迈威尔科技股票讨论区

A bevy of semiconductor sector darlings report this week and are expected to pave out a longer runway of demand.
Advanced Micro Devices $美国超微公司(AMD.US)$ and Qualcomm $高通(QCOM.US)$ Inc are expected to show strong data center customer growth and demand for new chips used for artificial intelligence.
Qualcom could report sales above consensus as its Samsung partnership ma...

Maintain Buy on $英伟达(NVDA.US)$ , $博通(AVGO.US)$ , $迈威尔科技(MRVL.US)$ , $美国超微公司(AMD.US)$ , $美光科技(MU.US)$ - BofA
CQ1 reports from key US hyperscalers – Google, Microsoft and Meta -suggest meaningful upside to CY24 capex, mostly driven by buildout of AI infrastructure. We estimate CY24 global cloud capex now tracking around $220bn, up about 35% YoY or $14.5bn higher than the $205bn or...

$Meta Platforms(META.US)$ , $谷歌-A(GOOGL.US)$ & $微软(MSFT.US)$ have confirmed that their AI capex will be reaccelerating over the next year.
This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming.
This is bullish for $英伟达(NVDA.US)$ , $超微电脑(SMCI.US)$ , $美光科技(MU.US)$ , $博通(AVGO.US)$ , $美国超微公司(AMD.US)$ & $迈威尔科技(MRVL.US)$ 🤩

Deep-pocketed investors have adopted a bearish approach towards $迈威尔科技(MRVL.US)$, Benzinga reported, citing 13 extraordinary options activities.
The heavyweight investors behind the trades are divided, with 53% of them bearish, and 38% leaning bullish, according to the report. The options include 3 puts, totaling $113,400, and 10 calls, amounting to $563,474.
The trading activities signal significant investors ...

$迈威尔科技(MRVL.US)$ 🛬

$迈威尔科技(MRVL.US)$ AI winner? But the price is slow

1. $Arm Holdings(ARM.US)$ provides the blueprint for processors.
2. $台积电(TSM.US)$ manufactures the chips using equipment from $阿斯麦(ASML.US)$ & $泛林集团(LRCX.US)$ .
3. $英伟达(NVDA.US)$ & $美国超微公司(AMD.US)$ supply the GPUs and CPUs.
4. $美光科技(MU.US)$ will then provide the memory tech for data storage.
5. $超微电脑(SMCI.US)$ & $戴尔科技(DELL.US)$ integrate...

$迈威尔科技(MRVL.US)$ Cramer has CEO on mad money tonight

$迈威尔科技(MRVL.US)$ Target price 103 after ex div date

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