えいいち

[Bilaal- BD investing @bdinvestingg]

Chip stock valuations using PEG (price to earnings growth)

$MU $CRDO $AMD $MRVL $AAOI = Undervalued

[Chase Munoz @TMillionAdviser]

@unusual_whales This shall continue...

[AK @1769_alex]

Insider source told me, it’s $CRWV

[Daniel @danielisdizzy]

Tom Lee believes yesterday’s selloff is NOT the beginning of the correction expected later this year.

But he still believes a correction is coming.

His argument:

• Markets had a parabolic move over the last month, so expectations have become much higher.

• SpaceX raising $75B through its IPO, combined with another $75B from $GOOGL issuing new shares, is a massive amount of capital for public markets to absorb.

When markets wobble, investors raise cash.

This may be less about panic and more about liquidity.

[OddStats @OddStats]

Mondays after terrible Fridays for the NASDAQ

[Shay Boloor @StockSavvyShay]

SEMICONDUCTOR STOCKS BY PEG RATIO

PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone

Here’s how they stack up:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC ~2.2x
• $LRCX ~2.2x
• $KLAC ~2.0x
• $AMAT ~1.7x
• $ASML ~1.7x
• $ANET ~1.7x
• $TSM ~1.2x
• $LITE ~1.1x
• $COHR ~1.0x
• $CRDO ~0.9x
• $NVDA ~0.8x
• $AMD ~0.7x
• $AAOI ~0.7x
• $MRVL ~0.6x
• $ON ~0.6x
• $AVGO ~0.6x
• $SNDK ~0.4x
• $MU ~0.4x

[The Value Trader @TheValueTrade]

Always have cash available.

Never regret taking profits.

[みみりん@投資系女子 @beauty_oe]

🌟 $XFAB は、欧州版の隠れCPO本命かもしれないのに、市場はあまり評価していない
byセレ様👩‍🦳

$TSEM と $XFAB は、どちらも半導体ファウンドリ。
👉簡単に言うと、他社が設計した半導体を代わりに製造する会社。

ただし、すでにAI光通信、シリコンフォトニクスにて、現行勝ち組が $TSEM $XFAB は欧州CPOサプライチェーンの次世代候補。

・今の主流世代 → $TSEM
・次世代→ $XFAB

TSEMは現行世代で量産を取っている
XFABは2027-2028の次世代CPO向け

しかし、 $XFAB が評価できるか否かという点に関して、 $NVDA がこの技術をトランシーバー・スイッチ用途で量産可能か評価中。
👉さらに、その仕様策定やアセンブリは $NOK が担当。

欧州にもCPO供給網を作りたいという政治・地政学テーマが背後にあると予想。

しかし、市場は正式契約が出るまで理解しない。
正式契約がでるその頃には、

時価総額は$9Bくらいに飛んでいる可能性がある。

すでに割安、EU支援ありだ。
負けにくいのに、勝つと超大きいという勝ちやすい賭け。

[Photon Capital @PhotonCap]

$AAOI
수직 통합 관련한 특허

[Aria @AriaLikesStocks]

$MRVL GOING TO JOIN S&amp;P

Congrats to all shareholders. This is going much higher. Any dips are gifts. Don’t be sissys, buy the dips

[Stockwits Acade〽️y @mikalche]

$MRVL MARVELL TECHNOLOGY IS SET TO JOIN THE S&amp;P 500

[Evan @StockMKTNewz]

JUST IN:

The S&amp;P 500 just announced 2 new names that will be added to the index

Marvell $MRVL
Flex $FLEX

The 2 names will be added to the index before the markets open on June 22nd

Pool Corp $POOL and Campbell's Company $CPB are both being removed from the index

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Marvell Technology, $MRVL, surges over +7% on news that the company is joining the S&amp;P 500.

[GURGAVIN @gurgavin]

JUST IN : MARVELL TECHNOLOGY TO JOIN S&amp;P 500

$MRVL

[Jeff Weniger @JeffWeniger]

More than half the S&amp;P 500's total value is now in stocks priced above 10x sales. This was once considered an outlandish valuation, as it leaves little room for error. The list includes Nvidia, Apple, GOOG, MSFT, Broadcom, Tesla, Micron, Eli Lilly, AMD, Oracle and 57 more.

[The AI Investor @The_AI_Investor]

Wow this is interesting, almost forgot about this story.

February 6, 2026
Semianalysis, source below: "We currently do not see indications of Nvidia ordering Micron HBM4,"

March 16, 2026:
Micron in High-Volume Production of HBM4 Designed for NVIDIA Vera Rubin, PCIe Gen6 SSD and SOCAMM2

[Professor $SPX🔮 @StockXcapital]

New $SPX adds can be announced at 7/8pm today .

The stock that is the most likely to be added is $MRVL &amp; $BE is the runner up

[Thomas Wilson @sidikfific]

US Stocks Just Hold These 3 Stocks and Triple Your Portfolio in 6 Months

① $MRVL (Marvell Technology)
② $NOK (Nokia)
③ $MU (Micron Technology)

The logic is straightforward:

$MRVL — Winner in AI chip internal connectivity
$NOK — Winner in AI chip external connectivity
$MU — Winner in exploding AI-era memorydemand

These are the three biggest AI infrastructure themes you need to own for the next few years.

[Stockmindsweb @stockmindsweb]

Those three at the top are still undervalued

$SNDK $MU $NVDA

[パウロ @paurooteri]

$MRVL Marvell は革ジャンの対 Broadcomのおべんちゃらがかなり入っているという理解
DSPは実力あるけど、SerDesありのAI ASICはからっきしだったし