Just some TLDRs of stuff I found interesting:
- $Sandisk(SNDK.US) 80% adjusted gross margins projections through 2030, ~75% operating margins and ~50% adjusted FCF margins from investor day. LTAs already 2/3rd of 2028 output. Minimum contracted revenue reaches $93B (MC is currently ~$239B)... Hard to be a cyclical stock when your revenue/targets are expected to continue 4Y later into 2030.- $Coreweave(CRWV.US) signs contracts for 6Y old $NVIDIA(NVDA.US) A100 GPUs through 2029. For Neoclouds like Nebius/Iren, this is positive, since it's a counterargument for eg. Burry depreciation short thesis- conventional DRAM gross margins eg. Micron is estimated to reach an unprecedented 95% by 2027, surpassing HBM GMs per UBSread through for legacy/standard dram players like Nanya/Winbond should go brrrr if projections are correct. - Anthropic reportedly achieved 14x+ YoY growth and roughly 2.4x sequential revenue growth q2 to >$11.5B,. estimating growth to $190โ200B in 2028r evenue numbers.Your frontier labs keep growing at stupidly fast paces, it would be worrisome if they didnt. - $NVIDIA(NVDA.US) reportedly in talks to invest $3B in SB Energy (Softbank subsidiary), creates a >$500B compute financing push with Apollo, BlackRock, Blackstone, Brookfield, Goldman, and others. $NVIDIA(NVDA.US) Feynman reportedly moves to TSMC A16 + SoIC + custom HBM + CPO in H2 2028Just more nvidia news every day- $Microsoft(MSFT.US) Maia 300 discussed $Taiwan Semiconductor(TSM.US) capacity for >300k units in 2027, with expansion to 1m+. Unveils as soon as September. Likely $Marvell Tech(MRVL.US) should be more happy from this news. For what's happening right now:- maybe GUC for Microsoft current ASIC ramp. - For the Amazon party, stuff like Alchip (I do own shares), likely is ramping now with $Amazon(AMZN.US) ASIC program H2 2026...So might be a good idea to look at hyperscaler ASIC ramp timelines + their beneficiaries. - $Taiwan Semiconductor(TSM.US) VP of Advanced Packaging stated "the industry is likely to face not only memory shortages but also tight ABF substrate supply over the next few years"... Emphasis on few years for memory + ABF substrates for bottlenecks. Even upstream abf substrate equipment providers are happy, eg. Eternal Precision which uses vacuum lamination equipment stated orders surged, their plants have been running at full capacity, and 20%+ price hikes. - $Applied Materials(AMAT.US) expects advanced packaging revenue to grow >70% in 2026, versus prior >50%, and said customer discussions now extend all the way to 2030(not too familiar with this company, but found their growth rate from 2025 Q4 $6.8B ->$7.01B -> 7.91B -> $9.12B -> $10.25B Q4 2026 projections pretty interesting)- Google said at OCP APAC said conventional 48V is running out of headroom. $NVIDIA(NVDA.US) detailed an 800VDC MGX-compatible rack H2 2026 (timeline, Delta / Lite-On beneficaries)- Aside from $Sandisk(SNDK.US), Nanya LTAs cover 50% of capacity. CXMT signed multi-year DRAM agreements last month, so entire memory industry seems to be following same playbook as ur big 3. - Probe cards remain a bottleneck, MPI(6223) said their probe card capacity remains fully utilized because demand exceeds supply. Already covered the CW laser bottleneck with $Applied Optoelectronics(AAOI.US), $SIVE, and $Lumentum(LITE.US) earlier this week, but that's another fun one.- some MLCC/component lead times have hit 36 weeks per Nichidenbo.Your Samsung Electro-Mechanics, Taiyo Yuden, Murata, players should be very happy to hear this. TLDR: AI supply chains go brrr.
Share your thoughtsWhat's on your mind?
