
MomoBernie
4K posts

MomoBernie
@Tr4derDave
I have been the least expensive employee of all the businesses I have owned since 1990. Not trading advice.
Katılım Mayıs 2015
156 Takip Edilen144 Takipçiler
MomoBernie retweetledi

🚨 UNITED PASSENGER CATCHES INSANE NASA ROCKET LAUNCH FROM PLANE WINDOW — FLIGHT ATTENDANT LOSES IT MID-AIR
A United flight just turned into a front-row seat to history.
A woman captures the exact moment NASA’s Artemis II rocket launches… straight from her window at 30,000 feet.
And then you hear the flight attendant:
“15 years of flying… I’ve been praying to see something like this.”
• Rocket blasting through the clouds
• Crew calling it a “once in a lifetime” moment
He said he flew to Florida multiple times just to see a launch…
Canceled. Every time.
And then this happens midair.
What are the chances you randomly look out your window… and see history taking off?
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$POET $MRVL $NVDIA
💎💎👊👊 cruxcapitalgroup.substack.com/p/marvellnvdap…
QME
MomoBernie retweetledi
MomoBernie retweetledi

@MichaelHolsto Thanks Michael l! @cpolimeni I think you should spill the beans. If this is something you like to do. I got connections
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$NVDIA $POET $MRVL
LFG Poet Technologies! 💎💎👊👊
nvidianews.nvidia.com/news/nvidia-ai…
Lietuvių
MomoBernie retweetledi

@Iamhuman_ORBS @OpenAI $ORBS is run by scammers
see: $BBIG $TYDE $OCTO
it will only cause pain
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MomoBernie retweetledi

$BBIG Funny how you bring up "Chris Polimeni" that's the same guy who has me BLOCKED and who follows your X account and personally signed off on multiple Vinco Ventures documents back when he was their CFO/COO, right?
Lately, I've noticed him and his circle doing some serious digital housekeeping, scrubbing old ties, rebranding, whatever it takes to distance themselves. But let's be real, the odds of that actually working are about the same as getting struck by lightning in the exact same spot 300 times in a row.
You really think Chris spent his time at Vinco doing anything productive besides collecting a paycheck and then bolting when things got too hot? Doubtful. The paper trail is crystal clear, he was right in the middle of it, signing 8-Ks and deal filings left and right.
There's more than enough public proof screaming,
"HEY, THIS GUY WAS THERE AND KNOWS EXACTLY WHAT WENT DOWN." He jumped ship to the next gig the second he realized he was in way over his head. But one day, when the summons hits and he's dragged into court for real, we might finally get the full story straight from him. #BBIG

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MomoBernie retweetledi

$BBIG #BBIG
👉 Truth is by now most of us have come to grips that it was all a scam to steal from us.
👉 I put this together about A360 media and their merger with the new entity, called McClatchy Medica Company. It wasn't VVIP Ventures LLC or anything Vinco related.
~ "McClatchy Chairman and CEO Tony Hunter, who will continue at the helm of the new company, said the merger puts McClatchy Media on a more solid financial footing and will “create meaningful free cash flow” for growth"
~ Link to the A360 media merger article published on December 13, 2024 - 3:27 PM ~ Written by Business Journal staff thebusinessjournal.com/mcclatchy-comp…
~ Link Below to Pitchbook on A360 merger which occurred on December 13, 2024 which is pictured below. #faqs" target="_blank" rel="nofollow noopener">pitchbook.com/profiles/compa…
*Original post - x.com/search?q=from%…

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@madaznfootballr Maybe now that triple-witching is out of the way there should be less options hedging pinning.
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Rough Week: -$17.5K👎
I don't think I could recall a weekly P/L curve that looked like this where I had 3 red days and total inconsistency. Very difficult environment where if you make a mistake, there's not too many opportunities to recover.
Overall been basically breakeven now for a month and a half 😟😟

madaz@madaznfootballr
P/L: -$2.5K👎 Small Loss. Nothing really good at the open again. Then missed a full cover on $ANNA on dip and got caught in the skip up with too many shares left and blew up. Didn't realize it was oil/energy related which was a mistake stock. Was able to thankfully recover a good amount on $SWMR breakdown short. Could have went green if held to the end of the day but whatever. $CODX $SNDK $SER
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MomoBernie retweetledi

$BBIG @cpolimeni you removed your post. Where Vinco Ventures shareholders had a few questions for you. Then turned off your comment section. You know the BBIG community is relentless in our pursuit for the truth and justice. All involved are falling one by one. Trying to hide from us. Not going to happen. Probably be a good idea to blow that whistle before the @TheJusticeDept come knocking on your door. So I'll ask again. Are you still CEO of Vinco Ventures? If not did the assets go with you to AVAX. Strange 4 former Vinco Ventures employees and now you are at AVAX.


