$SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ $Marvell Technology(MRVL)$  Options trading now runs from 7:30 a.m. to 4:15 p.m. on about 30 stocks and ETFs, including these.

$Marvell Technology(MRVL)$  NOV20 245C is in play. Zone: $235.90 to $239.20 Invalidation: close under $230 Objectives: $247, then $257 The math: up 4.0% to the first objective and 8.2% to the second, against 3.2% risk on the invalidation, about 2.6 to 1 to the second. Think of this one like a good chair that got knocked over in a crowded room. Marvell fell hard last week and closed Friday at $227.83, then buyers stepped in and lifted it about 4% on the day. That is a swing bounce off a washed out stretch, and what it means is simple: the sellers took their best swing and the stock is still standing above $230. If it can push through $247, the room toward $257 opens up in a hurry. Watching $247 closely. It sat ne

$Tesla Motors(TSLA)$ Post-earnings, this could pull a $Microsoft(MSFT)$ -like move. Might even get back to green on the year and then run further. I'm expecting $450+ minimum by end of year.

$Marvell Technology(MRVL)$ If my analysis is right, Marvell should be able to move higher from here.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$  Some people keep bringing up the data center debate, circular financing questions, and whatever else they can find, but none of that is going to stop the AI revolution. You have to be in it to benefit from it.

$ERock, Inc.(EROC)$ Every analyst target is more than double the current price. For Q3, the main thing I'm watching is whether revenue comes in above $150 million. If that happens, a minimum of 10x 2027 revenue of $1 billion would point to roughly $50 a share. Bloom Energy is in a similar business but more expensive with a much longer wait time, and it's trading at 22x. EROC has a $1.7 billion backlog with Microsoft, Meta, and Anthropic.

$Penguin Solutions, Inc.(PENG)$ $Marvell Technology(MRVL)$ $Astera Labs, Inc.(ALAB)$ $Coherent(COHR)$ Listening to the big players, they are saying every borrowed dollar invested in AI infrastructure is generating a 20% return. They can't borrow enough. The idea that ROI concerns will spook them is FUD from analysts. The bigger players are saying investment will double near term to over $1.5T. Let's be clear, you don't finance a build and then pull the plug at 25% in. It's a 100-year investment in building a generational industry for the next century. Frankly speaking, the risk of under-investing vast

$Marvell Technology(MRVL)$ This could see $170. Staying cautious here. Long term it should move higher, but short term looks turbulent at best. Interest rates hit the big names harder.

$Marvell Technology(MRVL)$ Loading up in the 220-235 range. Once hyperscalers report and either maintain or raise capex, the AI slowdown narrative Wall Street has been pushing should fade pretty quickly.

$Marvell Technology(MRVL)$ Picking up some shares in after-hours trading. If I'm lucky, I'll sell one more large cash-secured put at the open going forward.

$Marvell Technology(MRVL)$ That's a major financial setback. The company day sounded really promising, and I still can't believe it's down 50 points since then.

$Marvell Technology(MRVL)$ I plan to add a bit more. We have seen this play out before. It is not like AI is about to disappear.

$Marvell Technology(MRVL)$  LWLG Marvell Technology (MRVL) and Lightwave Logic (LWLG) are getting a lot of market attention on the back of AI data center connectivity and higher long-term growth targets. For Marvell, the company raised its 2028 revenue target to $20 billion, and during recent investor events it laid out aggressive long-term data center expansion projections.

$Astera Labs, Inc.(ALAB)$ $Coherent(COHR)$ $Credo Technology Group Holding Ltd(CRDO)$ $Marvell Technology(MRVL)$  $Lumentum(LITE)$ While some are panicking, calmer traders seem to be taking advantage across the connectivity and optics space.

$Marvell Technology(MRVL)$  CPI doesn't have much to do with the company actually making money. The bigger news today is Anthropic, not the CPI. It just feels like they like to let the algos pick up on this stuff and crush the stocks.

$Marvell Technology(MRVL)$ Momentum oscillators are turning higher from oversold readings, which may support a rebound in the near term.

$Marvell Technology(MRVL)$  Bears must be frustrated right now. The market and MRVL just won't give them a break, and I almost feel bad for them.

$Marvell Technology(MRVL)$ The price action lately looks rough, but if you are feeling nervous, just hold. The selling over the past three days and that sharp drop at the open probably took out a lot of stop losses before it reversed hard. After that move, it ended up as one of the strongest names in the sector. Add in the Oracle and MSFT news, and it is hard to see this staying down for long. It was basically the only other green stock in the sector besides NVDA and AVGO.

$Marvell Technology(MRVL)$ Quite a recovery today. The bull/bear pivot has been regained.

$Marvell Technology(MRVL)$ 20ma reclaim and base structure hold. Not bad.