0 / 2,000
- V
๐โ๏ธIn generic as a whole it was a good week rebounding back to normal pace. Interesting stocks such as SNDK and MU always hit the Top ranking. NVDA is swinging as per its norm. Am losing my patience on it๐ Will need to focus on MRVL and Intel more for next week. Tesla and SPCX are catching up for more. Nebius and CoreWeave shall see later session to wrap up for this rebounding steady and soft week, finally call another TGIF as am waiting to chill more๐บ๐ธ๐ฐ๐ท๐คบ๐๐๐ชโ ๐๐๐๐ซ
Featuredโ๏ธ [Task Coins Giveaway] Daily Market Talk โ Reddit Joins S&P 500 as CDL Profit TriplesReddit will join the S&P 500 next week, and its stock jumped after hours on the news, capping a record-setting session for US stocks. In Singapore, $CityDev(C09.SG) surged about 9% after first-half pr...
- V
$Marvell Tech(MRVL.US)
๐ Surges on AI momentum. It faces valuation strain. Trade recap show sharp rallies and pullbacks; insights highlighted optical interconnect leadership; risk management requires caution on stretched multiples, customer concentration and AI capex sustainability. Of late rebounding on the way back after a long haul.
Jensen endorsed it as the next trillion dollar co ๐ฐ
On a longer runway it may touch USD300 to 400 ๐ซโ ๐
Trade Showcase: Trade, Show & Earn Rewards! - S
Took paydays off on $Formfactor(FORM.US) $Coreweave(CRWV.US) $SK Hynix(SKHY.US) $Marvell Tech(MRVL.US) some for excellent profit some for great profit. I now settle into the full swings. (all recent purchases, charts on some posted)
Source: Sunrise Trader
- S
$Marvell Tech(MRVL.US) my no green to red stop hit today. I made $ on the trade the name goes back on watch.
Source: Sunrise Trader
- S
$Marvell Tech(MRVL.US) took my paydays off for good payday %. You know the drill.
Source: Sunrise Trader
- E
Citi: Optical
Core Market Growth > Market Opportunity: The global optical interconnects market is expected to hit USD 92 billion by 2028 (with a 65% 3-year CAGR), accompanied by an Average Selling Price (ASP) growth of an 18% CAGR.Optical Chip > Optical Chip Demand: Total demand is estimated at 1.714 billion units by 2028 (~62% to 63% CAGR from 2025). > CW Laser Chips: Projected to see explosive growth to 987 million units by 2028 (~114% CAGR). > EML Chips: Projected to reach 718 million units by 2028 (~34% CAGR).$Applied Optoelectronics(AAOI.US) $Macom Tech(MTSI.US) $Coherent Corp.(COHR.US) $Lumentum(LITE.US) $Marvell Tech(MRVL.US) $Broadcom(AVGO.US) - F
BofA at 1550 on $Micron Tech(MU.US) and the thing still only did +8% yesterday while MRVL did 14% ๐ holding 40 shares avg 712, not adding up here, want to see what SNDK prints tonight first.
- M
Broad strength today and non-stop rally!