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MomoBernie retweetledi

Marvell has been named one of the World’s Most Ethical Companies for 2026 by @ethisphere.
This recognition highlights the Marvell commitment to business integrity through strong ethics, compliance, sustainability, and governance programs. Marvell is one of only five companies in the semiconductor industry to receive this designation, based on Ethisphere’s comprehensive assessment of corporate governance, ethical culture, and responsible business practices.
Learn more about the recognition and what it reflects about Marvell values: mrvl.co/4dtwEq0

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MomoBernie retweetledi

$BBIG I don't play well with others... Why so scared of a nobody... #BBIG Oh I remember... Because I have alot of receipts... And I enjoy passing them along to @SECGov and @FBI @FBIDirectorKash @TheJusticeDept so that continued investigations may be conducted on these individuals. Just because you block me it won't stop me 🦍🦍#GG




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MomoBernie retweetledi
MomoBernie retweetledi

$orbs scam company run by the same scammers from $bbig $tyde $octo
Now they say they’re crypto experts, but until recently they were selling used iPhones, which they shifted to after being so called experts in crypto.
Scammers target whatever is hot to steal money. I wouldn’t buy $ORBS with your $$
It’s gonna go down 99%. Again.
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MomoBernie retweetledi

$MRVL just put out an amazing quarter
I wanted to share my notes with all of you. I spend a lot of time focused on optics and interconnect, but this quarter showed strength across the full stack.
This was a major raise in the company’s forward outlook.
Marvell reported Q4 revenue of $2.219B, up 22% YoY, with non-GAAP EPS of $0.80. More importantly, management raised its fiscal 2027 revenue outlook again to nearly $11B and now expects to exceed $15B in fiscal 2028.
That is a huge upward move in a very short period of time. The strength is coming from multiple parts of the data center business at once.
Starting with optics and interconnect, the commentary was extremely strong.
Management said interconnect is now expected to grow more than 50% in fiscal 2027, well above the prior 30% view. I am biased obviously but that was one of the biggest takeaways from the call.
Optical connectivity is scaling right alongside accelerator deployments and rising AI cluster complexity. This part of the business is moving with the core buildout.
Demand remains robust for 800G, while 1.6T is ramping very rapidly with strong bookings from multiple tier 1 customers. We see this across many of the players in this space. Marvell is benefiting from both the current generation and the next generation at the same time.
They also expect to supply DCI modules to all five major U.S. hyperscalers this year, which says a lot about how important scale-across and campus connectivity are becoming. To have all five is noteable.
Then there is their switching business which exceeded $300M in fiscal 2026, and management now expects it to surpass $600M in fiscal 2027. That is a major ramp. They cited sustained demand for 12.8T products, a strong 51.2T ramp, and said their 100T switch should begin sampling in the first half of this fiscal year.
They're gaining more value at multiple layers of AI infrastructure.
The Xconn acquisition also deserves attention and we have touched upon Marvell's future with dissagregated memory and Celestial/Xconn.
So Xconn brings PCIe 6.0 and CXL 3.1 switch technology into the portfolio, expanding Marvell’s reach into CPU-to-XPU connectivity, memory disaggregation, and next-generation AI system design. Management also said Xconn had already been engaged with more than 20 customers prior to the acquisition. Sounds solid.
CXL was another interesting callout. They said CXL demand is accelerating, partly because tight memory supply is increasing the value of reusing prior-generation DRAM. They also referenced a hyperscaler white paper that highlighted Marvell’s Structera A processor in near-memory processing for LLM inference. Something to watch.
This shows Marvell participating in another important architectural shift inside AI infrastructure.
Custom remains a major growth engine as well as it grew to $1.5B in fiscal 2026. Management expects it to grow again in fiscal 2027 and then at least double in fiscal 2028. They sounded very confident in the roadmap here, especially around XPU programs, NICs, and CXL attach opportunities.
From a financial perspective, the operating leverage was also very strong.
Marvell generated $8.195B in fiscal 2026 revenue, up 42% YoY, while non-GAAP EPS grew 81%. I like this.
Management also said the fiscal 2028 revenue target of more than $15B should drive non-GAAP EPS to well over $5, and Matt Murphy made a point of saying that $5 is basically the floor.
Real earnings power. Nice!
Capital allocation also looked strong.
They divested the automotive Ethernet business at a double-digit revenue multiple, redeployed capital into Celestial AI and Xconn, and still returned $2.245B to shareholders through buybacks and dividends in fiscal 2026. Very good.
It seems like they are building out one of the broadest AI infrastructure portfolios in the market.
You can see it across optical interconnect, DCI, switching, custom compute, CXL, PCIe, retimers, AECs, and now scale-up networking through Celestial and Xconn.
That breadth is really noteable.
TLDR;
This call showed expanding demand, improving visibility, and a company that believes it is still in the early innings of a multi-year AI infrastructure buildout.
Is $MRVL slept on?
What do you guys think?

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