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[scuttleslops] MRVL, APP, AMZN, Chips

Marvell is positioning networking, optical connectivity and server-management chips as AI data centers link GPUs, custom accelerators and racks, lifting five-year targets.

MRVL $241B

scuttleblurb 2h ago 3 clicks

3h ago STZ $21B

Constellation: Stars Aligning?

TSOH Investment Research 14 clicks

4h ago RIG $6.3B

Breaking: The Offshore Monopoly Is Legal Now!

Cannibal Stocks 12 clicks

From X

@DeepSailCapital 17m ago

Deep Sail Capital on X

I’d throw out $JOBY, it’s still a legit company and leader in the EVTOL space with real catalyst ahead with Dubai commercial service is targeted for the end of 2026

@valuedontlie 22m ago

Colin King on X

@junkbondinvest CSWC spun off control stake in what is now $CSW Solid operators in an otherwise tough space

@valuedontlie 59m ago

Colin King on X

Example: $FMC down ~40% premarket on "horrendous" guidance https://t.co/EvQvUTqGV0

@convequity 1h ago 1 click

Convequity on X

AI swarms could make network security more important. Anthropic's October 12 research ran an AI model across 15 cheap Android TV boxes at 0.39 tokens per second. The small models still couldn't reliably complete the full replication cycle. I think we're still early. Inference on this hardware is painfully slow. But the idea is interesting because human-level intelligence isn't necessary for something to reproduce and spread. Think of insects: limited individual intelligence, yet populations can spread widely. An AI worm could carry its model with it, adapt to unfamiliar devices and use compromised hardware to run the next copy. A model too large for one device could be split across several. Better processors and more memory in future cameras, TV boxes and other connected devices would make more local inference possible, wherever attackers can gain access. That creates a security problem beyond installing software on individual devices. You're not going to put an endpoint security agent on every camera or TV box. You need to identify those devices through the network, restrict what they can communicate with and isolate them when compromised. A perimeter firewall alone cannot inspect traffic that never passes through it. I think $FTNT could benefit here. Its agentless device discovery and network segmentation fit this problem, especially across distributed sites. More capable AI on unmanaged devices could increase demand for those controls. The opportunity also extends to networking vendors that integrate security into switches and wireless access points, where they can control how devices connect and communicate.

@absreturnchaser 2h ago 1 click

absreturnchaser on X

That's a much lower deal than expected $CCC. Odd.

@stockgutter 3h ago

SG on X

you should start a thread collecting "mega junk" ideas that may bounce. Here's one: $FRMI. Total shitco down 89% in the past year. And, a large owner just lost a proxy fight so should be presumed to sell. He dumped over 4m shares this week. But Fermi finally has a tenant and signed a deal with AMD, so has resolved some short-term problems. 19+% of float is short. I think they have pressed too far. No position yet but stinkbids are in today.

@kab604 3h ago 1 click

kab60 on X

Roger Penske taking $PAG private ~15x fwd earnings, while peers trade ~6-7x (sure there are differences in capital structure+mix but still... US auto dealers are a bargain unless nasty recession and boomer wealth goes 'poof') $AN $ABG $GPI $LAD

@stockgutter 3h ago

SG on X

btw I agree that with this take on the warrants, and how it limits the company's upside. No interest in holding $IONQ directly. https://t.co/HY6SuHuOHE

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