$Marvell Technology(MRVL)$ 219.74SPM has an 87.98 tag, and I see a case for revisiting $260.00 over the midterm.

$Marvell Technology(MRVL)$ US-Iran tensions and the possibility of failed negotiations are driving this broader red reaction across the markets. Patience is needed here. Looking forward to a positive earnings report on the 27th. Nothing else has changed, this is the usual overreaction.

$Marvell Technology(MRVL)$ Don't sell into the algo-driven headfake. It's all orchestrated. Just sit back, the market is still intact. Nothing has changed. Continue upwards into earnings.

$Marvell Technology(MRVL)$ Great company. Any major sell-off looks like a buying opportunity, and somewhere in the 150–175 range seems like a reasonable entry point.

$Marvell Technology(MRVL)$ The ENSC CEO just bought $450k in stock. They also have a company update call scheduled, and the stock is only up 4%.

$Marvell Technology(MRVL)$ Ideally it holds 217, which I think it will unless the whole market flushes. It has continued to show an uptrend since late July, and that upward trend still looks intact. It will likely trade within a range below 240 until earnings. I bought a few puts after closing out my calls. No need to be a bear or a bull, just trade both sides.

$Marvell Technology(MRVL)$  Every time this stock jumps double digits, the next day it drops double digits, or even more. I really don't get it.

$Western Digital(WDC)$ It was an exciting day. I sold my $500 calls for a big profit. On $Marvell Technology(MRVL)$ , I started trimming into the earnings run-up. I still think it will crush earnings, but I see a major rug pull coming. $Lam Research(LRCX)$  has a nice reverse head and shoulders setup. Stan D. loaded shares in the recent F13 filings, and I think it will run up nicely in the coming weeks.

$Microsoft(MSFT)$  The only "adverse" news I could find is that OpenAI is working with NVDA on data centers. Is that really bad news? MSFT was constantly getting hit for its close relationship with OpenAI, and now it's getting hit for distancing itself a bit from OpenAI. Which is it? SMH.

$Marvell Technology(MRVL)$ I really don't like overnight trading quotes, it's just noise to me. I think it was up around 6 at one point. It's been leaking all morning, and we need 300.

$Marvell Technology(MRVL)$ UBS lowered its price target on Marvell to $300 from $340, while keeping a Buy rating on the shares. The analyst noted in a research note that the firm's outlook is strengthening as AI infrastructure demand boosts optical and networking.

$Marvell Technology(MRVL)$ This one has been stubborn around the $220 range. If it breaks and holds above $230, I think we could see $260 in the short term.

$Marvell Technology(MRVL)$  I like POET. To me, it feels like MRVL tricked them and lied — turning around and buying another optics company right after. A judge should probably clear that up. But $50 million, possibly $500 million, would be nice to see. Wouldn't mind seeing another company step into this space as well, given how key data transmission over fiber optics is becoming.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ If things stay quiet on the geopolitical and economic fronts, the setup heading into Friday looks pretty solid. Climbing that wall of worry.

$Marvell Technology(MRVL)$  The monthly chart is looking really strong, and the weekly 20 SMA seems to be trying to set a floor here.

$Marvell Technology(MRVL)$ I'd be happy with 225, the setup is building and earnings are coming up soon. I think we're definitely heading back to 300.

$Marvell Technology(MRVL)$ Let me guess... now the all-in shorts are going to keep holding us under 230. The goalposts always shift when you're on the short side. I'm just sitting here waiting.

$Marvell Technology(MRVL)$  For intraday, VWAP continues to act as support... for now. The daily setup still looks really good.

$Marvell Technology(MRVL)$ Seeing some bears call for below $200 today, but it feels more like $240+ to me.

$Marvell Technology(MRVL)$ The chart still looks really strong for the upside. The stock is holding support around $220, which lines up with the previous trendline breakout level. Netflow signals are still extremely bullish. Immediate target is the 50DMA near $240, and there's a possibility it could run all the way to $288.