Top gainers for me: $QQQ $SPY $Corning(GLW.US) $Sandisk(SNDK.US) $Bel Fuse-B(BELFB.US) $Amkor Tech(AMKR.US) $NetApp(NTAP.US) $Marvell Tech(MRVL.US) $Brady(BRC.US) - H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $Marvell Tech(MRVL.US) Marvell Unveils New AI Memory Infrastructure Innovations at FMS 2026
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ ๐ฎ๐ฟ๐๐ฒ๐น๐น expands its AI memory infrastructure portfolio for hyperscalers.โค New innovations span AI storage, ๐๐ซ๐ memory expansion, and optical shared memory.โค ๐๐ฟ๐ฎ๐๐ฒ๐ฟ๐ฎ ๐ฆ๐๐ฒ PCIe 6.0 SSD controller doubles performance versus SC5.โค SC6 supports NAND from multiple suppliers for greater deployment flexibility.โค ๐ฆ๐๐ฟ๐๐ฐ๐๐ฒ๐ฟ๐ฎ ๐ซ enables rack-scale memory expansion and pooling.โค Portfolio helps reduce ๐๐ฃ๐จ stalls and improve AI token efficiency.โค Solutions address growing AI memory demands from larger models and KV caches.โค Marvell advances pod-level memory sharing with ๐ฃ๐ต๐ผ๐๐ผ๐ป๐ถ๐ฐ ๐๐ฎ๐ฏ๐ฟ๐ถ๐ฐโข technology.โค Platform is designed to improve AI infrastructure utilization and lower ownership costs.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Strengthens Marvell's position in AI memory infrastructure beyond networking chips.โค Addresses one of AI's biggest bottlenecks: memory bandwidth and data movement.โค Supports hyperscalers building larger, more efficient AI inference clusters.โค Expanding AI memory demand could drive long-term growth for Marvell's data center business.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐ช๐ถ๐น๐น ๐๐ต๐, Executive Vice President and General Manager, Custom Cloud Solutions, Marvell:โAI infrastructure is moving beyond isolated servers to systems where compute, memory and connectivity operate seamlessly together. As AI scales, memory must scale more independently of compute so resources can be deployed where they deliver the greatest value. With the industryโs broadest AI memory infrastructure portfolio, Marvell is helping customers improve utilization, boost token efficiency and scale AI without compromising performance, power or cost.โ๐๐น๐ฎ๐ป ๐ช๐ฒ๐ฐ๐ธ๐ฒ๐น, Co-Founder and Technology Analyst at 650 Group:โAs AI workloads grow larger and more complex, memory capacity, bandwidth, latency and data movement are becoming primary constraints on AI performance. Marvellโs memory and storage portfolio gives hyperscalers and cloud providers a strong foundation for building scalable, efficient AI systems capable of supporting increasingly advanced workloads.โ - V
$Marvell Tech(MRVL.US)
$Intel(INTC.US)
My two cents for the day.
- H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $Marvell Tech(MRVL.US) Marvell to Showcase AI Memory and Storage Portfolio at FMS 2026
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ ๐ฎ๐ฟ๐๐ฒ๐น๐น will showcase AI memory and storage solutions at ๐๐ ๐ฆ ๐ฎ๐ฌ๐ฎ๐ฒ.โค Event runs from ๐๐๐ด๐๐๐ ๐ฐโ๐ฒ in Santa Clara, California.โค Company highlights next-generation ๐๐ ๐บ๐ฒ๐บ๐ผ๐ฟ๐, storage, and connectivity technologies.โค Portfolio includes ๐ฃ๐๐๐ฒ ๐ฒ.๐ฌ enterprise SSD controllers.โค Showcases ๐๐ซ๐ near-memory acceleration, memory expansion, and switching.โค Features ๐ข๐ฐ๐๐ฒ๐ผ๐ป ๐๐ฃ๐จ for network storage applications.โค Demonstrates ๐ฃ๐ต๐ผ๐๐ผ๐ป๐ถ๐ฐ ๐๐ฎ๐ฏ๐ฟ๐ถ๐ฐ technology for optical scale-up.โค Marvell executives will present AI memory infrastructure strategies throughout FMS.โค ๐ ๐ฎ๐ฟ๐ธ ๐๐๐ฒ๐บ๐ฒ๐ฟ๐น๐ฒ will deliver the keynote "The Accidental Architecture of AI" on August 5.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Highlights Marvell's expanding role in next-generation ๐๐ ๐ถ๐ป๐ณ๐ฟ๐ฎ๐๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒ.โค Addresses growing demand for higher ๐บ๐ฒ๐บ๐ผ๐ฟ๐ ๐ฏ๐ฎ๐ป๐ฑ๐๐ถ๐ฑ๐๐ต and lower latency.โค Positions Marvell to benefit from rising investment in ๐๐ ๐ฑ๐ฎ๐๐ฎ ๐ฐ๐ฒ๐ป๐๐ฒ๐ฟ๐.โค Reinforces industry focus on memory and interconnect as key AI bottlenecks. - E
