BP

Just an investor trying to double 100k seven times
100k ➡️ 12.8m. CURRENT PORT $NOK $MU $PENG $AAOI $MRVL $DRAM

DYOR NFA

[BP @BPAlphaedge]

I am moving into a mixed portfolio credit to @michaelsikand

$MU $AAOI $PENG $NOK $MRVL

I think he’s spot on these stocks.

All great companies and why pick one when you can have them all. Might sit in these a while. And ride it out.

[BP @BPAlphaedge]

@SixSigmaCapital MU and DRAM

[BP @BPAlphaedge]

A good example with $MRVL

It has begun another leg. Broke through top resistance last week

[BP @BPAlphaedge]

IMO Monday is a pivotal day for $PENG in the short term.

If we close in the green the new leg has begun.

Sitting at top resistance in the downtrend, and a Green Day pushes it through this.

If red I think lows of $56.00 could be tested again.

[BP @BPAlphaedge]

If you had to make a bet of % return in the next year what stock has the highest return?

[BP @BPAlphaedge]

Back into $ASTS

Feels cheap here.

Let’s get those satellites in space tomorrow.

[BP @BPAlphaedge]

Out of asts. Didn’t do what I thought it would lost 3% can’t win them all

[BP @BPAlphaedge]

I should be transparent I’m actually in

$ASTX

Leveraged $ASTS

[BP @BPAlphaedge]

New swing

$ASTS

Launching 3 satellites tomorrow this play might be quick.

Follow the momentum here.

[BP @BPAlphaedge]

Moved into $ASTS

[BP @BPAlphaedge]

Thinking about moving into $ASTS here at open

Anybody thoughts?

[EliteOptionsTrader @EliteOptions2]

$MRVL could be one breakout away from becoming the market’s next trillion-dollar story

Just two days after $MRVL gapped through 225, it printed new ATHs at 324.

$MRVL was stuck in a 70 pt range between 250 and 324 the last two weeks, but bulls have pushed it right back towards ATHs. If $MRVL can break above 325, 400 could come before July, and if bullish momentum continues to dominate price action 500 could come before summer ends.

Trade Idea 🚀
$MRVL above 319
Swing Trade: 7/17 450C
Day Trade: 6/26 350C

$MRVL has seen extremely bullish action the last two weeks, but the best case scenario depends on 324: while consolidating here for a bit would be healthy, it's also possible that buyers break through ATHs like nothing and the bullish momentum keeps up until it hits 400.

If 400 has little resistance, 500, and $500B MCAP at 571, could happen in the same move.

[KawzInvests @KawzInvests]

$MRVL joins the S&P 500 on June 22. It is already up 75% in the past month before a single index fund has bought a share.

Matt Murphy on the Q1 call: "We are seeing exceptional AI-related bookings, and as a result, we are significantly raising Marvell's revenue outlook for both fiscal 2027 and fiscal 2028."

Q1 revenue came in at $2.418B, up 28% year-over-year. Q2 guided to $2.7B at the midpoint, 35% year-over-year growth. Operating cash flow hit a record $638M in a single quarter.

Marvell sits at the physical layer of AI infrastructure. It makes the 800G and 1.6T optical interconnects moving data between GPUs, the 51.2T Ethernet switches connecting clusters, and the custom XPUs being designed directly into hyperscaler next-generation architecture. Every dollar of hyperscaler capex this year flows through hardware that needs what Marvell builds.

June 1 it released the industry's first 102.4 Tbps switch purpose-built for AI data centers. Jensen called it the next trillion-dollar company at Computex. At $272B market cap today that implies more than 3x from here if he is right. $MRVL $NVDA $CIEN $AAOI

[BP @BPAlphaedge]

@scottjmurphy_ @Remzztrades $MVLL

[BP @BPAlphaedge]

@scottjmurphy_ @Remzztrades No lol

[BP @BPAlphaedge]

@bigjoecup @RealJGBanks It’s beginning a new leg. Next small back off I’d buy

[BP @BPAlphaedge]

Already up 10% on my entry on $MVLL from last night.

Caught a nice 11% on $MUU from Friday to Sunday

21% in 2 days. Life is good

[BP @BPAlphaedge]

Update :)

[BP @BPAlphaedge]

Gave you this here

[BP @BPAlphaedge]

$MRVL ready to break out any second

[BP @BPAlphaedge]

@JasonL_Capital Anybody in the industry knows solar sucks. Inefficient and takes too much sq footage. Solar and wind are dinosaur age. Nuclear is much higher possibility. Solar stocks are shitters getting pumped by this market. $TE