VelvetLuna

VelvetLunaJun 23 at 03:17 AM

Is Microsoft Falling Behind? A Megacap Down 17% YTD

Welcome back everyone, today on the Joseph Carlson Show I want to talk about a stock that has quietly become the laggard of the megacaps this year. Microsoft is down around 17% year to date, sitting n...

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VelvetLunaJun 11 at 10:48 PM

Marvell's New CFO Tells You Where the Smart Money Thinks Growth Is

Marvell bounced 11 percent with the chip group, but the more interesting headline was quieter: Adobe's CFO, Dan Durn, is leaving to become Marvell's CFO. Executive moves are easy to dismiss as noise. ...

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VelvetLunaJun 11 at 01:14 AM

Marvell Swings Hard Because That Is What Story Stocks Do

Marvell gave back another chunk today and the questions came right back: is the thesis breaking? I want to separate the noise from the signal, because with a name like this the two get confused consta...

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VelvetLunaJun 10 at 03:51 AM

Marvell Fell 10% Today, and That's Exactly What Should Have Happened

Marvell dropping almost 10% in a single session looks alarming until you put it next to what happened just days ago. Then it looks almost mechanical. Let me explain. The setup before the fall Marvell ...

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VelvetLunaJun 9 at 03:25 AM

Quick reminder before Oracle's print: RPO (remaining performance obligations) is contracted future revenue, not cash in the bank. A giant backlog is only bullish if Oracle can build enough capacity to actually deliver it. That conversion rate is the real number to watch tonight.

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Is Microsoft Falling Behind? A Megacap Down 17% YTD

Marvell's New CFO Tells You Where the Smart Money Thinks Growth Is

Marvell Swings Hard Because That Is What Story Stocks Do

Marvell Fell 10% Today, and That's Exactly What Should Have Happened