Murali Narayanan

[Chris and the Markets @Tickertalk1]

$MU will be back to $1255. all time high.

Get your popcorn ready for 50 billion in net income.
September 30, 2026. Lets all retire from the 9-5.
Stay humble and always be self confident. No ego.

[Murali Narayanan @rmurali10]

$MRVL may bottom at 200 today , good bet , but I guess money is moving into $NVDA , also $AVGO may be worth watching

[ProblemSniper @ProblemSniper]

LOTTO FRIDAY TRADE:

Just like last week. This week the Pick is $MU

If MU opens over 930 950C is in play. Will be a cheap play with the target of 965. So if $MU opens over 930 we will pick that and ride and see how it goes.

Similar to last week. If it opens under 920 the trade is invalidated and we will not be touching it.

[Murali Narayanan @rmurali10]

@amitisinvesting $CRM was not mentioned at all

[Murali Narayanan @rmurali10]

All the earnings yesterday were good $CRM , $NTNX , looking forward to $MRVL

[Shay Boloor @StockSavvyShay]

$NVDA delivered 😏

• Revenue $96.2B vs Est. $91.9B
• EPS $2.22 vs Est. $2.09
• Data Center $89B vs Est. $86B
• Gross Margin 75% vs. Est. 75%

Q3 Guidance
• Revenue $108B vs Est. $104B
• Gross Margin 74% vs. Est. 75%

Jensen Huang: “AI has reached its inflection point.”

[Murali Narayanan @rmurali10]

$NVDA earnings may actually help $MRVL

[Gaetano @crux_capital_]

My $MRVL article has been posted!

No paywall at all, enjoy.

https://t.co/DqTLJBdDYi

Here is the outline:

> Google + the new $120B revenue framework
> What Marvell does / sells
> The memory wall + data movement bottlenecks
> Custom compute / hyperscaler XPUs
> XPU attach
> Memory infrastructure: HBM, CXL, pooling, near-memory compute + Photonic Fabric
> Connectivity: scale-up, scale-out + scale-across
> Optics: DSPs, TIAs, drivers, LPO, NPO, CPO + coherent
> The ecosystem
> FY27-FY29 revenue ramps + where the growth comes from
> Dilution, margins, concentration + execution risks
> Sell-side valuation frameworks + how I see it

The goal was to make it as investor friendly as possible and to really break things down and have everyone be able to grasp all the Marvell does and what they can become

if you like it, please consider at least becoming a free sub and sharing!

[Saikiran Kannan | 赛基兰坎南 @saikirankannan]

Tamil Nadu hasn't been able to get rid of the flags, banners and poster culture as yet. The TVK is no different from other parties in this regard. Unfortunate.

@CMOTamilnadu @arunraajkg @TVKVijayHQ @BussyAnand

[Murali Narayanan @rmurali10]

@cricketplusmeme Why is ravi shastri bowling right handed ?

[Murali Narayanan @rmurali10]

@chandrarsrikant Next bharat ratna shud be given to him

[Murali Narayanan @rmurali10]

@PMOIndia Open khaki stores in foreign cities , will be a big hit for ethnic wear

[Murali Narayanan @rmurali10]

@CNBCTV18News @airindia @AirIndiaX @madeehamedia The popular routes are being cancelled for some reason while indigo expands , strange

[Murali Narayanan @rmurali10]

@StanChartHelp Have already sent a DM , no response yet

[Murali Narayanan @rmurali10]

@StanChart I have 2 transactions on my credit card which have not been done by me , have lodged a disputed transaction as well, have the credit card in my possession as well, have locked the card immediately

[Murali Narayanan @rmurali10]

@StanChartHelp At present I am traveling in Europe, I will be in singapore on Monday 15th june

[Murali Narayanan @rmurali10]

@StanChartHelp Yes

[Murali Narayanan @rmurali10]

@SagarH62 Allan lamb

[Murali Narayanan @rmurali10]

@saravanan_Ind1 Add tamilisai to this list

[Murali Narayanan @rmurali10]

@ndtv Can we have the eci site show like this as well #eci

[Murali Narayanan @rmurali10]

@Khanmohammed12 Wvraman