrats your profit though :)↗
Jun 16
Trade Whisperer — $MU 9x. $INTC 48x. $MRVL 78x. $ARM 134x.
One of these companies is sold out through 2026 and likely 2027, generating record margins, and supplying the most critical component in A…↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 16
InvestmentGuru — 10 STOCKS BUILT FOR THE LONG GAME
Not hype. Not momentum. Structural positioning.
$MU — Memory is the new oil. HBM3E demand from AI accelerators is just getting started. DRAM supe…↗
Jun 16
Serenity — @AsianbeBlazin Other way around, $NVDA bottlenecked the entire industry for EML capacity.
And did the same with CW capacity ONCE AGAIN with $LITE, $COHR, and $MRVL (if they have L…↗
Jun 16
Trade Whisperer — $MRVL Daily is volatile. Weekly Blue-Green candles do not care. Climbing straight through the upper Bollinger Band.
Jensen momentum activated.
300+ charts daily. Try it free:
ht…↗
Jun 16
KawzInvests 🦑 — The AI infrastructure buildout has three distinct networking layers. Each one is at a different point in its adoption curve and each one has different winners.
1. Scale-up connect…↗
Jun 15
InvestmentGuru — $MU $CRDO $MRVL $INTC $NBIS
check this out↗
Jun 15
Alphatica — +$15.20B. The semi complex goes all-in. $MU $NVDA $MRVL $AMD. Four semi names on the buy side. $TSLA flipped to sell.
$32.69B in buy blocks. $17.49B in sells. Net flow: +$15.20B.…↗
Jun 15
KawzInvests 🦑 — $MRVL joins the S&P 500 on June 22. It is already up 75% in the past month before a single index fund has bought a share.
Matt Murphy on the Q1 call: "We are seeing exceptional AI…↗
Jun 15
Alex A.C. — @semivision_tw LOOOL and me asking for Power Electronics names, when I hold $MRVL like a champ 🙌↗
Jun 15
BULL OF BRITAIN — @Remzztrades Loaded on $MRVL and $NBIS bank or bust idgaf↗
Jun 15
InvestmentGuru — $MRVL congrats whoever added during pullback.↗
Jun 15
BULL OF BRITAIN — All my favourite names up
$IQE - 20%
$AAOI - 11%
$Kioxia - 11%
$NBIS - 10%
$DOCN - 7%
$Hynix - 6.5%
$MRVL - 6% https://t.co/TVakMa0JRn↗
Jun 15
Frenchie — Le stack photonique du moment est vraiment en train d’exploser
Voici les actions que je possède concernant l’optique et pourquoi :
> $LITE
Lumentum est l’un des plays les plus d…↗
Jun 15
Serenity — @halldj00 Ayar started off multi-sourcing with $MTSI and $LITE.
Then removed them from their website and likely made $SIVE primary source (likely for first gen).
It's every hyp…↗
Jun 15
TheValueist — $MRVL $FLEX Marvell, Flex Get S&P’s Billions. Astera, Credo and Bloom Wait
(Bloomberg Intelligence) – Marvell and Flex made it past the S&P 500’s velvet rope, and traders are alre…↗
Jun 15
InvestmentGuru — AI INFRASTRUCTURE LEADERS — EVERY DIP IS AN OPPORTUNITY
$MU
HBM memory leader, critical bottleneck supplier for AI accelerators
Pricing power improving as AI memory demand outpace…↗
Jun 15
Gaetano — @dankdrankkz I play scale across via $CIEN and $NOK primarily but also $COHR $LITE $MRVL and $GLW↗
Jun 15
rubicon59 — They maligned $MRVL on and off finX, but it is +4x in a year.↗
Jun 14
Wayne Liang — My opinion on the U.S government putting restrictions on Anthropic's Fable 5 and Mythos 5...
Two common questions in my DMs:
1. Does this break the thesis?
2. How does this affec…↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
Jun 14
Wayne Liang — Kevin Warsh's first FOMC as Fed Chair is this week... the most important Fed meeting of the year IMO.
Markets are pricing in a hawkish hold already.
If Warsh acknowledges inflati…↗
Jun 13
Wayne Liang — So the entire space sector had massive turbulence from $SPCX IPO... exactly what we've been preparing you for, for months!
And remember, IPO volatility does not change the fundame…↗
Jun 13
SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity:
Closed frontier AI world: A few giant power plants sell electricity to everyon…↗
Jun 13
Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling.
So far, we’ve covered:
• Everything you need to know abo…↗
Jun 13
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +734%
2. $AXTI +494%
3. $AEHR +437%
4. $AAOI +385%
5. $DOCN +254%
6. $ARM +248%
7. $MU +244%
8. $INTC +238%
9. $MRVL +229%
10. $NVT…↗
CK Capital — $MXL is my all in challenge pick as you guys know, and outside of the swing trade challenge, the stock looks amazing.
Here is what the company does and why I like them.
MaxLinear…↗
Jun 11
Mike Investing — The largest buying opportunity since March is officially here…
These are the 8 stocks you need to load on this pullback along with their EOY targets:
1. $NOW at $100 & will be $1…↗
Jun 11
Frenchie — $MRVL qui imprime une journée dingue
Le CFO de $ADBE se barre chez $MRVL
Belle représentation de ce qui se passe actuellement entre le software et le hardware↗
Jun 11
TheValueist — Bullish $MRVL / bearish $ADBE
(Dow Jones) -- Marvell Technology appointed Adobe's chief financial officer, Dan Durn, as its new CFO, succeeding Willem Meintjes.
Adobe said on Th…↗
Jun 11
Frenchie — Les valeurs que j’ai beaucoup regardées récemment et qui méritent selon moi d’être en watchlist :
$VPG : +15.9% sur la séance
Grosse continuation sur le thème capteurs de précisio…↗
Alphatica — Iran peace deal. +$11.81B. $MU +$4.07B. $SMCI new. $MSFT still sold. The peace trade on the tape.
$30.35B in buy blocks. $18.54B in sells. Net flow: +$11.81B. 30,037 prints.
Trum…↗
Jun 11
Serenity — Just in case you’re wondering why indexes + individual names like $SNDK to $MRVL to $LITE are green now.
Trump just cancelled attacks on Iran.
This market is so volatile… https:/…↗
Jun 11
Jason Luongo — 6. $MRVL - Marvell Technology (PEG ~0.6x)
Q1 revenue $2.418B, up 28% YoY. Data center is 76% of total revenue. Custom AI silicon business doubled in FY2026. Multiple custom ASIC p…↗
Jun 11
InvestmentGuru — 10 Stocks Built to Create Generational Wealth
The AI infrastructure supercycle is rewriting the rules. Here’s where I’d position across the full stack — from the chip to the cloud…↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 11
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks.
Without them there is no AI:
$MU — Micron Technology
Current: ~$879 | Buy Zone: $680–$700
HBM demand flo…↗
Jun 11
InvestmentGuru — Overnight Market Movers
$ORCL falls over 10% despite beating Q4 earnings and revenue expectations, as investors focus on concerns surrounding its massive financing plans.
Semis…↗
Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still p…↗
Jun 10
InvestmentGuru — My watchlist for the next meaningful pullback:
$CRDO
$AAOI
$GOOG
$MU
$NOK
$MRVL
$NBIS
$OKLO
$RKLB
$IONQ
Not chasing strength here.
Patiently waiting for volatility to create bet…↗
Jun 10
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The Nasdaq $QQQ fell as much as 5.3% intraday, marking one of the sharpest intraday drawdowns we’ve se…↗
Jun 10
InvestmentGuru — If the market gives a pullback opportunity, these are the names I would be watching closely for accumulation:
$CRDO $AAOI $MRVL $GOOG $NOK
All of them sit in strong structural th…↗
Jun 9
amit — Today was obviously weird for many reasons.
The Nasdaq $QQQ fell 5.3% intraday.
The last time that even got close to happening? Last Friday.
The time before that? April 2025.…↗
Jun 9
Alphatica — -$5.14B. Five names: zero buys. $NVDA is the lone buyer. The supply chain split.
$6.48B in buy blocks. $11.62B in sells. Net flow: -$5.14B. 12,621 prints.
The buyers. Three names…↗
Jun 9
Jason Luongo — $NVDA CEO Jensen Huang is literally telling you what stocks to buy.
Here are 8 companies he's publicly endorsed, invested in, or spotlighted onstage in the last year:
1. $MRVL -…↗
Jun 9
Serenity — Names like:
- $ASX
- Sumitomo Electric
- $JBL
- $VICR
- $GFS
- $AAOI
- AlChip
- $TSEM
- $FN
- Furukawa Electric
- $CLS
- $NBIS
- $NOK
- $AMKR
- $LITE
- $COHR
Off the top of my…↗
Jun 9
InvestmentGuru — Best Top 10 stocks in market, IMO
🔹 $MU – Memory & HBM leader
🔹 $MRVL – AI networking and custom silicon
🔹 $AAOI – Optical connectivity beneficiary
🔹 $CRDO – High-speed AI in…↗
Jun 9
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR JUNE 9, 2026
1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY]
2. $MRVL — Custom AI silicon demand acceler…↗
Jun 9
Serenity — A massive catalyst arrived today with $SIVE:
Sivers announced $8.2M volume orders starting for Space applications (allspace).
