$NVIDIA(NVDA)$   Nvidia (NVDA) plans to start shipping small volumes of an AI chip designed for Chinese customers by the end of the year. The Information reported on Thursday, is cited by two employees. The chip giant did not immediately respond to a Reuters request for comment. Reuters could not independently verify the report.

$NVIDIA(NVDA)$   Headline News For Nvidia (NVDA) NVIDIA (NVDA) closed at $217.56 ahead of its upcoming fiscal Q2 earnings report scheduled for August 26, 2026.  Wall Street expects revenue to more than double year-over-year to over $91.5 billion, driven by rock-solid artificial intelligence demand, strong hyperscaler commitments, and easing export restrictions allowing H200 chip shipments to regions like China.  Key Stock Drivers Upcoming Earnings:  Reporting on August 26, 2026, with high expectations for robust Q3 guidance around $105 billion.  Valuation Talk:  Bank of America analysts note that NVIDIA trades at a notable valuation discount relative to its historical pace and peers, de

$NVIDIA(NVDA)$   Nvidia will invest US$1.5 billion in SoftBank-backed SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data centre developer for OpenAI. The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn scrutiny over the circular flows of funds from the chipmaker to its biggest customers. Leading tech firms are increasingly tying together chips, power and data centre development as they race to secure the infrastructure needed for increasingly power-hungry AI models. @JC888 

$NVIDIA(NVDA)$   Nvidia will invest US$1.5 billion in SoftBank-backed SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data centre developer for OpenAI. The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn scrutiny over the circular flows of funds from the chipmaker to its biggest customers. Leading tech firms are increasingly tying together chips, power and data centre development as they race to secure the infrastructure needed for increasingly power-hungry AI models. @JC888

If I had to choose one for the next 2–3 years, I would pick Marvell (MRVL). The key distinction is that CPO is not simply an “optics boom”. It changes where the value accrues. 1. Marvell: best overall CPO exposure Marvell is positioned across the interconnect stack rather than relying solely on optical modules. Its Celestial AI acquisition gives it Photonic Fabric for scale-up CPO, with management targeting a US$500m annualised run-rate by FY2028 Q4 and US$1bn by FY2029 Q4.  That is potentially a much larger incremental opportunity than merely selling more transceivers. 2. AXT: my second choice, but potentially the biggest near-term torque AXT is becoming a critical upstream bottleneck. Q2 InP revenue hit a record US$30.7m, versus US$13.6m in Q1, driven by AI optical demand.  The

$Marvell Technology(MRVL)$  yes

$Marvell Technology(MRVL)$  wow 

$Marvell Technology(MRVL)$  i hope it can turn green today.

$Marvell Technology(MRVL)$   After all the big deals coming in recently its about time Marvell entered the 500. Its only up from here!

$Marvell Technology(MRVL)$  buy on rumour sell on news. Will wait for price stable and supported well then entry 

Marvell became one of the hottest names in the AI infrastructure trade. One Tiger made over $100K. $Marvell Technology(MRVL)$ 👏 Congrats to @caesar2288 for going bullish on Marvell and making a $100.9K gain. 👏 Congrats to @Thorfoo for buying Marvell call options and making a $48K gain. So why did Marvell rally? First, the earnings were strong Marvell reported fiscal Q1 revenue of $2.418 billion, up 28% year over year and slightly above analyst expectations. Its data center business brought in $1.83 billion, up 27% year over year and 11% quarter over quarter. Data centers now account for 76% o

$Marvell Technology(MRVL)$  If I were considering MRVL today, I would wait for a pullback rather than chase the inclusion rally. Bull case: • S&P 500 inclusion creates near-term passive fund demand. • Strong exposure to AI networking and custom silicon. • Jensen Huang's endorsement has boosted investor confidence. • AI infrastructure spending remains a powerful secular tailwind. Bear case: • The stock is already trading above most analyst price targets. • S&P 500 inclusion is widely known and largely priced in. • Passive-buying events often create "buy the rumour, sell the news" setups. • Expectations have become extremely high, leaving little room for disappointment. For investors who already own MRVL, I would be inclined to hold. Fo

Hey everyone, Last Friday's NFP shock gave us a real-time test of the framework we discussed just two hours before the print. While the market was leaning hard into the rate-cut story, I flagged two things: low expectations did not automatically mean a weak labor market, and the market was not pricing in enough risk around a higher-for-longer or more hawkish repricing. Since the livestream was conducted in Chinese, the slides shown below are excerpts from the original Chinese PPT used during the session. The print came in hot, risk assets came under pressure, and the cross-asset moves largely followed the path we discussed in the livestream. [Call #1: The leading indicators were already warning us] The market was leaning too far into the dovish story that night, but the underlying data tol

$Marvell Technology(MRVL)$  #Marvell Surges 33% After Jensen Huang’s Trillion-Dollar Call — Revolutionary AI Winner or a Dangerous Chase? #MRVL #NVDA #AVGO #AI #Semiconductors #CustomSilicon #ASIC #XPU #AIInfrastructure #DataCenters #TigerTrade Marvell Technology’s explosive rally is understandable, but I would separate two very different questions: 1️⃣ Can Marvell become one of the most important semiconductor companies of the AI era? 2️⃣ Is $MRVL attractive immediately after a 32.52% one-day surge? My answer is yes to the first question, but probably not at any price to the second. NVIDIA CEO Jensen Huang calling Marvell the “next trillion-dollar company” is an extraordinarily powerful endorsement. It is especially meaningful because NVIDIA

$Marvell Technology(MRVL)$   Good things are worth the wait

$Marvell Technology(MRVL)$  market manipulation at its finest but we can always rely on tech companies to boost portfolios

$Marvell Technology(MRVL)$  The custom silicon race just got a massive stamp of approval from the king of AI himself. As highlighted in image_9.png, Marvell Technology (MRVL) exploded a staggering 32.52% to secure a brand-new all-time high. The fuse was lit after Nvidia CEO Jensen Huang appeared side-by-side with Marvell's CEO and boldly declared that the chipmaker would become the next trillion-dollar company. This powerhouse endorsement completely ignited the custom silicon (ASIC/XPU) narrative, firmly cementing Marvell’s critical role as a vital supplier to hyperscale cloud operators building out proprietary compute infrastructure. The momentum rippled across the sector, pushing Broadcom (AVGO) to a record high on the exact same day, with