James R. Walker CFA

That's a Fvck you present. The number 2 is not random 😭

This short is shorting and scared himself to short $SIVE, he took a small position to save him from bankruptcy. If $SIVE goes -5% down, he is going to post he knew something better than our research about $SIVE If $SIVE goes +20% up, this short will post he only lost a bit

Elon Musk says that Neuralink will let users download an NBA player’s jump shot into muscle memory by 2028.

Any Ederson fail comps? Wanna see him at his worst to properly assess the situation

A compilation of stocks that closed right at their golden pocket supports yesterday: $ARM ($133.35-$136.93) $MRVL ($87.14-$89.96) $VECO ($30.47-$34.23) $SATL in post-market and pre-market. ($4.10-$4.50)

Sunderland should’ve been relegated, based on xG. They’ll be playing in the Europa League next season.

$ARM - Arm Holdings found support at the 21-day EMA, almost its first real 21-day EMA test since the $150s. From what I’ve seen, multi-year base breakouts usually don’t end with just 30-40% moves. $ARM still has solid upside potential from here.

A compilation of stocks that closed right at their golden pocket supports yesterday: $ARM ($133.35-$136.93) $MRVL ($87.14-$89.96) $VECO ($30.47-$34.23) $SATL in post-market and pre-market. ($4.10-$4.50)

As promised, here’s the deep dive on $MRVL. The silicon behind every AI connection. Why $MRVL is one of the most compelling AI infrastructure plays right now. Company: Marvel Technology Price: $90 Market Cap: $80B 1/ Why Marvell? AI models move massive amounts of data between GPUs, switches, storage, and across data centers. Most investors focus on the chips. Few focus on the connectivity. That’s where Marvell sits. Marvell builds the infrastructure that connects AI systems: optical interconnects, Ethernet switching, data center interconnect, custom silicon, and co-packaged optics. In simple terms, Marvell is the connectivity layer of AI infrastructure. Key advantages: • Broad interconnect portfolio • Leadership in 400G and 800G, now first with 1.6T • Custom silicon partnerships with major hyperscalers Every AI accelerator needs high-speed connectivity. That demand continues to grow as clusters scale. 2/ Fundamentals Revenue growth is accelerating. FY22: $4.5B FY24: $5.5B FY25: $5.8B FY26: $8.2B (+42% YoY) FY27 guide: $11B FY28 outlook: $15B Data center is the main driver, growing 40–50% annually. EPS is scaling quickly: FY25 EPS: $1.57 FY26 EPS: $2.84 (+81%) FY27E: $3.27 FY28E: $5+ Margins are expanding and free cash flow is expected to reach $3–4B over the next two years. 3/ Technicals $MRVL has spent nearly two years building a base. Recently it printed a Power Earnings Gap on strong volume with a close near the highs. That typically signals institutional accumulation. 4/ Institutions Institutional ownership is 83%. Large funds like Vanguard, BlackRock, Fidelity, Millennium, and Norges Bank have added positions recently. 5/ My Take The market has been so focused on who makes the best GPU that it's overlooked the company building the entire connectivity fabric that makes AI infrastructure actually work. Every GPU cluster, every custom XPU, every data center interconnect - they all need Marvell's silicon. And this isn't a speculative bet on future technology. The revenue is already here. $8.2 billion last year. $11 billion this year. $15 billion next year. All guided by management with bookings and purchase orders already in hand. Matt Murphy raised guidance three times in six months. Custom silicon went from zero to $1.5 billion. They acquired Celestial AI to own co-packaged optics - a market that could exceed $10 billion by 2030. And they're the first to productize 1.6T interconnects while already demoing the next generation. The stock sat in a base for almost two years while this transformation happened underneath. Now it just gapped up 18% on record earnings with 90M shares of volume. The fundamentals, the technicals, and the institutions are all saying the same thing. If you want exposure to AI infrastructure, $MRVL is the purest and most dominant way to play the connectivity layer - the one part of the stack every accelerator depends on. AI Doesn't Run on Chips Alone - It Runs on Connections. Enjoy!

Odegaard more prem titles than Bruno 🤣🤣🤣🤣