This is for Beamforming ICs powering Space LEO/mult…↗
Jun 9
InvestmentGuru — $MRVL nice day overall, hopefully you got some early. This one is just getting started IMO↗
Jun 9
InvestmentGuru — Today’s market showed encouraging resilience as buyers stepped back into AI and semiconductor names after Friday’s sharp selloff. The Nasdaq led the recovery, small caps participat…↗
Jun 8
Gaetano — The obvious beneficiaries...
$MRVL $AVGO
But there are a handfull that people don't give credit to
One of them I've never even discussed on my page
I laid them all out here:…↗
Jun 8
BULL OF BRITAIN — My favourite asymmetries right now:
> $AAOI - Raised FY26 guidance to $1.1B+ with demand outrunning supply into mid-2027 on the 800G and 1.6T ramp, then sold off 12% on the prin…↗
Jun 8
Alphatica — Nasdaq +0.86%. The tape: +$153M. Barely positive. The institutions are not chasing the bounce.
$15.5B in buy blocks. $15.4B in sells. Net flow: +$153M. 18,694 prints.
Friday: -$4…↗
Jun 8
amit — @101sfinance Well, I suppose Jensen didn’t say it was going to $1T like he did for $MRVL 😂↗
Jun 8
Jason's Chips — Besides the obvious $LITE $COHR $NOK $MRVL, InP substrates and MOCVD ($AIXA $AXTI) are actually very underrated beneficiaries here. InP PIC could possibly take up more wafer area i…↗
Jun 8
Black Panther Capital — Jensen Huang walked onstage and called $MRVL the “next trillion-dollar company.”
The stock moved 32% in a single session. $56 billion in market cap. One afternoon.
Everyone aske…↗
Jun 8
Midas — OpenAI - $30b
$IREN - $2.1b
$MRVL - $2b
$LITE - $2b
$COHR - $2b
If this helped you out, follow me for more.↗
Jun 8
The Assembly — $MRVL is ripping again.
Up 77% since we flagged it as one of $NVDA’s new investments. https://t.co/Vf0camhmF9↗
Jun 8
Shay Boloor — $MRVL BACK OVER $300 AFTER BEING ADDED TO S&P 500 https://t.co/g7FOewij05↗
Jun 8
Wayne Liang — $MRVL showing that mega caps can be fun. Reminds me of my early calls on $NVDA and $AMD.
We'll very likely see an $MU / $SNDK type of run this year, towards that $1T MC.
Many asy…↗
Jun 8
BULL OF BRITAIN — There is no way the three stocks I was spam posting about this weekend, are the 3 biggest winners of the reversal. $MRVL $AAOI $KEEL
Sometimes I surprise myself. https://t.co/eq5…↗
Jun 8
Frenchie — Délirant ce qui se passe sur $MRVL
>Le titre bondit de 14% sur la séance
Pour moi c'est avec $AAOI et $INTC les trois grand gagnants de la journée
Je ne recommanderai pas…↗
Jun 8
Nancy Pelosi Stock Tracker ♟ — Our guy Byron just keeps on winning
Marvell $MRVL is up another 13% today
Who here tailed him? https://t.co/7Y6lnvzYPW↗
Serenity — @0xHyperEVM Yeah $MRVL was $87 or so, $ARM was $130.
$87 -> $288 for Marvell
$134 -> $347 for Arm
not too shabby for my names? I still think many have a toooon of room to…↗
Jun 8
Serenity — Still think this US list from $MRVL to $ARM to $INTC was goated.
Just as a recap if new followers were wondering what US equities I like.
Especially because I've been talking ab…↗
Jun 8
InvestmentGuru — My friend @Gubloinvestor is must follow, he bought $MRVL $NOK $VLN on friday before $mrvl got S&P inclusion.↗
Jun 8
BULL OF BRITAIN — Hey bears, if you loved $MRVL at -18%.
You’re going to love top blasting my position at $300.
Pleasure doing business.↗
Jun 8
Chris — Targeting $320 on the $MRVL Calls we swung at close Friday 🎯↗
Jun 8
Serenity — @LightLogix I mean...
> $SIVE reference laser for $GFS
> $SIVE laser 1.6T LRO with $JBL + many more pluggable players
> $SIVE + Ayar + $NVDA NVLink
> likely $SIVE +…↗
Jun 8
InvestmentGuru — 10 Stocks I’m Concentrating In Right Now
1/ $MRVL — Marvell Technology
Custom ASIC + co-packaged optics architect for the hyperscaler era.
1.6T interconnects are MRVL’s runway.
G…↗
Jun 8
Frenchie — $MRVL affiche actuellement l’un des premarkets les plus solides du marché
>+8% depuis la clôture de vendredi.
Ce qui est particulièrement intéressant, c’est qu’Hyperliquid avait…↗
Jun 8
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR June 8, 2026
$SPY crash continuation or massive reversal
1. $TSLA — $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027
2. $M…↗
Jun 8
InvestmentGuru — Overnight Market Movers
🔥 Semiconductors
• $MRVL +6%+
• $MU +3%+
• $ASML +2%+
• $AMD +2%+
AI, memory, and semiconductor infrastructure continue to attract capital as investors p…↗
Jun 8
Serenity — I appreciate the objective coverage from 中国证券报 (China Securities Journal) on my LeaderDrive (688017) analysis!
On the article:
“A single tweet ignites the leading robotics stock…↗
Jun 7
Michael Sikand 🦑 — WTF.
$100M from 20K+ Americans follows the "Inverse Cramer" portfolio on @joinautopilot.
Cramer's bearish $MRVL call made it a 6.67% position on March 4.
It's now up 246%.
Kind…↗
Jun 7
Wayne Liang — Not to toot my own horn, but I did nail a pretty phenomenal entry for you guys on $MU at ~$118.
Rallied ~800% afterwards.
HBM demand was accelerating, hyperscaler capex was rampi…↗
rubicon59 — @ALEXEIMARTOV $MRVL business delivered similar growth, and $NVDA multiple compressed.↗
Jun 7
rubicon59 — Interestingly, $MRVL ouperformed by a mile. 👀👀↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Frenchie — 🇺🇸 $MRVL entre au S&P 500
Posez vous on en parle 2 minutes
Pourquoi c’est un vrai catalyseur et pas juste un badge
>D’abord le flux mécanique
Le S&P 500 est l’indice le plu…↗
Jun 7
Serenity — I think my personal style of investing is a bit different, just some reflection:
It's inherently discretionary, based on stuff markets don't know yet. And a culmination of life ex…↗
Jun 7
Kevin Maro — My top 5 best AI stocks to invest in long-term:
These are my biggest positions, and I believe each of these will 10x or more over the next 5 years:
$NBIS: The man who built Russi…↗
Wayne Liang — The $MRVL fun begins on Monday. https://t.co/oRFH7Luc7o↗
Jun 6
BULL OF BRITAIN — Update from hyperliquid:native markets from the lows.
> $MU up 4%
> $MRVL up 7%
> $BB up 10%
I'll add that I think hyperliquid:native will continue to rally. One of t…↗
Jun 6
Gaetano — So much is happening
We've got:
> $META and $GOOG Financing news
> Memory / Korea concerns
> $AVGO selloff
> $MRVL earnings
> SpaceX IPO + compute
> Rates + hike concerns
> AI re…↗
Jun 6
InvestmentGuru — Last week I bought
$CRDO
$MRVL
$SATL
What you buying?↗
Jun 6
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives.
S…↗
Jun 6
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +557%
2. $AXTI +445%
3. $AAOI +408%
4. $AEHR +388%
5. $DOCN +253%
6. $NVTS +251%
7. $ARM +214%
8. $DELL +214%
9. $MRVL +210%
10. $B…↗
Jun 6
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:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
KaizenInvestor — You only see YTD charts on green days, but here you go. My YTD dropped 26% from the highs.
It hurts, it always does. But it shouldn’t stop you.
You have some clear advantages,…↗
Jun 6
Shay Boloor — AI suppliers are on pace to generate massive profits over the next three years:
• $NVDA ~$1.1T
• Samsung ~$807B
• SK Hynix ~$611B
• $MU ~$356B
• $TSM ~$354B
• $AVGO ~$342B
• $AMD…↗
Jun 6
InvestmentGuru — The most underowned layer of the AI stack — the plumbing
$SIVEF · $POET · $LWLG
Three small-cap photonics names. High risk. High conviction. Long time horizon required.
