MRVL

I did sell most my momentum reversion trades from Monday — MRVL, INTC, NBIS. +8% to +22% Keeping my $400 TSM and $118 FLEX buys for now… TSM is a company I can ideally just keep as a cornerstone of the portfolio

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光互连的迈威尔 $MRVL 205.6抄了一下。 现在看着mrvl和康宁都很有性价比， 不过mrvl故事的业绩来的更快

Premarket movers Mag 7 stocks are all lower (Nvidia -2.4%, Amazon -1.4%, Microsoft -1.9%, Tesla -1.7%, Alphabet -1.5%, Meta Platforms -1.5%, Apple -0.1%). Chipmakers and other AI-related firms are set to extend their selloff amid a broad unwind of the tech trade. Marvell Technology (MRVL) -2%, Qu

July 16th 收盘更新：还是空仓 $MU 收盘在了853这个位置 夜盘跌破了840 我个人觉得有点超跌 应该会有反弹到940 然后继续往下跌 820如果有支撑是买入机会 如果820跌破会继续往下跌 我个人觉得还会往下跌 $MRVL 收盘188 Same with $MU A little bit overreaction right here, tmr might be a bounce to 180-200 and likely rejection to 160. $INTC close at 96 and gap down to 94, and its heading to 70

Whales are aggressively loading up on $MRVL, slamming over $8.4M in high-conviction call premium straight into the ask. Institutional buyers are heavily targeting the August and September expirations, signaling massive upside positioning in the chipmaker.

I’m not sure if you’re aware but the entire AI sector is dropping indiscriminately right now. A $1T company like Samsung is down -26% this month. $MRVL is down -31%. So higher beta names tend to move a lot more like $AAOI and $SIVE with their 50% drops. But recoveries tend to be a lot more volati

做多一揽子科技半导体股票的「山顶洞人」已经浮亏 767 万美元了🥶 1939 万美元的仓位包含 $MRVL / $SNDK / $SKHX / $MU / $NBIS / $CRCL / $ZHIPU 等，其中大头亏损来自于迈威尔科技、海力士和闪迪，三个股票浮亏达到 645 万美元，占总浮亏的 84% 好在目前保证金足够，离清算还有较大距离，能抗挺久的 传送门 👉 d.pro/portfolio/0x51…

今日Update： 我现在还是空仓 但我觉得反弹快要来了 所有的semi leaders break down continue $MRVL 217 heading down to 192 $INTC support at 98, good buying opportunity if there is support here $MU 在890 这个位置尝试找bottom 在这个位置如果再有支撑是好的买入机会 patiently waiting https://x.com/kovainvest/status/2072690849725481124

$218. that's where $MRVL sits right now, down from a $228 open. and institutions just spent $15.1M telling you they don't care So we asked flowly what it's seeing in $MRVL. this is what came back https://x.com/1499592647404658688/status/2076667886039597394