CMB International: CPO
> CPO Market Growth: Co-packaged optics (CPO) are projected to experience rapid expansion with a 219% revenue CAGR over 2025โ30E, including 300%/350% YoY growth in 2026E/27E, driven primarily by early adopters.> Pluggable Optical Modules: Traditional pluggables will continue steady volume and technology growth, posting a 30% CAGR over 2025โ30E alongside 58%/33% YoY growth in 2026E/27E.> Market Dynamics & Roles: CPO is not an immediate replacement for pluggables. Pluggables remain the near-term volume engine, while CPO/NPO act as faster-growing extensions addressing escalating AI network power, density, and copper-reach constraints.$Lumentum(LITE.US) $Coherent Corp.(COHR.US) $Applied Optoelectronics(AAOI.US) $Marvell Tech(MRVL.US) $Broadcom(AVGO.US) - V
Finally see green as said never ever give up$Marvell Tech(MRVL.US)
โฌ๏ธ๐๐ฏ๐โ
Trade Showcase: Trade, Show & Earn Rewards! - V
$Micron Tech(MU.US)
MU is well positioned for continued growth, fueled by AI infrastructure demand and tight memory supply. Analysts expect a return to record highs within months, but volatility and supply expansions risks remain.
On a whole, I am in favour to this trade.
This week I supposed to take a glance of a few good others such as
$Marvell Tech(MRVL.US)
$Intel(INTC.US)
$SpaceX(SPCX.US)
Where almost all turned โค๏ธ
They always said, bite the bullet and hold your ๐
Hope this works to close drying July!โฌ๏ธ๐๐๐๐ ๐น๐ฏ๐ฅณโ๏ธ๐ฅ
Trade Showcase: Trade, Show & Earn Rewards! - S
$Marvell Tech(MRVL.US) no green to red stop hit all out made just shy of 3% on these common shares. No position left.
Source: Sunrise Trader
- V
Stocks that I guess will goes up later
1. $SK Hynix(SKHY.US)
2.$Taiwan Semiconductor(TSM.US)
3.$Marvell Tech(MRVL.US)
4. $Intel(INTC.US)
Just watch ๐
โ๏ธ [Task Coins Giveaway] Daily Market Talk โ Alphabet's $200B Capex Bill Comes DueThe AI capex bill everyone was dreading finally landed. Alphabet beat on sales and grew Cloud 82%, but guided 2026 spending to a staggering $195-205B, swung to negative free cash flow, and fell about ...
- S
Hello stock fans. If already long gap ups offer an opportunity to take some profit out of the market and/or move up stops. I am moving some stops and will likely take paydays on $Ciena(CIEN.US) $Marvell Tech(MRVL.US)
Source: Sunrise Trader
- E
According to a senior engineer at Inphi:
> Hyperscalers prefer to stay on 800G as long as possible to maximize existing infrastructure investments unless specific inference workloads (like long-context or domain-specific enterprise models) necessitate a faster migration to 1.6T.>While some anticipate 3.2T deployment by late 2028, a true majority market field deployment is more realistically expected closer to 2030.> Regarding Credo, the expert notes that the company operates in a similar space to Marvell's scale-up segment and achieved major success by dominating the active copper cable market with a well-timed solution after nearly failing in the past. Many of Credo's engineers previously worked within the expert's group at Marvell, and they are recognized as having strong engineering capabilities. Credo initially capitalized because Marvell's product management and roadmap focus were directed toward optical connectivity rather than that specific copper segment. However, the expert believes that Marvell's next-generation offerings position them on par or ahead in the ongoing race, even though Credo will not easily relinquish its dominant position.$Marvell Tech(MRVL.US) $Credo Tech(CRDO.US) - T
$Marvell Tech(MRVL.US) down like 30% off the highs and everyone forgot the custom silicon story. AWS Trainium and Google's own chips run through Marvell. KeyBanc still has it at 400. i added a bit here, hyperscaler capex is not slowing down