Here’s w…↗
Jun 6
Michael | Hypermarkets — $SPY crashed 3% in 1 day and everyone panicked.
It's going to crash at least 10% soon.
I'm adding these gems for 10x swing play:
(stocks returns yesterday vs past year)
1. $AMD…↗
Jun 6
InvestmentGuru — $MRVL — The long-term setup just got a lot more powerful at $264
→ S&P 500 inclusion confirmed — effective June 22, 2026.  That means forced buying from every passive index fund…↗
Jun 6
BULL OF BRITAIN — @PhotonBull Same buys as me.
$MRVL into SPY 👀↗
Jun 6
Serenity — How are all you regards on $RDDT down -99% after 2 red days?
Is it that hard just to hold indiviudal stocks like $AAOI or $MRVL that are already high-beta?
You can be right dire…↗
Jun 6
The Future Investors — $MRVL and $FLEX will join the S&P 500 on June 22, replacing Pool Corporation and The Campbell's Company 📈
Marvell's inclusion highlights its growing role in AI infrastructure…↗
Jun 5
Alphatica — BREAKING NEWS:
S&P Global discloses quarterly changes to US S&P Indices
Effective 22-Jun-26:
S&P500
Adds: MRVL, FLEX
Deletions: POOL, CPB
S&P MidCap 400
Additions: ROKU,…↗
Jun 5
unusual_whales — BREAKING: The S&P 500 just announced Marvell, $MRVL, and Flex, $FLEX, will be added to the Index↗
Jun 5
Shay Boloor — $MRVL IS SET TO JOIN THE S&P 500 https://t.co/zkaoxRCNrX↗
Jun 5
TheValueist — $MRVL $FLEX *MARVELL TECHNOLOGY & FLEX SET TO JOIN S&P 500
https://t.co/mNMKIKH9oA
(Bloomberg) -- Marvell and Flex to replace Pool Corp. and Campbell’s in S&P 500 before the mark…↗
Jun 5
Lando — $MRVL JOINING S&P 500 https://t.co/OwFj2pb0qQ↗
Jun 5
BULL OF BRITAIN — DCA adding to
- $MRVL
- $DOCN
- $Mirae buy-order on open
- $AIXA
- $Kioxia
- $AAOI
- $NOK
- $HYLN
When times are hard, take time off. When times are easy, lock-in.↗
Jun 5
CK Capital — NVIDIA CEO Jensen Huang stood on stage at COMPUTEX and called $MRVL the next trillion dollar company. When the most powerful man in tech says that about a stock you already own, yo…↗
Jun 5
Serenity — @darkseidzz hmm, i prefer all your upstream chokepoints over $NVDA long term since those will be re-rated the most (nvidia already largest company in the world)
pretty sure hypers…↗
Jun 5
InvestmentGuru — 20-stock Total AI Infrastructure list across 7 layers:
1. $NVDA
The undisputed AI compute standard. Beyond chips, Nvidia offers a full-stack platform including networking, softwar…↗
Jun 5
Serenity — @DanyloAkymenko $AAOI is my current favorite US long.
I personally cost average recently whenever it dips to $150, or even $170.
$JBL should preform really well once they’re 1.6T…↗
Jun 5
InvestmentGuru — Overnight market action is setting up a cautious open.
🔻 $LULU is down more than 11% after cutting full-year revenue and earnings guidance. While Q1 revenue grew 4% year-over-yea…↗
Jun 5
Wayne Liang — Missed my $MU call at $118?
That's okay.
Don't miss $MRVL at ~$300. https://t.co/2MKXRR1Lti↗
Jun 5
InvestmentGuru — @GotZep I personally started position in $CRDO yesterday at $212. I find better risk reward here vs $MRVL↗
Jun 4
Michael Sikand 🦑 — $DELL is Trump's favorite stock
$MRVL is Jensen's.
You know there's a $3.6B🐧working with both of them, right?↗
Jun 4
Chris — S&P 500 rebalance watchlist for tomorrow after close
My top candidates:
• $MRVL - 70% (AI + semi. Clear frontrunner.)
• $RDDT - 20% (Profitable, liquid.)
• $PSTG - 12% (AI sto…↗
Jun 4
Frenchie — $MRVL pas de fumée sans feu pour le long le plus consensuel de la semaine https://t.co/xQDyTT5Vs0↗
Jun 4
Alphatica — MRVL is up nearly 60% since we posted this on May 28
The Alphatica Earnings Quality Signal flagged the inflection before the price moved.
The annual signal was 1/6 BEARISH. Our d…↗
Jun 4
TheValueist — $MRVL Marvell Technology: Architect of the AI Connectivity Backbone. Investment Thesis.
Marvell Technology has completed a strategic transformation that few legacy semiconductor c…↗
Jun 4
Alphatica — +$18.85B. All eight names buy. Zero sellers. First time in the history of the series.
$33.6B in buy blocks. $14.8B in sells. Net flow: +$18.85B. 30,389 prints. Buy/sell ratio: 2.3…↗
Jun 4
Wayne Liang — Are analysts are starting to catch up to what the fundamentals are showing on $MRVL?
RBC just raised their target to $360. It doesn't seem like it's hit mainstream media yet. Slow…↗
Alphatica — ROTATION SCANNER | June 4, 2026
$XBI +3.0%. $XLF +2.5%. $SOXX -2.9%. $XLK -2.0%. The great rotation. Out of tech. Into everything else.
Leader: $XBI (Biotech) +3.0%
Laggard: $USO…↗
Jun 4
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
Alphatica — DARK POOL SCANNER | June 2, 2026
$NVDA: zero dark pool buys. $MSFT: zero dark pool buys. The $SPY divergence is back. One day after it resolved.
Yesterday both tapes agreed on $S…↗
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
Alphatica — +$6.37B net buy. $NVDA flipped. -$2.12B with $1M in buys. Three names: zero sells.
12,396 block trades. $13.2B in buys. $6.8B in sells.
The buyers. Supply chain, indexes, everyth…↗
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
Alphatica — @APompliano Our data was pointing to the same thing last week before the headlines did.
Our Alphatica Earnings Quality Signal flagged $MRVL at an inflection point. Our score is st…↗
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…↗
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
Alphatica — MORNING INTERNALS | 11:24 AM ET
$MRVL +25%. Oil pulls back. Indexes green. Breadth barely positive. The calm after the shock.
Jensen Huang called $MRVL "the next trillion-dollar…↗
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…↗
Jun 2
Alphatica — Last week the Alphatica Earnings Quality Signal put MRVL at the same inflection point QCOM was at when we flagged it in April.
We said watch it closely.
MRVL is up 18% this morni…↗
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…↗
— $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
Alphatica — MRVL annual signal: 1/6 BEARISH. That has not changed.
But here is what has.
Revenue: $2.42B, up 28% YoY
OCF: $638.8M, company record, up 92% YoY
Gross margin: 52.1%, up 180bps…↗
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 27
Alphatica — $MRVL just reported. We called BEAT. Here are the receipts.
Street EPS: $0.80
Alphatica EPS: $0.83
Actual EPS: $0.80
Street Revenue: $2.40B
Alphatica Revenue: $2.45B
Actual Reven…↗
May 27
Alphatica — MRVL reports tonight after the close.
1/6 on the Alphatica Earnings Quality Signal. BEARISH on our disclosure signal. Up 226% in 52 weeks. 12 consecutive quarters without a miss.…↗
May 27
Alphatica — @hungrydongxi We are going to have $CRM and $MRVL out before 230PM.↗
May 26
Alphatica — DARK POOL SCANNER | May 26, 2026 | S&P All-Time High
$3.9B in off-exchange flow. 150 prints ≥$5M. Net: -$872M sell.
The lit tape said +$4.56B net buy. The dark pool says -$872M n…↗
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
Alphatica — 🚨ALERT: MRVL-US: Marvell Technology upgraded to buy from hold at HSBC ($196.33, 0.00)
They are buying in both exchanges:
MRVL DARK POOL: Buy Volume: $ 69.2M, Sell Volume: $0.0M,…↗
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
Alex A.C. — Gues the company by its key products for AI (most of them are either moats* or high demand):
- CXL (Memory connection)
- PCIe Retimers (CPU-CPU/CPU-GPU connections)
- SSD Controll…↗
May 24
Alphatica — The week ahead has one day that matters.
Thursday, May 28.
Before the open: Core PCE, GDP first revision, personal spending, personal income, durable orders, new home sales, and…↗
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
Trade Whisperer — $NVDA has made over $18 billion in strategic infrastructure investments on in less than 6 months.
$GLW $3.2B. Three new US optical manufacturing plants. AI fiber capacity expandin…↗
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 15
PhotonBull — $POET down in premarket trading on dilution news
After their extremely volatile weeks with the CFO talking about sensitive information, $MRVL cancelling all their orders and then…↗
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 14
Tradable Astronaut — Find your appropriate risk, and trade the strongest names that are at the tip of your fingers.
