財報過三關 MSFT SNAP MRVL

仲有一關喎

是旦啦

點解會咁

燈得滯

又唔係

中左snap

只係-6中咗

垃圾樓主又害人輸錢

唔好推po

Mrvl幫緊手

呢隻都係-6中

我買咗SNAP + MSFT, 而家打和super

MSFT睇好25H2
可能25Q1開始建倉timing會比較好，早咗入唯有坐下

Onto斬唔斬好

我都諗緊溝定斬好

MRVL 準備ATH

Oppenheimer raises Marvell target to $110 from $90 ahead of December 3 earnings, maintaining a Buy. Oppenheimer expects Q3 beat and strong Q4 guidance driven by AI computing and networking momentum. While management targets $1.5B/$2.5B in AI-related sales for CY24/25, the analyst sees potential for double current investor expectations ($2B) across four key projects (Trainium, Inferentia, Axion, Maia). Opp notes that project rollout timeline shows steady momentum: Trainium/Axion ramping now (Trainium potentially $2B alone), Inferentia next year, and Maia possible by Q4'25, noting new products ramping with initial revenue contributions: 1.6T PAM4 DSP and 51.2T TL10 switch expected to generate tens of millions in Q4.

MRVL 有無得玩，感覺係度靜靜地贏

❌✅✅
上水啦樓主

$114 take profit 咗

上唔上到130

MSFT fail咗，唔好推

唔緊要 呢隻賺爆有突

樓豬好勁
SE仲有冇keep?