Added to YB: 2026-06-05
Pitch date: 2026-06-03
MRVL [bullish]
Marvell Technology, Inc.
+11.83%
current return
Author Info
No bio for this author
Company Info
Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally.
Market Cap
$263.9B
Pitch Price
$282.95
Price Target
N/A
Dividend
0.08%
EV/EBITDA
95.17
P/E
104.20
EV/Sales
30.44
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Getting Paid to Underwrite the Trillion-Dollar Narrative - Marvell Technology, Inc.
MRVL (sold puts): Sold 1,000 Sep-18-26 $200 puts at $16.50 into ~91% IV spike after stock gapped +29% to $283 on Jensen Huang's 'next trillion-dollar' endorsement at Computex. 17-delta strike below pre-spike $219. Q1 FY27 rev $2.42B (+28%), FY27 guide raised to ~$11.5B (+40%). Bet on IV compression to 50s-60s.
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