MRVL 全部观点

Now, for me in Plan B , I'm taking a look here at Marvel, MRVL. So, the same thing. I want you to take a look at the chart and try to identify the gaps, and where Luton might be looking to enter this deal; I'll give you a moment to pause the video and take a look.

Okay, for me right away, remember that we are looking at the bottom of the red zone, 241.45, there will be a clear resistance level there. Why is this gap important ? Why is it meaningful?

Uh we made a call on our alpha report as well this morning that today uh could be a buying opportunity on AMD and Marll and both of these are up uh from the bell.

Nvidia, uh, Marll's moving. AMD is moving. Q's are moving.

and uh Marll, AMD, Nvidia, all pretty green.

Marll's up five.

anthropic uh bullish S1 on on their IPO documents, then that's going to make you bullish uh frankly Marll and Broadcom and and also AMD and Nvidia, you could throw those in as well.

Marvell and Qualcomm are preparing to capitalize on the growing demand for AI data centers . Marvell assists companies with integrated circuits designed for specific applications, and in connecting these components.

Based on all of the above, which of the two stocks is better to buy now: Qualcomm or Marvell? Looking at the revenue profile, Qualcomm is a much larger company compared to Marvel , with revenues more than four times those of Marvel, at $44 billion versus $ 9.45 billion for Marvel.

And finally, MRVL. Um, MRVL decent volume, about half of the average volume, which is good compared to the S&P and the Q's, right? Um, but on this stock did have earnings uh last week on Thursday and ended up selling, right? Sold on Friday, continuing that kind of earnings sell.

and really important that it's coming down into a potential level of support right here. Let me go ahead and delete this. I'll give you two levels of support here on MRVL. First off, there is key uh sideways consolidation in previous support at the psychological level of 200 bucks. Should it come down there, um I think it does get a bounce at least intraday.

The next company I actually want to take a closer look at is Marvell. Now, Marvell just recently reported earnings, and I thought earnings were great. The stock is down roughly 10%. Market cap of 190 billion. Year-to-date, the stock is up 142% but from its 52-week high, the stock is down nearly 30%.

Now, the reason I want to talk about Marvell is Marvell is part of the NVLink Fusion. They have plenty of memory controller solutions as well. They also have a great partnership with Amazon and AWS. So, if Nvidia and Amazon are working closer together, the probability of Amazon and Marvell working closer together also increases.

Marvell just delivered what I thought to be an excellent quarterly result. The results were so good in fact that the company revised upwards its outlook for the rest of this year and for 2028.

In fact, for the full fiscal year 2027, Marvell now expects revenue to grow approximately 45% to 12 billion. That was up from the previous $11.5 billion estimate. Furthermore, they increased their 2028 revenue outlook to approximately 18 billion and that was up from 16.5 billion just a few months ago.

All right. So, Marvel. Uh next up on Marvel's chart, they did report earnings after the bell, and you can see they did decline pretty nicely, down 9.72% today.

But, if you notice, price has really come into a pause right in this range of consolidation that took place all on top of this yellow trend line that you see here on the chart. You can see this dated all the way back here to March of 2024. All I did was connect this other previous high pivot in December of 2024, and then I drew that trend line amongst and and all out on my chart.

You have Marll in a draw down. Both of those companies have just been reporting some of the greatest news and contracts and earnings any of us will ever see, but that was already priced in six months prior.

Marvell is also reporting tomorrow, expecting a very juicy return.

another one that's earning on Thursday is Marvel. But speaking of the choke points and bottlenecks, memory is a big one and Marvel VP is pushing for DDR4 type of memory for recycling for use in their CXL memory because they are experiencing the worst DRAM shortage ever. And they're focusing on all sorts of creative ways to fix that bottleneck as well.

But these ASIC producers, so think Marll and think Broadcom. Uh Broadcom has better margins than Marll, but uh Marll has a better balance sheet than Broadcom. Marll is also a $200 11 billion company. It's up about 5.6%. I've got exposure to Marll. I don't have exposure to Broadcom, but I really like Broad. Like I'm really tempted by it right now. $1.7 trillion company.