You can create a very high win rate and boost your success rate in the market
That…↗
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 4
Shay Boloor — TOP 10 AI REVENUE WINNERS
AI revenue is concentrating around the companies that either build the compute or control the cloud demand layer:
AI Infrastructure are where AI demand…↗
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
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +487%
2. $AAOI +426%
3. $SNDK +400%
4. $AEHR +361%
5. $BE +234%
6. $VIAV +210%
7. $INTC +170%
8. $LITE +158%
9. $WDC +150%
10. $NVT…↗
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 $ARM +41.5% were underperformers for me personally…↗
May 2
rubicon59 — @damnang2 It’s a hell of a trash-$MRVL post. I will try to find the link.↗
May 2
rubicon59 — I remember $MRVL pillored and villified not long ago when tweeting about Marvell’s potential. There is a famous blog post trashing it badly. Many took it seriously. :-((. How di…↗
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…↗
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↗
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
amit — I feel like the people really worried about “buying the dip” today are people that are sitting in majority cash.
I don’t think $AMD is the most amazing dip ever down from $350 to…↗
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
CK Capital — The GPU trade made people rich.
The CPU trade is what comes next and it is already happening.
Agents that open files, run searches, execute code, wait for responses, and loop th…↗
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
Alex A.C. — @aleabitoreddit But buddy, how is $MRVL going to buy Lasers for a quick ramp up from a company that still doesn't manufacture Lasers ( $SIVE) ?
SIVE always has been a story for 1…↗
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
Shay Boloor — $POET down nearly 50% after its own CFO breached an NDA by airing the $MRVL deal himself is absolutely wild.
It's like winning the lottery and ripping up the ticket on live TV b…↗
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
amit — this $POET story is just incredible
- only photonics stock to do nothing all year
- short report 2 weeks ago takes it down to $6.80
- CFO confirms a $MRVL order on a podcast a few…↗
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
Shay Boloor — I said on last Friday’s Futurum Equities Podcast that $POET was one photonics name I would not touch due to management red flags and paid influencer promotion.
Today it’s down 45%…↗
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
CK Capital — Market is giving some great discounts today.
These are my favorite:
$CRDO down 8%
$AAOI down 11%
$COHR down 5%
$LITE down 5%
$MRVL down 5%
$NBIS down 4%↗
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
Shay Boloor — $POET down over 40% after $MRVL canceled all purchase orders tied to Celestial AI including initial production orders first disclosed in 2023.
POET said the cancellation was tied…↗
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
Shay Boloor — 2026 IS THE YEAR OF PHOTONICS
• $GLW glass fiber & cable infrastructure for optical networks
• $MRVL optical DSPs & custom interconnect silicon for AI clusters
• $CRDO retimers, D…↗
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 25
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AEHR +375%
2. $AAOI +365%
3. $SNDK +317%
4. $BE +166%
5. $NVTS +142%
6. $LITE +139%
7. $WDC +135%
8. $INTC +124%
9. $ARM +115%
10. $DOCN…↗
Apr 25
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Semiconductor multi-year PEG ratios:
• $INTC ~3.…↗
Gaetano — $POET Has had an explosive 2026
Let's revisit all that has come up:
> Confirmation of being designed into $MRVL
> 30,000 units shipping 2026
> $430m in cash
> Malaysia productio…↗
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…↗
Apr 24
Shay Boloor — $GOOGL TPU shift is now pulling demand across the full AI compute stack from silicon & packaging to optics, power & memory:
• CPU Architecture: $ARM
• Optical Circuit Switch: $COH…↗
Apr 24
rubicon59 — $MRVL sentiment has improved quite a bit recently.↗
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
Shay Boloor — $MRVL is acquiring Polariton Technologies to strengthen its optical roadmap as AI data centers push toward 3.2T connectivity.
The deal adds plasmonics-based silicon photonics tec…↗
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…↗
Alex A.C. — For the $POET bros, good numbers here:
"If (IF) POET captures 5-10% of the $MRVL Marvell $1B annual Photonics Fabric runrate by 2029..."
You know how Market is treating the AI ke…↗
Apr 21
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
Tradable Astronaut — There is always a bull market somewhere.
1,182 tickers scored across 31 sectors.
$AEHR 100, +113.8% since added. 13 day streak.
$MXL 100, +25.7%
$SOXL 100, +36.3%
$CRDO 100, +…↗
Apr 21
Gaetano — This is a really important update $POET
While it has been assumed that POET was designed in with Celestial AI/ $MRVL I always wanted to frame it as a highly probable assumption ra…↗
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…↗
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…↗
Apr 21
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 3.43M contracts
2. Nvidia $NVDA – 2.46M contracts
3. Apple $AAPL – 1.41M contracts
4. Netflix $NFLX – 875K cont…↗
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
Jose Najarro Stocks — $AMZN $MRVL $CRDO $ALAB AI DEMAND IS INSANE AND WE ARE COMPUTE CONSTRAINT!
Anthropic to secure up to 5 gigawatts (GW) of current and future generations of Amazon’s Trainium chips…↗
Apr 20
Gaetano — Got more coming today!
1 - $MRVL / $GOOG Understanding the news (already posted)
2 - $NOK Pre-earnings watchlist + highlighting company positioning (posting at 1:00pm PST)
3 - E…↗
Apr 20
Gaetano — $POET up 22% today
This is the wildest open I have seen here in a long time
Riding the tailwinds of $MRVL $SIVE?
Luxshare?
Regardless, noteable strength and volume.↗
Apr 20
Jukan @COMPUTEX — I genuinely didn’t know this. According to TrendForce, SoftBank’s ASIC project Izanagi was awarded to $AVGO, not $MRVL. https://t.co/4cChWRRYUr↗
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…↗
Shay Boloor — $MRVL just hit $150 for the first time ever after a report that $GOOGL is working with Marvell on custom AI silicon for inference.
The reported designs include a memory chip to pa…↗
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
Gaetano — Photonics is a stack!
$AXTI $AIXA $TSEM $AEHR $LITE $GLW
Here is a clean map of the sector.
Please bookmark & share!
A laser, a photonic chip, a finished module, and a deployed…↗
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
Shay Boloor — THE OPTICAL PHOTONICS BOTTLENECK
As AI clusters scale past copper’s physical limits, the bottleneck shifts to optical & these are the companies building that layer across the stac…↗
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:…↗
Apr 19
Shay Boloor — $GOOGL is reportedly working with $MRVL on two custom AI chips built for the next phase of inference.
One is a memory processing unit to pair with TPUs and the other is a next-gen…↗
Apr 19
Jukan @COMPUTEX — THE INFORMATION: GOOGLE IS DESIGNING TWO ASICS WITH MARVELL
THE INFORMATION: ONE IS A MEMORY PROCESSING UNIT DESIGNED TO WORK ALONGSIDE GOOGLE’S TENSOR PROCESSING UNITS (TPUS), AN…↗
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 18
Trade Whisperer — @summersunair I like $MRVL Celestial. When combined with CXL, I think their benefits will stack. Unified GPU/Memory has a real purpose.↗
Apr 18
Gaetano — If you invest in $SIVE / $SIVEF
I wrote an article on their major partnerships
What they mean, their significance, and their timelines
I also included some discussion around $…↗
Apr 18
Gaetano — I have to ask...
Why are some people saying with certainty that $SIVE IS the laser supplier for $MRVL ?
Is it solely the sive > poet > celestial/mrvl?
If so, can someone please…↗
Apr 18
Gaetano — One of my biggest mistakes in Photonics...
$POET $ALMU $COHR $MRVL $LITE
Was having meaningful exposure to pre-commerical companies rather than being predominantly weighted on the…↗
Apr 17
Gaetano — If you want a pulse check on the optics trade
$Lite $aehr $mrvl $poet $axti
Read here!↗
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
Gaetano — Watchlist update is live‼️
$lite $mrvl $poet $smtc $sive etc.
This is no longer a static piece that gets fully redone every few weeks. It is going to function more like a living d…↗
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
rubicon59 — $MRVL is at an ATH. In discussions with Google about TPUs.↗
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
Jose Najarro Stocks — $CRDO Holy Smokes!! Up 17% PreMarket!!
It's been a great week for the semiconductor industry and, more importantly, for the portfolio, hitting new ATHs!!
Three things
1) When m…↗
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 14
Shay Boloor — $GOOGL is reportedly in talks with $MRVL on TPU development with Marvell potentially taking on a design-services role similar to MediaTek.
It is also said to be involved in early…↗
Apr 14
Jukan @COMPUTEX — Oh my god lol, $MRVL is talking with Google about TPU? @FundaAI↗
Tradable Astronaut — The Aion leaderboard already flagged where money was rotating.
Semis. 74 tickers scored.
$AEHR 100
$LWLG 99
$INTC 97
$MRVL 95
Price follows strength.
