Traders saying they are long $MRVL are challenged to explain the accompanying chart.
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Dudes be like I'm long $MRVL Ok explain this
Reasoning: Technicals · Short term
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MRVL
Marvell Technology, Inc.Clear split
Stance mix of tracked accounts 7 accounts mentioned it · latest post counts
BullishNeutralNo stanceBearish
Bullish
2
Neutral
2
No stance
2
Bearish
1
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @michaelsikandViews › | 2 | 0 | 1 | 0 |
 @amitisinvestingViews › | 1 | 0 | 0 | 0 |
 @KawzInvestsViews › | 1 | 1 | 0 | 0 |
 @KobeissiLetterViews › | 0 | 1 | 0 | 0 |
 @Beth_KindigViews › | 0 | 0 | 0 | 1 |
 @aleabitoredditViews › | 1 | 0 | 0 | 0 |
 @alphatrendsViews › | 0 | 0 | 0 | 1 |
Consensus and splits Reasons (analyst tagged) and views from the past 14 days
Bull case
- 3Fundamentals
- 2Catalyst
- @aleabitoreddit: @aleabitoreddit shares thoughts on AI supply chain, noting strong demand visibility for memory names like $MU, Samsung and SK Hynix into 2030-2031 with LTAs covering 70% of Samsung capacity and price floors. $LITE is sold out into 2029 with discussions into 2030, while $NVDA, $AVGO and $MRVL show supply-constrained growth. Near-term volatility hit options and prices, but long-term baseline from contracts looks solid for bottleneck players. Some caution on $IREN valuation despite Anthropic deal.
- @KawzInvests: $MRVL's investor day gave us a five-year roadmap for the photonics supply chain.
Management is targeting more than $30 in non-GAAP EPS by FY2031.
At yesterday’s Investor Day, Xi Wang described Marvell’s position in 1.6T optical connectivity:
“Today, we are at 1.6T generation, shipping in high volume, leading our competitor by two years and counting.”
That buildout also needs lasers, transceivers and silicon photonics manufacturing. The opportunity extends across $LITE $COHR $AAOI $CIEN $TSEM and $ALAB.
We followed Marvell’s roadmap through the supply chain and modeled what these businesses could be worth by 2030, accounting for their different growth markets, valuations and dilution.
Full breakdown below ↓
- @michaelsikand: $MRVL is the first company that's given visibility into photonics through 2030.
Revenue was $8.2B last year and the fiscal 2031 target is $70B to $90B. The TAM is 4x last investor day. Interconnect becomes the biggest segment at ~$37.5B
Now think about what this means for the suppliers. Nobody else in the photonics supply chain has guided out to 2030, but they all ride the same curves.
$LITE's CEO says they'll only be able to supply 30% of what customers want next year. Coherent's booked through the end of 2027.
So
@AsymmetricBets_ ran Marvell's model on the 6 biggest beneficiaries: $LITE $COHR $AAOI $CIEN $TSEM $ALAB
Each one grows at its own market's rate, gets valued off historical multiples and has dilution baked in.
Bear, base and bull 2030 targets for all 7 are on my Substack below.
Bear case
- 1Technicals
- @michaelsikand: Traders saying they are long $MRVL are challenged to explain the accompanying chart.
Clear split. Accounts are on both sides; see the two columns above for where they differ.
Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Michael Sikand @michaelsikandViews ›
@michaelsikandViews ›Bearish reversed (was Bullish) 7d: reversed
Technicals · Short term · Traders saying they are long $MRVL are challenged to explain the accompanying chart.
2026-10-15 07:06 HKT Original post ↗
KawzInvests @KawzInvestsViews ›
@KawzInvestsViews ›Neutral weakened (was Bullish) 7d: weakened
Fundamentals · $LITE showing ecosystem forming around near-package optics. Open CPX founders include Ciena $CIEN, Coherent $COHR and Marvell $MRVL, alongside others. Publicly traded contributors: Credo $CRDO, Intel $INTC, MaxLinear $MXL, Applied Optoelectronics $AAOI, Astera Labs $ALAB, Amphenol $APH, Keysight $KEYS, TE Connectivity $TEL, VIAVI $VIAV, Lumentum $LITE.
