Marvell Stock (MRVL)

Upside – $AEMD +403% (merger agreement with North Immunology adds an IL-13 x IL-18 bispecific-antibody program for atopic dermatitis) – $GNRC +30% (Amazon supply agreement includes $2.4B of backup-generator deliveries expected during 2027-2028) – $VEEA +30% (non-binding combination term sheet with NovaGen targets a $750M AI-health platform) – $DTSS +12% (strategic cooperation expands into AI-powered …

Housekeeping item. Into the afternoon swoon I have covered the basket of high-octane/beta shorts I recently put on. Some of the stocks in the basket include $MU, $AMAT, $SNDK, $AVGO, $MRVL and $TSM. As I have noted in the Comments Section, this strategy is not recommended for home gamers! Position: None

I doubled the size of my speculative short basket this morning — and not for most homegamers. My half life on these baskets are short and I am disciplined as this package includes such high-octane stocks as $SNDK, $MU, $AMD, $AMAT, $MRVL and $TSM among others! In all likelihood I will cover the package by …

Dr Frankenstein: Now that brain that you gave me, was it Hans Del Brooks? Igor: No. Dr. Frankenstein: Would you mind telling me whose brain I did put in? Igor: Abby someone. Dr. Franksenstein: Abby, who? Igor: Abby Normal – I am almost sure that was the name. Dr. Frankenstein: Are you saying I put an abnormal brain into a 7 1/2 foot …

I covered all of my ($MRVL) short at $309.30 (shorted at $336 at 4:15 a.m.) for a quick and good profit. Position: None