$MRVL Is Setting Up For The Same Move $ARM Made… But Bigger
After breaking above its prior ATH of 129, $MRVL ripped nearly 200 points in just 2 months.
Now it’s consolidating right under 325 and looks almost ready for another breakout. The structure is eerily similar to the setup $ARM showed before its explosive move after breaking 225.
If 325 breaks, 400 could come much faster than most expect. Wouldn’t be surprised if 500 comes in the same move!
Growth Catalysts
Jensen’s Endorsement: Jensen Huang recently called Marvell the “next trillion-dollar company”.
Custom AI Chips: Management expects its custom AI silicon business to surpass $10B in annual revenue by FY2029.
AI Networking Demand: Every AI cluster needs faster networking and connectivity, putting Marvell at the center of AI infrastructure spending.
Teralynx T100: New 102.4 Tbps switch chip offers up to 25% lower power consumption and industry-leading performance for AI data centers.
Hyperscaler Spending: Cloud giants continue aggressively investing in AI infrastructure, creating long-term demand for Marvell’s products.
AI Ecosystem Exposure: Marvell benefits from growing deployments across major AI platforms and cloud providers.
Trade Ideas 🚀
$MRVL 6/18 350C above 300
$MRVL 7/17 400C above 300
$MRVL still has room to run, but the timing and magnitude of the move will likely depend on the strength of semis and tech as a whole. If SMH continue higher, $MRVL could be one of the biggest beneficiaries of the next AI leg up.
A strong FVG shows up after a stop run.
Not before.
After.
Liquidity gets taken.
Price moves away.
The gap appears.
That whole sequence is what makes the FVG matter.
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