VelvetLuna

VelvetLuna

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. ...

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...

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 ...

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.