To The Moon

$Marvell Technology(MRVL)$ If we can reach 267 by Friday, we're back on track.

$Marvell Technology(MRVL)$  is still my largest position, even after trimming 25% around $300 to cover my initial entry at $66.

$Marvell Technology(MRVL)$ Some serious action showing up here. November calls are getting scooped up, with over $4.5M spent on the 11/20 $270 to $310 strikes. That's a lot of concentrated upside betting. The stock is up 3.7% and up 4.9% over five days. No fresh bearish flow to worry about either, and those big puts from last month are done. Momentum looks solid, with traders eyeing more gains into late November. Staying bullish while the uptrend is intact feels like the right read. Worth watching those call strikes if you're tracking the flow.

Frustrating one. I got too excited on $APPLIED DIGITAL CORP(APLD)$  and then got nervous about losing everything on my K.O.s. Ended up getting too close for comfort. I took the loss, got some capital gain taxes back, trimmed my dividend plays to raise cash, and loaded TFD with $Marvell Technology(MRVL)$ , $Advanced Micro Devices(AMD)$ , $NEBIUS(NBIS)$ , and META.

$NVIDIA(NVDA)$ $Marvell Technology(MRVL)$  Open source models only add to the need for more compute and more data centers. Business is going to stay booming for a long time. Physical AI and militaries around the world retooling with robotic systems and weaponry is going to be huge demand, not to mention logistics companies and more autonomy at home than ever. All of it is going to need the major infrastructure companies for years to come.

$Broadcom(AVGO)$ Anthropic's IPO filing and a large bank-backed financing arrangement for Broadcom AI chips and networking gear, along with a D.A. Davidson upgrade, have renewed attention on the company's AI demand outlook. Broadcom is projecting its AI semiconductor revenue to reach $115 billion in fiscal year 2027 and double to $230 billion in fiscal year 2028. The valuation looks inexpensive at these levels, and I think $400+ could come fairly soon.

$Marvell Technology(MRVL)$  3.2T connectivity sounds like a typo until you see what these AI racks are trying to move. That's the kind of thing that keeps me bullish on MRVL.

$Marvell Technology(MRVL)$  NOV20 240C, still actionable. Zone: $232.14 to $235.42 Invalidation: close under $223.69 Objectives: $248, then $262 The math: up 6.1% to the first objective and 12.1% to the second, against 4.3% risk on the invalidation, about 2.8 to 1 to the second. Think of a chip company that quietly wires up the giant data centers behind the AI boom, and then consider how buyers stepped in after an early dip and pushed the stock up more than 2 percent. This swing is built on that same strength, with the October 28 AI Networking Summit coming up as a straightforward reason for fresh eyes to look at the story again. If the move holds, the first stop is 248 and then 262, and a close under 223.69 tel

$Marvell Technology(MRVL)$ Trump has always been a showman. There will probably be a last minute surprise next week to make sure the market gets a good bounce.

$Vicor(VICR)$ $Everpure(P)$ $Astera Labs, Inc.(ALAB)$ $Marvell Technology(MRVL)$ Just a heads up. Vicor booked over $100 million in orders during the first two weeks of October alone. For perspective, their total physical product revenue for the entire third quarter was $130.5 million. Imagine panic-selling the recent dip when VICR dropped a solid 68.3% gross margin and $66.6M in high-margin royalty revenue. The bears seem completely blind to the model shift. This isn't a components factory, it's an IP licensing machine collecting pure-profit rent from the AI hyperscalers. With a $406 million backlog and