Anyone investing heavily this year??
- Thread starter rph2005
- Start date
To the traders, question.......
Can you offer some suggestions on how I can learn the skill of trading?
Between Google and YouTube, there is so much information overload.
I need something specific to drown out all the noise.
How did you learn and what tools/info helped you on your journey?
Much appreciated!
Can you offer some suggestions on how I can learn the skill of trading?
Between Google and YouTube, there is so much information overload.
I need something specific to drown out all the noise.
How did you learn and what tools/info helped you on your journey?
Much appreciated!
If I understand this they are liquidating btc to have cash to cover the massive drop expected tomorrow
Interesting. $GFS, a photonics play. 2027 (2028+..?) technology.
AMD Taps GlobalFoundries for MI500's Co-Packaged Optics as the Silicon Photonics Race With NVIDIA Heats Up
AMD will leverage GlobalFoundries for the development of its MRM Co-packaged Optic solution for the next-gen Instinct MI500 AI accelerators.
wccftech.com
"CPO or Co-Packaged Optics (Silicon Photonics) is the next-generation solution that reduces reliance on copper and harnesses light to transfer signals. These CPOs are packaged alongside hardware accelerators such as GPUs and will be a key solution for next-gen AI factories, offering improved interconnect latency and creating high-bandwidth connections between CPU and GPU."
Last edited:
Why Google’s TPU Talks Just Made Marvell Technology a Must-Buy AI Stock
Scroll back up to restore default view.
Rich Duprey
5 min read
Quick Read
- Marvell Technology (MRVL) achieved record data center revenue of $1.65B in fiscal 2026 with custom silicon scaling to $1.5B annual run-rate across 18 cloud-provider design wins, while Nvidia (NVDA) invested $2B in a strategic partnership to develop custom XPUs and NVLink-compatible networking, and Google is in active negotiations with Marvell for TPU development and LLM inference chip design services.
- Hyperscalers deploying custom AI chips to reduce costs has transformed Marvell into a critical supplier positioned inside both Nvidia’s ecosystem and potentially Google’s TPU roadmap, with Bloomberg projecting the company could capture 20-25% of the $118B custom ASIC market by the early 2030s.
- The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.
Largest Company end of June?
$5,389,309 Volume
Ends on Jun 30, 2026
NVIDIA89%
Apple5%
Alphabet5%
Amazon<1%
All
NVIDIA 48%
Apple 14%
Alphabet 31%
Amazon <1%
View more on
Polymarket
The artificial intelligence boom keeps reshaping semiconductors. Hyperscalers now spend billions of dollars on custom chips to slash costs and lift performance, and the custom ASIC market for AI data centers is projected to reach $118 billion by 2033 at a 27% compound annual growth rate.
In this surge, Marvell Technology (NASDAQ:MRVL) is emerging as a quiet but critical partner. Its data center revenue already hit a record $6.1 billion in fiscal 2026, driven by custom silicon that scaled to a $1.5 billion annual run-rate across 18 cloud-provider design wins. Two fresh deals -- one signed with Nvidia (NASDAQ:NVDA) and one in active talks with Google -- now pull Marvell deeper into the AI ecosystem and give retail investors a clear, data-backed case to consider the stock today.
Google's TPU Negotiations Expand Marvell's Custom-Silicon Pipeline
FundaAI's report this morning says Google is actively negotiating TPU development projects with Marvell, where the company would act in a design-services role similar to MediaTek's. Discussions also cover a dedicated LLM inference chip optimized for large-language-model workloads.READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks
This comes just days after Google extended its long-term TPU and networking agreement with Broadcom (NASDAQ:AVGO) through 2031. Google is simply diversifying suppliers and tapping Marvell's expertise in high-speed interconnects to optimize cost and performance.
For Marvell, even early-stage talks signal meaningful upside. The company's custom ASIC business already contributes roughly $1.5 billion in annualized revenue today. A Google win would layer on top of existing design wins with Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and four other major clouds. Bloomberg's market-share model gives Marvell a realistic shot at 20% to 25% of the $118 billion ASIC opportunity, which would translate to $23.6 billion to $29.5 billion in annual revenue from this segment alone by the early 2030s. That is more than triple the company's total fiscal 2026 revenue of $8.2 billion.
Nvidia's $2 Billion Investment Locks Marvell Into the AI Factory
These Google talks build directly on a signed deal announced last month between Nvidia and Marvell that saw Nvidia invest $2 billion in Marvell and form a strategic partnership through NVLink Fusion. Marvell will design custom XPUs and NVLink-compatible scale-up networking that plugs straight into Nvidia's rack-scale AI architecture alongside GPUs, Vera CPUs, NICs, and switches. The two companies are also collaborating on silicon photonics for optical interconnects.Nvidia called the move an expansion of its AI ecosystem that gives customers more flexibility while keeping Nvidia's interconnect at the center. For Marvell, the $2 billion cash infusion strengthens the balance sheet (the company ended the prior quarter with $2.64 billion in cash) and cements its role as a complementary player rather than a pure competitor. The partnership accelerates Marvell's ramp in AI communications and AI-RAN, markets that analysts already project will drive the bulk of its future growth.
