MRVL 全部观点

Marvel,

Marvel marvelous Marvel same thing similar pattern to ALAB but moving to higher highs. Buy signal here. Trend is up smashed through level five which is good. Let's see if there's any after hours action.

Marvel uh 40 cents nothing. Um but looking strong. This one is a trillion dollar company in the making. And just for perspective, let's check in on the current market cap right now.

228. So you have a 4.5x to come on this stock. And that's big. That's coming within a year or two. So again, don't get too cute trading around these things. Build your I13 bag of these key winners and wait, wait, wait, wait, wait. Be patient. Uh, you don't want to

However, let's move on to the second stock that I still believe has a tremendous growth trajectory ahead of it, which is Marvel Technology, and its stock symbol is MRVL. With Marvel, we are facing a completely different investment in artificial intelligence compared to AMD.

AMD competes in the field of artificial intelligence computing. Meanwhile, Marvel is increasingly leveraging something else: custom AI chips and networks.

Let's move on to your first choice. You have Marvel here. Currently, we are up 5% during the session. We are trading at a price slightly above $241 per share . You were watching the $255 level as a key level here.

What will change technically and fundamentally if the stock manages to decisively break through that level?

Marvel, the other one, too. This one bullish bounce at 194. I called last week and it did just that. Let's see what it's trading at now. It's probably firing up 229.82. Um, again, it will have more resistance at 257, but it's going back to an all-time high within 6 months on the outside, which is 336.

Again, a killer play doing lots of very exciting stuff in the AI world.

Marll is going straight up,

I don't think it's just Dell. I think it ends up being your broad participants in ASIC manufacturing, your Broadcom, your Marll's. I've got exposure to some of these. I've been very bullish on some of these lately, less so after the suckening.

We got a good suckening, but lately I've been getting a little bit more excited because I think we're in a nice viable dip here.

All right, stock number four that we wanted to talk about, Marvell. Yeah, so listen, it this is really predicated on the whole what we've been talking about so far. I mean, if if anyone's going to go toe-to-toe with Nvidia, it's going to be these large trillion-dollar companies such as Alphabet, such as Microsoft, such as Amazon, and such as Meta.

Oh, by the way, all four of those companies are customers of Marvell. And so, what does Marvell do? It is a custom silicon provider. Now, this company only has 9 billion in trailing 12-month revenue.

So, and only about 7 billion of that, somewhere in there, is actually in the custom silicon for its big customers such as Amazon and Alphabet, but you know, 7 billion, it doesn't need to take very much.

It doesn't need Tranium or the TPUs to be very successful or to see a whole lot of growth in order for that to be a big driver in its own revenue in that specific the the custom silicon part of its business.

Nikquille mentioned Marll saying that it's getting killed and indeed that's one of our AI names that's gapping down here. This thing's down 8%.

I didn't see any other news for this, but let me check again. I know there was kind of a lot lumped in here... Here's what Marll looks like. I think we also have a trend line uh that we're going to have to deal with here today.

Marll got to hold its 50. We'll see if it's able to do that. That value 216 and a quarter, by the way. Um, I don't have any other new news here. So it looks like this is just kind of moving with the AI fears on that 13.

Next one, plan B, is MRVL. Now this chart isn't too dissimilar to the last one I told you as far as setup is concerned, but right, but you have an additional factor with you.

So, there is this beautiful obviously down sloping trend line, which I've already highlighted on the chart for you. But, the secondary pattern, which you know, I'd argue could be even more powerful, is an inverse head and shoulders pattern.

Left shoulder, head, right shoulder, right? This spells a breakout for me.

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.

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.

Um, honestly, "Credo," "Marvel," you know those, those people. While Avgo and Nvidia are probably the cheapest, even AMD, although more expensive, I'd say a little, let me see the expectations now.

So, if you go to, let me get it quick, if you go to Marvel, I'm at Marvel, and AMD is at 1.58. Marvell has a Profitability Growth Factor (PEG) of 1. Yes. So this is a coefficient of 1.

1.58 is the coefficient for "AMD" . Let's see. "Credo" is approximately 1. "Nvidia" is 0.75. 0.75. This is 1. Then if you go to "Broadcom". " Avgo", "Broadcom", " Broadcom" at 0.93.

Oh, we just did the math . Let me make sure it's still there . We literally just turned it on. 0.9. Yes. correct. So here. So, 0.9 . And now suddenly these men have started to become really cheap.

Like Salesforce, which went from nothing ridiculous, look, Salesforce is still at a coefficient of 0.91, 0.91 as an example. Bath at 0.92, ServiceNow at 153.92. Aya 1.53, I have an intention at.

0.9 , Axon 2.1. 2.19. What did you say about Intuit? I had already forgotten. I don't want to write it incorrectly and then get reprimanded. 0.9. You know, Snow is the anomaly here, isn't he ?

So, Snow is the anomaly in this insane assessment. But it's strange because these companies are making really good money , and they're being punished either because of fear, lack of margins, or because people think the bubble is over.

The only thing I can guess is. You know, when we look at this graph we have here. There is a fear that this shift in programming may not last. So, you know, I think if I look at this, I still like my opinion, and my conclusion is that I still like software right now.

But at some point, devices will become ridiculously cheap , to the point that they will once again become the new opportunity. Hmm, not yet. Perhaps we need an " anthropic retreat".

Good. I mean , Dell is doing well, but you also have the risk of splitting, right? Also, with regard to devices, this is where the risks of division come from. We've talked before about the risk of splitting here, where AI and frontier inference growth slows, while low-margin institutional inference explodes.

This may be what the markets are trying to explore, I don't know. if . My opinion remains that the software is really interesting. Snowflakes are really expensive. At some point, hardware becomes more desirable, but software is great.

I still believe that reaching the bottom in the third and fourth quarters is still possible. And depressions like Balantir are exploitable. In my opinion.

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.