2026-10-14 08:05 HKT Original post ↗
Brian Shannon, CMT @alphatrendsViews ›
@alphatrendsViews ›No stance
Basis not tagged · @alphatrends shares tickers discussed on @TraderTVLive with 
@tradertvshawn and 
@tradertvneal: $PLTR $AAPL $RDDT $MRVL $CBRS $FSLY $CVNA $NVAX $FHN $PFE. The post itself gives no stance on any of them.
@alphatrends shares tickers discussed on @TraderTVLive with @tradertvshawn and @tradertvneal: $PLTR $AAPL $RDDT $MRVL $CBRS $FSLY $CVNA $NVAX $FHN $PFE. The post itself gives no stance on any of them.2026-10-14 03:29 HKT Original post ↗
Serenity @aleabitoredditViews ›
@aleabitoredditViews ›Bullish First call
Fundamentals · Long term · @aleabitoreddit shares thoughts on AI supply chain, noting strong demand visibility for memory names like $MU, Samsung and SK Hynix into 2030-2031 with LTAs covering 70% of Samsung capacity and price floors. $LITE is sold out into 2029 with discussions into 2030, while $NVDA, $AVGO and $MRVL show supply-constrained growth. Near-term volatility hit options and prices, but long-term baseline from contracts looks solid for bottleneck players. Some caution on $IREN valuation despite Anthropic deal.
@aleabitoreddit shares thoughts on AI supply chain, noting strong demand visibility for memory names like $MU, Samsung and SK Hynix into 2030-2031 with LTAs covering 70% of Samsung capacity and price floors. $LITE is sold out into 2029 with discussions into 2030, while $NVDA, $AVGO and $MRVL show supply-constrained growth. Near-term volatility hit options and prices, but long-term baseline from contracts looks solid for bottleneck players. Some caution on $IREN valuation despite Anthropic deal.2026-10-13 07:33 HKT Original post ↗
Beth Kindig @Beth_KindigViews ›
@Beth_KindigViews ›No stance
Catalyst · @Beth_Kindig notes Microsoft $MSFT says its new custom accelerator, Maia 300, will scale to multi-gigawatt deployments starting in 2027. Microsoft claims it delivers 40% more tokens per megawatt than leading GPU-based systems, a point relevant to $NVDA, $AMD, $AVGO and $MRVL.
@Beth_Kindig notes Microsoft $MSFT says its new custom accelerator, Maia 300, will scale to multi-gigawatt deployments starting in 2027. Microsoft claims it delivers 40% more tokens per megawatt than leading GPU-based systems, a point relevant to $NVDA, $AMD, $AVGO and $MRVL.2026-10-13 04:10 HKT Original post ↗
The Kobeissi Letter @KobeissiLetterViews ›
@KobeissiLetterViews ›Neutral First call
Macro · AI stocks are driving the entire stock market.
The "AI Winners Index" is up +58% year-to-date, nearly matching its record set in June.
The index covers semiconductors, memory, data centers, networking, power, and AI application companies.
At the same time, the S&P 500 Ex-AI Enablers Index has increased just +5%, underperforming by 53 percentage points.
Meanwhile, the semiconductor index is up +78% over the same period, with Micron, $MU, Marvell, $MRVL, Intel, $INTC, AMD, $AMD up +263%, +224%, +190 %, and +190%, respectively.
By comparison, the S&P 500 index is up +13% while the Nasdaq 100 is up +22% so far in 2026.
The AI trade is leaving the rest of the market far behind.
2026-10-10 00:35 HKT Original post ↗
Bullish First call
Catalyst · Short term · A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. SpaceX $SPCX is reportedly seeking $40B in financing, led by Apollo, to fund a massive purchase of NVIDIA $NVDA AI chips, according to the Financial Times. The proposed financing includes roughly $10B in bank loans and $30B of investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on NVIDIA,” specifically highlighting the company's Vera Rubin architecture as SpaceX accelerates investment in AI compute and data center infrastructure.
