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18Hi, my watchlist is sounding the alarm because $MRVL (-4.06%) is currently moving sharply downwards? I can't see the reason yet. Where do you see entry prices? One consideration (for my little pig FOMO^^) would be to take a first tranche at €110. What do you think?
I would like to buy a few eleven shares before 3:30 pm.
However, I'm at my financial limit this month as I've moved house, had to buy furniture and large electrical appliances, paid the rent for the old and new apartment, paid the deposit for the new one and haven't received it back for the old one yet, and my wages haven't arrived yet either. I would therefore like to liquidate an existing position instead of using new capital.
Now I've been looking at my portfolio for a few hours and am very undecided and can't find any candidates to sell. Perhaps Marvell is the closest candidate $MRVL (-4.06%) as they are not profitable, although they used to be (fundamentally weak?) 😏
What do you say, which position could I liquidate?
Click here for the portfolio:
Chart technique from the picture book II
Eyes Lips Face
e.l.f. cosmetic - New York
$ELF (+5.42%) is for everyeye, lip and face.
@Tenbagger2024 😇 had asked me to take a look at the $NU (-11.11%) to look at the chart. I followed this request on the overcrowded train to Vienna. Unfortunately there was no room to open the laptop, so I used my cell phone ☹️
The drawing is unfortunately a bit inaccurate as the train kept shaking me 🙈 but it certainly looks good for Nu
as a little bonus there is still $MRVL (-4.06%) on top 😌
Drive if you can, people have almost started fighting for seats 🤯
We're bullish on the long-term potential for $MRVL (-4.06%) .
Marvell's expanded partnership with Amazon AWS, including custom AI products and Ethernet switching silicon, strengthens its position in the AI computing market.
The company recently reported 98% year-over-year growth in its data center business, with data centers now representing 72.6% of total revenue.
$MRVL (-4.06%) Marvell Technology reported earnings
Q3 FY2025 results ended on October 31st 2024
- Revenue: $1.52B, +7% YoY
- Net Loss: $676.3M vs -$164.3M YoY
- Operating Cash Flow: $536.3M, +7% YoY
- GAAP Loss per Share: -$0.78 vs -$0.19 YoY
CEO Matt Murphy: "Marvell's fiscal third quarter 2025 revenue grew 19% sequentially, well above the mid-point of our guidance, driven by strong demand from AI. For the fourth quarter, we are forecasting another 19% sequential revenue growth at the midpoint of guidance."
Revenue & Growth
- Data Center: $1.10B, +98% YoY
- Enterprise Networking: $150.9M, -44% YoY
- Carrier Infrastructure: $84.7M, -73% YoY
- Consumer: $96.5M, -43% YoY
- Automotive/Industrial: $82.9M, -22% YoY
Profits & Financials
- GAAP Gross Margin: 23.0% vs 38.9% YoY
- Non-GAAP Gross Margin: 60.5% vs 60.6% YoY
- GAAP Operating Loss: $702.8M vs $146.3M YoY
- Non-GAAP Operating Income: $373.0M vs $354.1M YoY
Business Highlights
- Custom AI silicon programs now in volume production
- Strong cloud customer demand for interconnect products
- Restructuring related charges of $358.3M
- Stock repurchases of $200M during Q3
- Dividend payments of $51.9M
Future Outlook
- Q4 Revenue: $1.80B ±5%, +26% YoY expected
- Q4 GAAP Gross Margin: ~50%
- Q4 Non-GAAP Gross Margin: ~60%
- Q4 GAAP EPS: $0.16 ±$0.05
- Q4 Non-GAAP EPS: $0.59 ±$0.05
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$MRVL (-4.06%) Marvell Technology's strong Q2 results and ambitious AI revenue targets signal significant growth potential, driven by robust demand in the data center infrastructure market.
The company is still working on establishing solid profitability, but is expecting 17-18% CAGR top line growth through FY25.
Anyone bullish on this stock?🤔
$MRVL (-4.06%) is capitalizing on AI demand with custom silicon solutions, targeting a $421 billion AI market by 2033.
Data center revenue soared 92% year-over-year in Q2, now making up 69% of total revenue. Seeing strong potential upside for the second half. This one on anyone else's holdings or on your radar?🤔
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