The Numbers Show a Company Built for AI Acceleration
Marvell's full-year revenue reached a record $8.2 billion, up 42% year-over-year. Data center revenue alone grew 21% in the fourth quarter to $1.65 billion, as adjusted gross margin expanded to 59% and free cash flow for the trailing 12 months stood at $1.4 billion. Trailing earnings came in at $3.07 per share, producing a P/E ratio of 41.7 times. The forward P/E sits under 25 times, generating a deeply discounted PEG ratio of just 0.66.Compare that to peers. Broadcom, for example, delivered solid AI growth but trades at a higher forward multiple, while Marvell's custom-silicon momentum has outpaced expectations. Revenue growth of 42% in fiscal 2026 beat the broader semiconductor sector's roughly 10% average. Operating leverage is working: GAAP net income for the year hit $2.67 billion.
Granted, risks remain. The Google talks are not yet a signed contract, and the stock's valuation leaves little room for execution slips. Competition from larger players like Broadcom and Nvidia itself is real. That said, Marvell's dual positioning -- inside Nvidia's ecosystem and potentially alongside Google's TPUs -- gives it two distinct paths to capture AI spending.
Key Takeaway
Both the Nvidia investment and the Google negotiations absorb Marvell deeper into the AI market as a key, critical partner. With fiscal 2026 revenue already up 42% and custom silicon on a clear multi-billion-dollar trajectory, the setup favors long-term holders.Smart investors can buy Marvell Technology stock now for exposure to the custom-ASIC boom, as the next two quarters should confirm that these design wins convert to revenue. The data supports confidence in Marvell, not speculation.
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks
Wall Street is pouring billions into AI, but most investors are buying the wrong stocks. The analyst who first identified NVIDIA as a buy back in 2010 — before its 28,000% run — has just pinpointed 10 new AI companies he believes could deliver outsized returns from here. One dominates a $100 billion equipment market. Another is solving the single biggest bottleneck holding back AI data centers. A third is a pure-play on an optical networking market set to quadruple. Most investors haven't heard of half these names. Get the free list of all 10 stocks here.View Comments (2)
Trump admin to begin refunding $166B to businesses in wake of Supreme Court decision
Businesses can now seek repayment of tariffs imposed under emergency powers after a Supreme Court ruling in February invalidated the policy.
Trump admin to begin refunding $166B to businesses in wake of Supreme Court decision
Businesses can now seek repayment of tariffs imposed under emergency powers after a Supreme Court ruling in February invalidated the policy.www.foxbusiness.com
What about the consumers who the businesses passed the cost onto?
Since Sidu Space did another offering today ($58.5 million), I asked Claude what it thought:
The offering history has been relentless. In September 2025, they raised about $9.8M selling shares at $1.00 each. Then in December 2025, they priced another offering of over 19 million shares at $1.30, raising roughly $25M. Stock Titan December 2025 alone featured several best-efforts offerings with proceeds ranging from about $16.2M to $25M. Stock Titan Now this $58.5M raise at $4.35 per share in April 2026 — that's at least 3-4 raises in just the past several months alone, with a shelf registration that allows up to $500M total.
The underlying financials are concerning. In 2025, revenue was $3.38 million — down nearly 28% from the prior year — while losses widened to $29.47 million, about 68% worse than 2024. StockAnalysis So they're burning far more cash than they're bringing in, which explains the constant need to raise.
The stock reaction to offerings has been mixed at best. Offering-related headlines have produced an average move of -6.19%, suggesting dilution news often pressures the stock, though a few events did rally sharply. Stock Titan
The bottom line: Frequent equity raises to fund "working capital and general corporate purposes" — with revenues of only $3.4M against $29M in losses — is a classic sign of a cash-burning early-stage company that hasn't found a path to profitability. Each raise dilutes existing shareholders. The fact that they have a $500M shelf registered suggests this pattern is likely to continue. It's not necessarily a death knell, but for current shareholders it's a significant red flag worth watching closely.
I'm not a financial advisor — this is just an overview of publicly available information.
Vanguard got some nice etf splitting today to under $100.
corporate.vanguard.com
Vanguard Announces Share Splits for Five Equity Index ETFs
Vanguard announced plans to execute forward share splits for five equity index ETFs. The share splits will be effective on April 21, 2026 and are intended to widen availability for investors by keeping share prices within accessible trading ranges.
Im so glad I dont react to this stuff anymore.
Got two of them in my portfolio. QS and ACHR. will keep adding.
trading or investing?
Trading
Agreed. One of the main reasons why I cut back on watching CNBC. They pump fear when actuality alot of times it’s some buying opportunities.
I don't day trade anymore due to how random tweets can screw up my position.
I would start with learning how to read stock charts. Stronger trade signals are found on higher time frames. Learn support and resistance levels.
Here is a video I did on support and resistance:
Them motherfuckers are worst than fox news now. Fuck joe and cnbc
oh okay. tons of videos online. i don't encourage trading anymore. i think in order to make real money, you gotta play the long game. but i get it. good luck bro
who do you use for your animation?
I had an artist from Upwork draw the character.
charge you much?
100%
Nothing on Avis stock on this site?
stock cut in half in one day
Similar threads
