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– Marvell raised FY27 revenue guidance to $11B (from $10B) and unveiled a FY28 target of $15B+ with EPS above $5, driving shares up 14% after hours
– Data center revenue hit $1.65B (74% of total); management expects interconnect growth to significantly outpace hyperscaler CapEx growth, easing investor concerns over a potential spending slowdown
– 1.6T electro-optical products entered volume production and a...
– Marvell raised FY27 revenue guidance to $11B (from $10B) and unveiled a FY28 target of $15B+ with EPS above $5, driving shares up 14% after hours
– Data center revenue hit $1.65B (74% of total); management expects interconnect growth to significantly outpace hyperscaler CapEx growth, easing investor concerns over a potential spending slowdown
– 1.6T electro-optical products entered volume production and a...
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$Broadcom (AVGO.US)$ the world's leading AI ASIC chipmaker and the second-largest AI chip giant overall, just reported its FY2026 Q1 earnings after the bell. Shares jumped over 5% in after-hours trading. Let's dig into what this report actually delivered.
FQ1 Key Financial Highlights
– Revenue came in at $19.31 billion, up 30% YoY and 7% QoQ, slightly beating the consensus estimate of $19.17 billion.
– GAAP gross margin hit 68.1%, up 0.1 per...
FQ1 Key Financial Highlights
– Revenue came in at $19.31 billion, up 30% YoY and 7% QoQ, slightly beating the consensus estimate of $19.17 billion.
– GAAP gross margin hit 68.1%, up 0.1 per...
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https://www.ic-components.com/manufacturer/Skyworks-Solutions,Inc.jsp
Your RAM and GPU aren't $1500/pc your CPU aren't over $200 to $1000/pc lol. You will all end up with expensive RAM/CPU/GPU in your profolio. Well, your IC or ICU are actually dirt cheap but you are paying that 3000% markups holding t...
Your RAM and GPU aren't $1500/pc your CPU aren't over $200 to $1000/pc lol. You will all end up with expensive RAM/CPU/GPU in your profolio. Well, your IC or ICU are actually dirt cheap but you are paying that 3000% markups holding t...
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
30/03/26 — $40
05/05/26 — $144
$ProShares UltraPro QQQ ETF (TQQQ.US)$
30/03/26 — $38
05/05/26 — $67
This is not a rally… this is acceleration.
Our dragon head $NVIDIA (NVDA.US)$ still capped below $200, yet $Intel (INTC.US)$ , $Micron Technology (MU.US)$ & $Advanced Micro Devices (AMD.US)$ , the 3 musketeers are pushing SOXL higher & higher, while $Crude Oil Futures (JUL6) (CLmain.US)$ continue to stay above $100.
US market at extreme highs...
30/03/26 — $40
05/05/26 — $144
$ProShares UltraPro QQQ ETF (TQQQ.US)$
30/03/26 — $38
05/05/26 — $67
This is not a rally… this is acceleration.
Our dragon head $NVIDIA (NVDA.US)$ still capped below $200, yet $Intel (INTC.US)$ , $Micron Technology (MU.US)$ & $Advanced Micro Devices (AMD.US)$ , the 3 musketeers are pushing SOXL higher & higher, while $Crude Oil Futures (JUL6) (CLmain.US)$ continue to stay above $100.
US market at extreme highs...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
King 
$Marvell Technology (MRVL.US)$ this morning delivered a "beat and raise" performance for its fiscal Q4 2026, significantly boosting its outlook for the coming years. Based on the latest earnings data from March 5, 2026, and current market trends, here is an analysis of its path toward $100 and the factors at play.
Marvell's Growth Trajectory (FY27–FY28)
Marvell has revised its revenue guidance upward multiple times over the past few mont...
Marvell's Growth Trajectory (FY27–FY28)
Marvell has revised its revenue guidance upward multiple times over the past few mont...
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I belive semiconductors will out perform.
Rocket up to the moon.. 🚀🚀
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