2. AMD $AMD CEO Lisa Su said AI compute demand continues to outpace supply and expects strong demand to persist for the next several years, with AMD planning to substantially increase supply in 2027. Su said AMD has already expanded supply this year but “could definitely use more,” thanking TSMC for bringing additional manufacturing capacity online while noting that memory remains broadly supply constrained. She added that AMD is working closely with memory suppliers and customers to ensure capacity ramps in sync while keeping its current business model unchanged. Su also described Taiwan as “very critical” to AMD, saying the company plans to increase its investment there while continuing to explore new packaging technologies.
3. Uber $UBER is acquiring ezCater for $2.3B in cash, expanding Uber Eats into the workplace catering market. ezCater has more than 140,000 restaurant partners
2026-10-07 10:43 HKT Original post ↗
Background How the narrative evolved over time, for context on current views
By week Last 4 weeks
- 10/10–10/16 · 6 posts · Bull 1 / Bear 1@michaelsikand: Traders saying they are long $MRVL are challenged to explain the accompanying chart. (Bearish)
- 10/3–10/9 · 4 posts · Bull 4 / Bear 0@KawzInvests: $MRVL's investor day gave us a five-year roadmap for the photonics supply chain.
Management is targeting more than $30 in non-GAAP EPS by FY2031.
At yesterday’s Investor Day, Xi Wang described Marvell’s position in 1.6T optical connectivity:
“Today, we are at 1.6T generation, shipping in high volume, leading our competitor by two years and counting.”
That buildout also needs lasers, transceivers and silicon photonics manufacturing. The opportunity extends across $LITE $COHR $AAOI $CIEN $TSEM and $ALAB.
We followed Marvell’s roadmap through the supply chain and modeled what these businesses could be worth by 2030, accounting for their different growth markets, valuations and dilution.
Full breakdown below ↓ (Bullish)
- 9/26–10/2 · 0 posts · Bull 0 / Bear 0No discussion
- 9/19–9/25 · 0 posts · Bull 0 / Bear 0No discussion
Key views and how they evolved Newest first
$LITE showing ecosystem forming around near-package optics. Open CPX founders include Ciena $CIEN, Coherent $COHR and Marvell $MRVL, alongside others. Publicly traded contributors: Credo $CRDO, Intel $INTC, MaxLinear $MXL, Applied Optoelectronics $AAOI, Astera Labs $ALAB, Amphenol $APH, Keysight $KEYS, TE Connectivity $TEL, VIAVI $VIAV, Lumentum $LITE.
See original
$LITE showing the ecosystem forming around near-package optics. Open CPX founders include Ciena $CIEN, Coherent $COHR and Marvell $MRVL, alongside Molex, Samtec and TeraHop. Publicly traded contributors shown here include Credo $CRDO Intel $INTC MaxLinear $MXL Applied Optoelectronics $AAOI Astera Labs $ALAB Amphenol $APH Keysight $KEYS TE Connectivity $TEL VIAVI $VIAV Lumentum $LITE NPO reuses the existing pluggable supply chain, making it much easier to scale.
Reasoning: Fundamentals
@aleabitoreddit shares thoughts on AI supply chain, noting strong demand visibility for memory names like $MU, Samsung and SK Hynix into 2030-2031 with LTAs covering 70% of Samsung capacity and price floors. $LITE is sold out into 2029 with discussions into 2030, while $NVDA, $AVGO and $MRVL show supply-constrained growth. Near-term volatility hit options and prices, but long-term baseline from contracts looks solid for bottleneck players. Some caution on $IREN valuation despite Anthropic deal.