The index ranks it…↗
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
Shay Boloor — The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud:
• AI Silicon: $NVDA, $AMD, $AVGO, $INTC
• Foun…↗
Apr 11
Shay Boloor — $NVDA has built one of the deepest strategic investment portfolios in public markets with bets across nearly every layer of the AI stack:
• Physical AI: Figure AI, Wayve
• Nuclea…↗
Apr 11
Tradable Astronaut — These weren't lucky picks.
The @AionAnalytics index scans 1,184 tickers across 28 sectors and ranks them by composite score.
It finds strength before the crowd does.
$SPIR $INT…↗
Apr 11
Tradable Astronaut — $MRVL flagged by Aion.
Up 37.13% since flagged.
Clean descending wedge breakout off $94.20 support.
Above all key MAs. $126.94 is the level to hold, above that opens room to pr…↗
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
Ben Pouladian — "We would be sold out through all of 2028 within two quarters."
— Michael Hurlston, Lumentum CEO, Bloomberg Tokyo, this morning.
NVIDIA's $6B optical bingo card and the Optical C…↗
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
rubicon59 — $MRVL has been gettng the optical & AI XPU love lately that it has never gotten before.↗
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
Jose Najarro Stocks — HOLY CHIPS!! $NVDA $AMD $ALAB $AEHR $CRWV $MRVL $CRDO
It's been a great week for the What The Chip Happened Community!!
LAST 5 DAYS
$AEHR +55%
$ALAB +25%
$AMD +12%
$CRWV +25%
$MR…↗
Apr 10
Gaetano — I’ve got 3 articles in the works right now:
$TSEM $POET $MRVL $SIVE
1 - Tower Semi. What they actually do and what’s been driving the stock the last 4 weeks.
Will post in a few ho…↗
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 10
Gaetano — Posted! No paywall
Check it out if you're interested in $MRVL
Or even upstream like $POET $SIVE
https://t.co/nYjlgyt8Dn↗
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
Gaetano — As I was writing my $POET report
I was of course digging into $SIVE and $MRVL and Celestial AI
And I realized that what Marvell and Celestial are working towards isn't fully und…↗
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
Tradable Astronaut — While all of this was playing out, the @AionAnalytics index kept finding the names.
$AEHR +56.6%.
$SATL +45.2%.
$FLY +43.8%.
$RLAY +34.5%.
$SPIR +33.3%.
$INTC +20%.
$MRVL +2…↗
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…↗
Alex A.C. — @aleabitoreddit I agree with you on the names and the PTs 🫡 Specifically $MRVL can hit huge in the CPO in the future in a more diversify way than COHR↗
Apr 8
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
CK Capital — $AEHR has been one of the most talked about names in the photonics space and after yesterday’s earnings it is not hard to see why.
Here is what $AEHR actually does and why it matt…↗
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 6
rubicon59 — My guess is $MRVL now will give priority to optomizing for NVLink. Mybe even $NVDA will use Celestial optical fabric down the road?↗
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 5
Trade Whisperer — @gregory_FTA Wise. I am not in a hurry either. Focused on semi sector for now like you are. Do you own optics? My highest conviction is $LITE but I am starting to like $MRVL and $T…↗
Apr 5
rubicon59 — In the past, most, if not all, $NVDA equity investments were made to secure either distribution or supply. $MRVL investment appears neither.↗
Apr 4
InvestmentGuru — $NOK — Nokia’s Photonic AI Infrastructure Play Nobody’s Talking About
The Infinera Acquisition Changed Everything-
Most people still think of Nokia as just a 5G RAN vendor. That…↗
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 3
rubicon59 — What did $NVDA get for its $2b $MRVL investment?↗
Apr 2
rubicon59 — Unlike most the other optical companies being pumped on X, $MRVL is a thriving business now. 🤷♂️↗
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
Tradable Astronaut — The @AionAnalytics index keeps finding the names that matter.
Leaders today:
$APLS new #1.
$SATL holding #2.
$FSLY +11.4%.
$MRVL +7.7%.
$ARM back on the list.
On the weak si…↗
Apr 1
rubicon59 — I guess $NvDA investing in $MRVL validates Marvel’s Celestial acquisition?↗
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
Gaetano — @ryansfinance It's nice to see $MRVL getting some love! And agreed, I expect a ton of volatility in both directions but especially for names like $AAOI the thesis for me is as stro…↗
Apr 1
InvestmentGuru — 10 Stocks to Buy in This Pullback
The market’s selling off. Here’s where I’m looking.
AI Infrastructure
$NVDA — AI capex cycle isn’t slowing down. This pullback is noise. Nvidia s…↗
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.↗
— I'm about to go live on YouTube, let's talk chips!!
$NVDA $AMD $MRVL $MU
rubicon59 — I guess $NVDA investment means $MRVL is respected again? What a surprise.↗
Mar 31
rubicon59 — Congrats to $MRVL. A big endorsement from $NVDA↗
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…↗
Mar 31
Gaetano — $MRVL ... $POET .... $SIVE ....
What does this mean??
https://t.co/jPVb6BMxtt↗
Alex A.C. — $NVDA 💘 $MRVL
Well, it's clear Optics/Photonics is the future for AI networking. You've been warned 😉
"NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusio…↗
Mar 31
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…↗
Mar 31
Ben Pouladian — NVIDIA just invested $2B in Marvell.
This isn’t about compute. It’s about connectivity and countering Broadcom’s custom XPU grip
Silicon photonics. Optical DSP. NVLink Fusion net…↗
Mar 31
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
InvestmentGuru — $NVDA $MRVL
Nvidia said it has invested $2 billion in Marvell Technology and that the two chipmakers plan to collaborate on silicon photonics technology↗
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
Jose Najarro Stocks — $NVDA $MRVL I DID NOT SEE THIS ONE COMING
NVIDIA has invested $2 billion in Marvell.
NVIDIA and Marvell Technology, Inc. (NASDAQ: MRVL) today announced a strategic partnership to…↗
Mar 31
Shay Boloor — $NVDA is deepening its partnership with $MRVL through NVLink Fusion and a $2B strategic investment.
The deal expands Nvidia’s reach across custom XPUs, networking and optical inte…↗
Mar 31
Lando — @aleabitoreddit $MRVL was the first company I believed in, and they let me down. Will never invest in em again, better opportunities↗
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
InvestmentGuru — The Photonics and Optical sector— Full Breakdown -
Light. Speed. Fiber. Lasers.
Infrastructure layer-
$CIEN — High-speed optical networking equipment
$GLW — The fiber optic ca…↗
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
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…↗
Mar 28
InvestmentGuru — PHOTONICS SECTOR SHOWING STRENGTH in this market
While the broader market bleeds ( $SPX -1.67%, $NDX -1.85%), the optical/photonics names are quietly holding green -
Here’s who’…↗
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
PhotonBull — The traditional data center is dead; the era of the AI Factory has arrived.
AI factories are a new class of extreme-scale, GPU-driven facilities designed specifically for generati…↗
Mar 26
InvestmentGuru — Bookmark this post. Photonics can do better in this market in long term.
My favourite
$AAOI $LWLG $POET $SIVEF $TSEM
$AXTI $COHR $LITE $MRVL↗
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 26
InvestmentGuru — Photonics: The Missing Layer Powering the AI Boom
Photonics — using light instead of electricity — is emerging as the solution.
Photonics Ecosystem
1️⃣ Silicon Photonics & Opti…↗
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 25
InvestmentGuru — Photonics: Leaders + Asymmetric Upside Plays
$COHR – AI Infrastructure Through Light
Core player in lasers + optical components powering hyperscale AI data centers.
$LITE – The…↗
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
Shay Boloor — AI SEMIS KEEPING THE MOST OF EVERY DOLLAR
Operating margin breakdown:
• Best-in-class (50%+) | $NVDA, $TSM
• Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO
• Strong (30–39%) | $ASML, $…↗
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…↗
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 20
Serenity — @Investmnt_Eagle Nothing? If people want to market sell/stop loss the laser supplier to $JBL, Ayar, $MRVL Celestial and others at a $250m, when there's low limit buys, they're free…↗
Mar 20
Serenity — The Serenity Silicon Photonics / CPO ETF.
YTD Returns of Each Index Stock:
$IQE: +282.5%
$AXTI: +246.6%
Landmark: 167.54%
$AAOI: +157.37%
$SIVE: +113.08%
$SOI: +103.54%
$LITE: +…↗
Mar 20
Gaetano — @LostFundamental @aleabitoreddit @bubbleboi This is actually really interesting that you posted this.
$COHR $MRVL and $LITE were my biggest photonics positions back in August I be…↗
Serenity — $SIVE <> $SIVEF is now up 165% this week.
Valuation? ~$300M MC.
However; either I’m dumb or Sivers is one of the best opportunities in photonics today.
You get the laser supplie…↗
Mar 19
Serenity — @Allstarsv16 They're literally the light source for $MRVL Celestial through $POET, Ayar -> Ai Chip/GUC, O-Net, and now Jabil.
