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← @btcbears

$MRVL

BULLISH2026-06-02
Price around the call
↑ 2026-06-02
By horizon✗ miss-17.2%
1d
✓ +4.5%
5d
✗ -12.4%
21d
✗ -17.2%
Original post
旺牛牛仔 · 2026-06-02

买了迈威尔科技 $MRVL。 1. 黄仁勋喊它下一家万亿美元公司。 2. 英伟达3月已投20亿美元入股。 3. 谷歌正在和 $MRVL洽谈,共同开发两款新芯片。 4. 上周财报刚上调了FY27和FY28全年指引。 5. Q1营收24亿,+28%,创纪录。 6. 客户全是巨头:英伟达、亚马逊、微软、谷歌。 7. 卡在ASIC定制芯片+硅光子CPO的风口。 8. 现在股价219,市值还不到2000亿。 英伟达入股、谷歌合作、黄仁勋站台、自研芯片浪潮、光通信卡口。 如果AI混战谷歌这条线胜出,万亿不是梦。

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