See original
Sure... Random train of thoughts on markets now, optics like $LITE / memory + $IREN / Anthropic. On Memory: - Demand visibility on $MU / Samsung / SK Hynix extend into 2030-2031. Samsung has LTAs covering 70% of their capacity into 2031 (likely with SK Hynix type price floors)... and their operating profit is already absurd. There's a consensus that shortage in 2027 will be much more severe than 2026... Even $SNDK expends gross margins to exceed 80% entering 2030. You're going to hear Acer and other CEOs that want memory prices to go down cite bear cases like CXMT/YMTC, and Chinese players. But just looking at supply procurement that $NVDA is doing + hyperscalers, demand visibility is absurd for the next 5 years. And by that time, cumulative FCF coming in from these take/pay + pricing floor contracts might exceed some of their entire marketcaps so it feels like there's some baseline. Near-term is always volatile (IV dropped a ton across $EWY to $DRAM to $MU), so people with call options likely got nuked, along with underlying prices. But if Samsung is 3x 2027E, has 5 year LTAs with 70% of capacity committed from hyperscalers, and price floors, it's kinda hard to see these names suffer a sustained crash... For optics: - $LITE is literally sold out into 2029, starting discussions into 2030. With demand visibility lasting into 2031… with hyperscalers largely funding the capacity buildout. Their 2028 Greensboro fab expansion was ~$5B in UHP laser capac
Reasoning: Fundamentals · Long term Specific
AI stocks are driving the entire stock market. The "AI Winners Index" is up +58% year-to-date, nearly matching its record set in June. The index covers semiconductors, memory, data centers, networking, power, and AI application companies. At the same time, the S&P 500 Ex-AI Enablers Index has increased just +5%, underperforming by 53 percentage points. Meanwhile, the semiconductor index is up +78% over the same period, with Micron, $MU, Marvell, $MRVL, Intel, $INTC, AMD, $AMD up +263%, +224%, +190 %, and +190%, respectively. By comparison, the S&P 500 index is up +13% while the Nasdaq 100 is up +22% so far in 2026. The AI trade is leaving the rest of the market far behind.
Reasoning: Macro Specific
$MRVL's investor day gave us a five-year roadmap for the photonics supply chain. Management is targeting more than $30 in non-GAAP EPS by FY2031. At yesterday’s Investor Day, Xi Wang described Marvell’s position in 1.6T optical connectivity: “Today, we are at 1.6T generation, shipping in high volume, leading our competitor by two years and counting.” That buildout also needs lasers, transceivers and silicon photonics manufacturing. The opportunity extends across $LITE $COHR $AAOI $CIEN $TSEM and $ALAB. We followed Marvell’s roadmap through the supply chain and modeled what these businesses could be worth by 2030, accounting for their different growth markets, valuations and dilution. Full breakdown below ↓
The original is long; open it to read in full
Reasoning: Fundamentals · Long term Specific
Price at post time (as recorded): $MRVL 283.45
$MRVL is the first company that's given visibility into photonics through 2030.
Revenue was $8.2B last year and the fiscal 2031 target is $70B to $90B. The TAM is 4x last investor day. Interconnect becomes the biggest segment at ~$37.5B
Now think about what this means for the suppliers. Nobody else in the photonics supply chain has guided out to 2030, but they all ride the same curves.
$LITE's CEO says they'll only be able to supply 30% of what customers want next year. Coherent's booked through the end of 2027.
So @AsymmetricBets_ ran Marvell's model on the 6 biggest beneficiaries: $LITE $COHR $AAOI $CIEN $TSEM $ALAB
Each one grows at its own market's rate, gets valued off historical multiples and has dilution baked in.
Bear, base and bull 2030 targets for all 7 are on my Substack below.
The original is long; open it to read in full
Reasoning: Fundamentals · Long term Specific
Price at post time (as recorded): $MRVL 283.12
No-stance mentions (2)
@alphatrends shares tickers discussed on @TraderTVLive with @tradertvshawn and @tradertvneal: $PLTR $AAPL $RDDT $MRVL $CBRS $FSLY $CVNA $NVAX $FHN $PFE. The post itself gives no stance on any of them.
See original
From @TraderTVLive today w @tradertvshawn and @tradertvneal
$PLTR $AAPL $RDDT $MRVL $CBRS $FSLY $CVNA $NVAX $FHN $PFE
Reasoning: Not tagged by analyst
@Beth_Kindig notes Microsoft $MSFT says its new custom accelerator, Maia 300, will scale to multi-gigawatt deployments starting in 2027. Microsoft claims it delivers 40% more tokens per megawatt than leading GPU-based systems, a point relevant to $NVDA, $AMD, $AVGO and $MRVL.
See original
Microsoft $MSFT announced that its new custom accelerator, the Maia 300, will scale to multi-gigawatt deployments starting in 2027. Microsoft says the new chip will 40% more tokens per megawatt compared to leading GPU-based systems. $NVDA $AMD $AVGO $MRVL
Reasoning: Catalyst Specific
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.