So end users are probably all $MSFT, $GOOGL, $META, $…↗
Mar 19
Serenity — @hankisinvesting $SIVE / $SIVEF and $IQE.
Sivers makes laser arrays and cw dfb lasers for cpo/silicon photonics. And is embedded into hyperscaler supply chains like $AMZN and $MSF…↗
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 18
Serenity — @_stockResearch All good questions! My thoughts:
- With $NVDA GTC, CPO is hitting their inflection point today. So I think the timing is right. Before, it was too early.
- Largely…↗
Mar 18
Serenity — $SIVE is the upstream laser supplier for CPO and Silicon Photonics.
They're the likely $COHR / $LITE type future light source for:
- $AMZN Trainium Clusters
- $MSFT Maia Clusters…↗
Mar 18
Serenity — @wayne_rbee Three things:
1/ Generally, the lower the marketcap, the higher the upside (but more risk)
2/ Finding companies that weren’t priced into current pluggable cycles (EMl…↗
Mar 17
Gaetano — $LITE just put a huge new OCS datapoint on the board!
New multi-year, multi-billion-dollar OCS agreement
$400M+ backlog to be fulfilled in 2H26
Targeting OCS ramp to >$1B 2027 run…↗
Mar 17
Serenity — @BenzyStocks $MRVL is up there. Unfortunately captive companies like Marvell with Celestial fit into multiple categories, so just placed them into one.↗
InvestmentGuru — Key play
COMPUTE
$NVDA (leader)
MEMORY (HBM SUPER CYCLE)
$MU
SK hynix
NETWORKING / PHOTONICS
$MRVL
$AVGO
$LITE
$COHR
🟡 NEXT WAVE (Power / Cooling / Infra)…↗
Mar 17
InvestmentGuru — $NVDA GTC 2026 — This Was Bigger Than Just AI Chips
If you think Nvidia is just a GPU company after this keynote… you’re missing the entire picture.
Here’s the real takeaway from…↗
Mar 17
Serenity — @MvrlonMusic I believe so.
$SIVE looks like the early $LITE for CPO/Silicon photonics at a $212M valuation, which looks absurd.
They're now the laser supplier for the Asian CPO…↗
Mar 17
Serenity — Just in: $SIVE announces major partnership with O-Net and Enablence for CPO.
Sivers will be the laser array supplier for CPO.
This is thesis validation in effect as $SIVE become…↗
Mar 17
Gaetano — This is a really really solid read
$CIEN $NOK $MRVL $COHR
If you are bullish optics, you must read.
It's a great deep dive into why I really like $CIEN and why I am becoming incr…↗
Mar 17
Serenity — $SIVE is now up +73.78% today ($231M MC).
As markets price in information synthesis of the next potential $LITE of photonics.
If I had to explain the difference:
One laser so…↗
Mar 16
Gaetano — $NVDA Key Reminders for Optics
$LITE $COHR $MRVL $CIEN $TSEM
Copper still matters, and will for a long time
Pluggable optics still matter, and will for a long time
CPO is moving c…↗
Mar 16
BULL OF BRITAIN — $NVDA GTC - Quick Fire Long positions
-> Fabs ($TSM, $INTC)
-> HBM4 / Memory ( $MU, SK Hynix, Samsung) Feynman = die stacking with custom HBM.
-> Co-Packaged Optics ( $TSEM, $L…↗
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 16
Gaetano — This was an understatement!
$TSEM $POET $LITE $MRVL $SIVE
There is already so much to cover
So far some bits include:
$LITE & $MRVL on OCS
$TSEM & $ORCL on OCS
$NOK new networkin…↗
Mar 16
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
Mar 15
The AI Investor — A free breakdown explanation of the AI data center networking stack: Scale Up, Scale Out, and Scale Across.
What’s your best pick for an AI networking stock right now, given that…↗
Mar 15
Gaetano — What Photonics companies should I buy?!
$LITE $COHR $AAOI $POET $LWLG
I get asked this question often.
I can't tell anyone what to buy.
So instead, let me lay out all the compa…↗
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 14
Serenity — I realized by the amount of bookmarks.
I lowkey dropped a banger ETF?
AI Displacement Equal Weighted YTD:
$AXTI: +191.53%
$AAOI: +144.47%
$SNDK: +140.38%
$SOI: +114.3%
$LITE: +6…↗
Mar 14
Serenity — The news is pretty heartbreaking:
$META 20% layoffs
$ORCL layoffs
$AMZN 600,000 workers long term layoffs as they get replaced by robotics and AI.
This is a dystopian future.…↗
Mar 13
Serenity — @kingcoinmatt $MRVL is too big. I would buy them for $MSFT Maia ASIC ramp not photonics like Celestial.↗
Mar 13
Serenity — I've been the first few to cover many supply chain photonic names.
Most are up 100-400%+ since I've posted.
Here's the TLDR overview of my thesis posts:
“Safest” Longs as of Tod…↗
Mar 13
InvestmentGuru — $AAOI $LITE $COHR $AXTI $GLW
$POET $MRVL $LWLG
OFC 2026 (Optical Fiber Communications Conference) starts next week — one of the most important events for the photonics and AI inf…↗
Mar 13
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
Mar 12
Shay Boloor — Co-Packaged Optics could have its $NVDA GTC moment next week as AI data centers run into a bandwidth wall that traditional pluggables are struggling to solve.
CPO helps address th…↗
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
Gaetano — Connecting the dots📓
$CIEN $NOK $MRVL $GLW $MSFT
Yesterday I introduced the concept of scale-across.
The simplest way to think about it is this:
Scale-across is when separate A…↗
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
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
Mar 11
Serenity — @siflower You're getting very minimal exposure from $MRVL. Celestial revenue was ~$500m 2028, $1B 2029.
Most of Marvell's revenue ramp comes from $MSFT Maia and ASICs toward 2028…↗
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…↗
Mar 11
Gaetano — $ORCL With an important signal for the photonics trade
$LITE $COHR $AAOI $CIEN $MRVL
Two of my biggest concerns around AI infrastructure right now are that capex could slow and th…↗
Mar 11
InvestmentGuru — 10 AI Infrastructure Stocks To Watch
As AI data centers scale rapidly, many smaller companies are quietly becoming critical parts of the AI supply chain.
Here are 10 small-cap /…↗
Mar 11
InvestmentGuru — The AI boom is entering the -infrastructure bottleneck phase.
The winners are not just the GPU makers — they are the companies solving the scaling problems of AI data centers: powe…↗
Mar 10
InvestmentGuru — These are my 5 favorite sectors
1️⃣ Photonics / Optical Technology
The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical com…↗
Mar 9
Gaetano — 🚨What would crush the optical supercycle?
$LITE $COHR $AAOI $CIEN $AXTI
As investors we must consider this reality.
In my opinion, it would be a slow down in Hyperscaler spend…↗
Gaetano — $MRVL just put out an amazing quarter
I wanted to share my notes with all of you. I spend a lot of time focused on optics and interconnect, but this quarter showed strength across…↗
Mar 7
Serenity — @cesarsroy Yes $MRVL does a lot of stuff in photonics like cpo with celestial.
should have included them above, but I always just associate them with asics since that's where maj…↗
Mar 7
Ben Pouladian — Wow what a week in AI optics!
$4B from Jensen into photonics. Hock Tan says stay on copper. Credo triples revenue. Marvell jumps 18%. LITE and COHR join the S&P 500.
I connec…↗
Mar 7
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #33
Daniel and I covered five big themes:
• Stagflation just landed: breaking down the -92K jobs print and why the Fed is now stuck
• Earnings de…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Mar 6
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
amit — okay so…do we think $SOFI gets into the S&P today after hours?
usually the committee tends to make companies wait a while after they get eligible so maybe this will require a long…↗
Mar 6
IvanaSPEAR — Tune into Making Money with @cvpayne @FoxBusiness at 2PM today. We ll cover:
1. Hardware vs. Software
2. Opportunities in Space&Defense
$MRVL $AVGO $NVDA $COHR
$ASTS $KRM…↗
Mar 6
Gaetano — Understanding Scale-Up vs Scale-Out CPO 📓
$LITE $COHR $AAOI $MRVL $POET
Yesterday I talked about how the optical supply chain is effectively sold out. But to understand where thi…↗
Mar 6
Alex A.C. — I encourage you to read Mr. Damnang2 article about new Optic/Photonics tech that Marvell Technology $MRVL ALREADY has developed 😱🔥🔥
This is HUGE guys, the die-to-die optic inte…↗
Mar 6
unusual_whales — $MRVL trading over 4.5x normal options activity already
Lots of calls expiring next week have been opened today.
