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What's going on with Marvell?
I don't know to be honest.
Jun 3
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Musashi Seimitsu ($7220.T) Supercap Note
UNLIMITED POWER
May 28
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[Market Memo] $INTC $QCOM $WOLF $ON $NVTS $ASML $TER $AXTI $BE $LITE $COHR $TSEM $AIXA.AS $268A.T
Still concerned about stupidity war and macro.
Apr 30
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Power Semis Part 2: SiC vs GaN, Wolfspeed 10KV
Which is better?
Apr 25
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Power Semis, 800V DC, and GaN Mini-Note
Legit differentiation in a crowded and dogshit market.
Apr 21
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Passing [Liquified] Gas
A vacation to the energy markets.
Mar 24
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Citrini 3/12/2026 Optics Basket Comments
Mostly correct.
Mar 12
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[Marvell 3/5/2026 Earnings] Hilarious Short Squeeze
Matt Murphy Redemption Arc?
Mar 6
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AAOI Probably Worth Chasing
Technical extrapolation of earnings call transcript.
Mar 1
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ISSCC 2026 Irrational Recap
Incredible Nvidia and Celestial/Marvell Presentations
Feb 19
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[Market Memo] Tower+GloFo Earnings, HBM4 Qualification Noise
Maybe none of the DRAM players know how to use high-speed probe setups.
Feb 12
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15
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[Market Memo] January is finally over.
Crazy volatility.
Jan 31
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