Marvell (MRVL) Stock: Bull Case, Bear Case & Milestone Tracker Ahead of Aug 27 Earningshttps://open.spotify.com/episode/5yWyEKCeDuBXwf95YP4da3?si=EDqDQ51pRhGQn1QyA89zoA
New episode of OrderFlow is up.
$SPCX SpaceX just pulled off the largest IPO in history at a $1.77T valuation. Profitable Starlink, an unmatched launch-cost moat, and a new AI business born out of the xAI merger. We make the case.
https://t.co/XoANeBfaMw
#SPCX#SpaceX
New episode of OrderFlow is up.
$RKLB: Bull, Bear & Milestone Tracker β our first deep dive on Rocket Lab. A $2.2B backlog and defense pipeline vs. a ~60x sales multiple and a slipping Neutron rocket. Plus the ~$8B Iridium deal.
#RKLB#RocketLab
https://t.co/jKwrz8x0H0
New episode of OrderFlow is up.
$NBIS: Bull, Bear, Competitors & Milestones β Nebius vs. CoreWeave and the hyperscalers. A $44-50B backlog and Meta/Microsoft deals vs. capex running 7x revenue, plus the new $1B+ Reflection AI deal.
#NBIS#Nebius
https://t.co/w14lNdxmCz