Speculative bets on S&P 500 inclusion? https://t.co/fqzQDAFdh…↗
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
Lando — $MRVL was the first stock I genuinely believed in when I first started out
Bought in at April lows around ~$50 per share and quickly realized it wasn’t it
Held through May-June…↗
Mar 6
KaizenInvestor — @CarsonTalkMoney $MRVL, $LITE , and $COHR as well. Some heavy competition.↗
Mar 6
Shay Boloor — 8 MOST LIKELY CANDIDATES FOR S&P 500 INCLUSION TODAY AFTER THE BELL
1. $SOFI | SoFi
2. $MRVL | Marvell
3. $VEEV | Veeva
4. $LITE | Lumentum
5. $COHR | Coherent
6. $RDDT | Reddit
7…↗
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
Serenity — @james_kittiphan I just found $POET to be low downside risk given they're sitting on like $400m cash with a $1B MC. Then $MRVL probably won't swap them out for 2028-2029 commercial…↗
Mar 6
Serenity — $MRVL released earnings. From transcript:
Targeting $500m ARR 2028, $1B ARR 2029 with Celestial CPO revenue.
$POET the $1B retail favorite interposer stock, is the large benefic…↗
Mar 6
Gaetano — Understanding CPO is critical for photonics investors
$LITE $POET $COHR $AAOI $MRVL
Tomorrow we will dive in to:
- Scale up Vs Scale Out CPO
- What the revenue implications are f…↗
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 6
InvestmentGuru — $MRVL EARNINGS
• Revenue $2.22B vs Est. $2.21B
• EPS $0.80 vs Est. $0.79
• Net Income $685M vs Est. $681M
• Gross Margin: 59% vs. Est. 59%
Q1 Guidance
• Revenue $2.4B vs Est. $2.…↗
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 5
Gaetano — I've got lots of thoughts on $AVGO earnings
From the perspective of a photonics investor
I hope the market sells optics names tomorrow on this read and creates a buy op
I am rea…↗
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 3
Serenity — @jianfengou Yes if $EWY
> goes up and down 7-10% a day
> more volatile than quantum companies at 93% IV
> and IV was priced 10% less than $MRVL that barely moves
Calls benefit fr…↗
Mar 3
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
Mar 3
Gaetano — $MRVL is another name that really hasn't run
It has exposure to optics in a meaningful way
But yet it has been range bound for a long time
Earnings are this week
I will have me…↗
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, $…↗
Mar 1
Serenity — @jahintanvir_ Probably the likes of these:
Memory - $MU, Samsung, SK Hynix, Sandisk
Foundries, Packaging- $INTC, $TSM, $AMKR
Photonics - $LITE, $COHR, $AAOI
ASICs - $AVGO, $MRVL
Co…↗
— Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…
Gaetano — $POET Investors you might find this interesting
So we all are excited about POET in Celestial AI/Marvell
We don't have any meaningful details yet, but the assumption is that POET…↗
Feb 26
Serenity — I genuinely believe market makers are mispricing $EWY 2028 IV as it’s effectively a call option on Samsung/SK Hynix.
Not every day do you have an “non- volatile” index at 45% IV…↗
Feb 26
Gaetano — 🚨 Photonics investors, $NVDA just reported earnings.
The call had clear signal for the photonics trade.
Let's dig in.
$LITE $COHR $CIEN $GLW $FN $CRDO $MRVL $POET
1/ "Netwo…↗
Feb 25
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Feb 25
Serenity — Was the first to talk about $AXTI in relation to photonics BOM/supply chains:
$IQE is very interesting too as one of the only Western suppliers.
Basically if you look at photoni…↗
Feb 24
Gaetano — 🚨Photonics Investors, here is my active watchlist!
Prices where I would consider initiating or adding
Keep in mind that none of this is financial advice or a recommendation and…↗
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 21
Alphatica — We classified 534,000 institutional trades across 13 semiconductor stocks over the last 30 days.
$1.1 TRILLION in dark pool notional.
Here's where the smart money is actually go…↗
Feb 21
Serenity — Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start o…↗
Feb 20
Serenity — @factopedia0 IV is a measurement of implied volatility.
You can kinda eyeball test it based on the chart.
$EWY moves more in every day than companies with volatility (eg. $MRVL…↗
Feb 20
Serenity — $EWY looks like it's about to get more volatile.
Market makers might not be pricing in leap option IV correctly as IV may expand past 55%.
Two reasons due to unrealized (but upc…↗
Feb 17
Serenity — If you're bullish on DeepSeek LLMs with Engram (v4), going long on CXL seems like a idea.
- $ALAB (Leo)
- $AVGO
- $MRVL are your big three in the US.
Especially Astera.
If it…↗
Feb 17
Serenity — @Ngen704 Sure, my opinion is probably bullish for CXL like $ALAB, $AVGO, $MRVL. Astera probably a good long on the drop.
Memory fears are overblown. I'd assume media will try t…↗
Feb 17
Gaetano — 80-200 Billion $MRVL $GLW $ANET
Marvell Technology - $MRVL - $67B
$MRVL akes the silicon that controls high-speed data movement inside data centers, including Ethernet switches,…↗
Feb 16
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 16
Gaetano — This is going to be an Institutional grade memo
$POET $ALMU $LITE $COHR $MRVL
Way more comprehensive than my DD on X
Imagine all the DD for companies i've done on X, but more ex…↗
Feb 16
Serenity — @InnatS__ $MRVL is not the center of the memory trade. Samsung, SK Hynix, and Micron are.
Marvell does SSD controllers through Bravera and it’s only a small portion of their reven…↗
Feb 16
Serenity — TLDR of Phison CEO interview on Memory and Investment Framework:
"Toll Collectors":
- Micron ( $MU )
- SK Hynix (000660.KS)
- Samsung Electronics,
- Western Digital ( $WDC )
- $…↗
Feb 16
Trade Whisperer — @endz_on_x I am generally cautious about undervalued stocks unless they have a brand new product never seen before by the world (like HBM).
Perhaps $MRVL?? You need more DD though…↗
Feb 15
Gaetano — $MRVL I'm mostly interested in in 2027/2028
I think there is a lot that they need to figure out in the meantime
And I am mostly interested in what they will be doing with dissagg…↗
Feb 15
Gaetano — 🚨Photonics Education Saturday!
$LITE $POET $COHR $AXTI $ALMU $MRVL
Today's topic is Co-packaged Optics (CPO)
If you invest in this space, you need to understand why CPO is, when…↗
Feb 14
Shay Boloor — $TSM has a monopoly on making the most advanced AI chips by controlling over 90% of production at 3nm, 5nm & 7nm.
That demand shows up in its HPC segment across:
• AI accelerator…↗
Feb 12
Serenity — The "Bottleneck ETF" from supply chain mapping.
Not a single name red.
Equal weighted results 1W: +12.83%.
List:
$LITE: +31.68%
$AMKR: +28.7%
Disco: +24.35%
$GLW: +23.57%
$COHR…↗
Gaetano — 🚨 Where Is The Photonics Trade Headed Next?
$AAOI $POET $GLW $MRVL $CIEN
$LITE & $COHR earnings came out last week.
So let’s talk about what they actually told us and how that s…↗
Feb 8
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
Feb 7
Serenity — Here's my TLDR + mapped into investment framework from Semivision bottleneck summary:
HBM:
HBM4 (16Hi) - Samsung, Sk Hynix, $MU
HBF - $SNDK, Kioxia
Base Die - $TSM, Samsung (inter…↗
Feb 7
Serenity — @AustinAver70395 Absolutely. I do like $MRVL. They're especially tethered to $MSFT ASIC ramp and seem to be touching upon a lot of hot areas like photonics like you mentioned after…↗
Feb 6
Jason Luongo — The hyperscalers are telling you exactly where the money is going.
AI Compute - $IREN $CIFR $NBIS $WULF
GPUs - $NVDA $AMD
Networking - $AVGO $ANET $MRVL
Optical/Fiber - $COHR $GLW…↗
Feb 6
Serenity — Markets have been hit with an AI capex shock.
This is effectively an AI arms race between hyperscalers and foreign nations.
Between 2025 to 2026, capex has increased from:
$GOO…↗
Feb 5
Serenity — $AVGO got sold off bc of their ASIC backlog but markets misunderstood how recognition timing works.
$MRVL makes a tiny bit more sense bc of Microsoft reportedly had a 6M delay wit…↗
Feb 4
Alphatica — $AVGO: THE GOOGLE CAPEX CATALYST
We've had AVGO as an active trading signal during this selloff.
Tonight Google just handed us the thesis.
THE NUMBER:
2026 CapEx: $175-185B
Fo…↗
Feb 3
Gaetano — In honor of the deal closing today!
$MRVL $POET
Here was my deep thoughts on the deal when it was first announced
Has lots of good insight in there for anyone interested↗
Feb 3
Serenity — @Sanchecks I'm actually long $AEHR right now in the event any of the big three memory companies use them for HBM DRAM die burn in or hyperscalers expands Sonoma usage. Then there's…↗
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
-…↗
Feb 2
Gaetano — When people think about $POET, they usually think about chip-to-chip optical communication.
That’s fair.
That’s where photonics is showing up first in AI infrastructure today: r…↗
Feb 1
The Future Investors — 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 |…↗
— Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…
Serenity — @PhotonCap @jukan05 If the moonshot (which is massive price hikes on InP like HBM) fails, then $AXTI increases revenue from capacity expansion from Northland's $100m raise and it…↗
Jan 23
Serenity — @PhotonCap 저도 비슷한 생각입니다! Celestial은 꽤 오랫동안 $POET 와 함께 빌딩해왔는데, $MRVL(마벨) 하이퍼스케일러 백도어 소식까지 더해진 현시점에서 그것이 가장 큰 리스크 완화 요인(de-risking factor)이라고 생각합니다.
다만, 이 종목은 일종의 '문샷(moonshot, 대박 아…↗
Jan 22
Serenity — $POET has crashed 17% after a direct offering of $150m in shares at $7.25.
They’re now sitting on a ~$420-$450m war chest with a ~$1.02B MC factoring in 20.6M new shares.
IMO thi…↗
Jan 19
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 16
Gaetano — 🚨For those of you watching $POET, this interview is a big deal.
There are several explicit statements in here that give a clean status update on where the company actually is, no…↗
Jan 15
TheValueist — $MRVL EXECUTIVE SUMMARY
Marvell’s acquisitions of Celestial AI (announced December 2, 2025) and XConn Technologies (announced January 6, 2026) represent a coordinated attempt to r…↗
Jan 14
Jukan @COMPUTEX — Keybanc: Data Center/Server Key Takeaways
1. General Server Demand & CPU Outlook
Demand for general servers is surging, driven by massive demand from Hyperscalers, with most 2026…↗
Jan 14
Serenity — @grigory_azaryan Great choice. $UMAC is a great long. I ended up going with $AIRO when I looked into it earlier but it’s rare you have a $520m mc manufacturer that has
- $133m cas…↗
Jan 13
InvestmentGuru — HIGH-CONVICTION STOCKS THAT CAN TRANSFORM YOUR PORTFOLIO OVER THE NEXT FEW YEARS
AI & Software
$PLTR $IONQ $RBLX $PATH $ZETA
AI automation, data dominance, quantum computing, and…↗
Jan 12
Gaetano — When I build my photonics portfolio, I like a mix of stages and a mix of where each company sits in the buildout
I think of it as 4 buckets
Bucket 1 - Executing now. Scaled earni…↗
Jan 11
Serenity — @RickyFrogFrog yeah.. everyone still needs toilet paper.
That being said, don't think reselling tissue paper commands the same growth as $MRVL (29 p/e), which are doubling their r…↗
Jan 11
Black Panther Capital — 👀 37 STOCKS THAT WILL 6X YOUR PORTFOLIO WEALTH NEXT 5 YEARS:
AI and Software:
$PATH
$ZETA
$PLTR
$IONQ
$RBLX
Fintech:
$SOFI
$PYPL
$LMND
$OPEN
$HOOD
Semiconductors:
$MU
$TSM
$PO…↗
Jan 11
Shay Boloor — $MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York.
Memory is only one layer, so here’s what AI o…↗
Jan 10
InvestmentGuru — 5 Core Sectors Your Portfolio Should Be Focused On for 2026.
The next market cycle will be driven by power, compute, connectivity, health, and automation. Positioning early acros…↗
Jan 10
InvestmentGuru — Top 20 Picks for 2026
1. $NVDA – AI infrastructure king, earnings power still compounding
2. $AMD – AI accelerators + CPU share gains
3. $AVGO – AI networking + software cash mac…↗
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 8
Gaetano — Here is my active and updated photonics watchlist:
$AAOI ~$30
$ALMU ~ $17
$ANET ~ $110
$AVO ~ $320
$AXTI ~ $14
$CIEN ~ $170
$COHR ~ $170
$CRDO ~ $120
$FN ~ $370
$GLW ~ $78
$LITE…↗
Jan 7
Serenity — @Motorphy @B38B37 $AAOI is heavily tethered to $MSFT Maia and they just heavily lowered estimates (hence why $MRVL went down 4% today).
I still really like it regardless since it’…↗
Jan 7
Serenity — @LongInnovation $CRDO is not a big position for me. More of a swing trade based off misinformation posted about customer about to $MRVL and some keynote shenanigans.
But the drop…↗
Jan 7
Serenity — @zephyr_z9 I mean hasn't $MRVL announced an AEC killer with Alaska A like 4+ different times now since 2022? I treat it like $AMD saying they'll finally beat $NVDA with each gen re…↗
Jan 7
Jukan @COMPUTEX — Morgan Stanley: We see Microsoft's Maia300 CoWoS capacity now ending at 5k in 2026 vs. our previous expectation of 20k.
$MRVL↗
Jan 6
Shay Boloor — 2026 WILL BE THE YEAR OF AI MEMORY
• $MU supplies the DRAM & HBM next to GPUs that let AI think longer & hold more context.
• $SNDK, $STX, $WDC store massive AI datasets & model f…↗
Jan 6
Gaetano — Discussed $MRVL and their Optics exposure in this comment
If you follow $MRVL, $POET or Celestial AI there are some bits in here↗
Jan 5
TheValueist — Resharing this info on the SSD market given the growing interest in NAND and all the new connections I’ve received who may have not seen it.
$MU $SNDK $SIMO $MRVL↗
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…↗
Jan 4
Gaetano — 🚨What Photonics Companies Should I buy?!
$POET $LITE $COHR $AXTI $MRVL ...
You'll want to save this post.
It's no secret that the Photonics trade is here for 2026
Many tickers…↗
Jan 4
Gaetano — 🚨Tomorrow I am going to post my Photonics watchlist!
$POET $LITE $COHR $AXTI $MRVL $CIEN
Along with price levels I would consider adding as a swing trade.
There are about 15 co…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 2
Serenity — @soulbiri1 Most things are off to a good start lol. $CRWV, $CIFR, to $AAOI both up over 10%. $NBIS up 7%, $SMCI up 6%, $MRVL, $MSTR, $TSM up 5%.
All your memory stocks are up 8% e…↗
Jan 2
Shay Boloor — 2026 OFF TO A HOT START FOR AI DATA CENTER NAMES
• $NVTS +10%
• $ASML +8%
• $MU +8%
• $AMKR +8%
• $ALAB +7%
• $WDC +7%
• $LRCX +6%
• $INTC +6%
• $NBIS +6%
• $IREN +5%
• $ARM +5%
•…↗
— @LphaFool $POET indirectly benefits from $MRVL through Celestial. Then there's tons of other photonic players tethered to Maia like $AAOI.
The timeline is so stupid though, it ma…
Serenity — Finally took a deeper look at $MRVL.
My first reaction: What are the markets and analysts/news smoking?
Revenue derived from Maia ramp is literally double $MRVL's FY 2025 reven…↗
Dec 30
Shay Boloor — OPTICS WILL BE A DEFINING THEME OF 2026
AI has turned data movement into the bottleneck and at scale only photons can move information efficiently enough.
The ecosystem breaks do…↗
Dec 29
Gaetano — I've gotten a few versions of this comment on Photonics
$LITE $AAOI $POET $MRVL $COHR $AXTI
Is there interest in me creating another post about:
An overview of photonics (easy t…↗
Dec 29
Serenity — @DonkeyCapital69 Uhh, from my own personal research so far, to cover all grounds I’ve liked:
1. $AXTI at the very bottom of the entire supply chain + 1/3rd of InP substrates 1/4th…↗
Dec 29
Gaetano — Shared some insight into the $MRVL - Celestial AI - $POET supply chain linked below
If you invest in $POET and want a good starting place to dig more into this new acquisition by…↗
Dec 29
Gaetano — @martijnde_boer So glad someone asked about this. There is a real chain here from $MRVL to Celestial AI to $POET, and the AWS warrant is a clear demand signal. I am going to break…↗
Dec 28
Shay Boloor — THE INFRASTRUCTURE BEHIND THE $GOOGL AI EMPIRE
AI Chips
• $AVGO helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing
• $TSM only foundry currently c…↗
Dec 28
Serenity — @crux_capital_ Agreed, for traders, this should be an interesting opportunity like Lithium in 2021 when EVs came about or HBM currently with Sk Hynix and Micron if people recognize…↗
Dec 28
Gaetano — This post is FULL of valuable insight
It's clear that there is so much interest in Photonics
If you share that interest I highly recommend saving this post I tagged and coming ba…↗
Dec 27
Serenity — @crux_capital_ Thanks, love your posts on $LITE, $POET $AAOI $COHR, $MRVL, and other photonic players too↗
Dec 27
Gaetano — @valleyinvesting Hey man, I don't like to give reccs but I'll just tell you what I have bought from the companies that I publicly talk about.
Over the last few months I've bought…↗