据报道，MRVL从79美元上涨至309美元，涨幅达291%。
原文（帖子真实语言）
Reported a 291% gain, rising from $79 to $309.
Sivers可能已经与Marvell Celestial合作并被设计导入新的光学架构。
原文（帖子真实语言）
Sivers has likely been working and designed-in with Marvell Celestial for new optical architectures.
这些公司涉及CW产能，而英伟达的市场行为已造成该产能瓶颈。
原文（帖子真实语言）
These companies are involved in CW capacity, which has been bottlenecked by NVDA's market actions.
若CPO映射预测准确，MRVL的Celestial产品线预计将带来更多营收。
原文（帖子真实语言）
MRVL's Celestial product line is projected to generate more revenue if CPO mapping predictions hold true.
被提及为地缘政治新闻后今日上涨的个股之一。
原文（帖子真实语言）
Mentioned as a name seeing gains today following geopolitical news.
被提及作为Sivers在国防领域赢得设计订单的类比。
原文（帖子真实语言）
Referenced as an analogy for Sivers' design-in win with a defense prime.
Marvell股价在过去表现出色，从87美元上涨至288美元。
原文（帖子真实语言）
Marvell has demonstrated significant past price appreciation, increasing from $87 to $288.
其Celestial平台通过NVDA NVLink与SIVE和Lightmatter集成。
原文（帖子真实语言）
Its Celestial platform integrates with SIVE and Lightmatter via NVDA NVLink.
被提倡作为高波动性股票，适合耐心持有以超越短期波动实现潜在的长期收益。
原文（帖子真实语言）
Advocated as a high-beta stock suitable for patient holding to realize potential long-term gains beyond short-term volatility.
NVIDIA已入股MRVL，使其采用NVIDIA标准或获得较大股权。
原文（帖子真实语言）
NVIDIA has taken a stake in MRVL, influencing it to adopt NVIDIA standards or gaining a large ownership percentage.
被提及为一个潜在投资，如果相信其市值将达到1万亿美元并遵循Jensen的观点。
原文（帖子真实语言）
Mentioned as a potential investment if one believes it will reach a $1T market cap and follows Jensen's views.
Marvell将从超大规模厂商多源采购和整体市场增长中获得比博通显著更多的收益。
原文（帖子真实语言）
Marvell will benefit significantly more than Broadcom from hyperscalers' multi-sourcing and overall market growth.
因NVIDIA CEO对网络业务的看好言论以及谷歌AI项目潜在多元供应商的背景而受益。
原文（帖子真实语言）
Cited in relation to NVIDIA CEO's bullish comments on networking and as a potential diversity source for Google's AI programs.
Marvell因其即将到来的ASIC和连接性业务收入机会而具有吸引力，并得到NVDA合作的印证。
原文（帖子真实语言）
Marvell is a compelling idea driven by upcoming ASIC and connectivity revenue opportunities, reinforced by NVDA's partnership.
被确认为 Nvidia CPO 生态系统的一部分，是 Sivers 激光组件的客户。
原文（帖子真实语言）
Identified as part of the Nvidia CPO ecosystem and a customer of Sivers for laser components.
Marvell旗下的Celestial是NVLink CPO的合作伙伴，也是Sivers的直接客户。
原文（帖子真实语言）
Marvell's Celestial, a listed NVLink CPO partner, is a direct customer of Sivers.
被引用为一家曾从集成NVIDIA生态系统中受益的公司案例。
原文（帖子真实语言）
Cited as a past example of a company benefiting from integrating with the NVIDIA ecosystem.
KOL 表示应更相信 Jensen Huang 对 Marvell 科技的看好，并提及其1万亿美元的目标价及股价上涨35%。
原文（帖子真实语言）
KOL regrets not trusting Jensen Huang's implied bullish view on Marvell Technology, highlighted by a noted $1T price target and a 35% stock surge.
被提及为将使用CPO、可插拔和SiPH功能标准激光代工服务的公司。
原文（帖子真实语言）
Named as companies using the foundry for the new functional standard laser for CPO, Pluggables, and SiPH.
被提及为使用嵌入SIVE的GFS硅光子技术的主要客户。
原文（帖子真实语言）
Named as a major customer utilizing GFS silicon photonics with SIVE embedded.
黄仁勋预测Marvell Technology将成下一家万亿美元公司，意味~5倍增长；KOL持有仓位。
原文（帖子真实语言）
Jensen Huang predicts Marvell Technology will be the next $1T company, implying ~5x growth; KOL holds existing positions.
被提及为Sivers的重要客户，特别是其Celestial产品，表明强大的供应链存在。
原文（帖子真实语言）
Mentioned as a high-confidence customer of Sivers for its Celestial product, indicating strong supply chain presence.
收购了SIVE的过去主要客户Celestial，并将其业务整合。
原文（帖子真实语言）
Acquired Celestial, a former key customer for SIVE, integrating its operations.
Marvell财报强劲，战略聚焦Celestial CPO，预示AI基础设施领域增长。
原文（帖子真实语言）
Marvell's strong earnings and strategic focus on Celestial's CPO scale-up for AI infrastructure signal significant growth.
被提及为下游超大规模数据中心供应商，可能从SIVE供应链获得组件。
原文（帖子真实语言）
Named as a downstream supplier to hyperscalers, potentially receiving components from the SIVE supply chain.
被提及为 Sivers 在 CPO 领域的潜在下游客户。
原文（帖子真实语言）
Mentioned as a potential downstream customer of Sivers in the CPO space.
被提及为过去Sivers曾合作过的小公司的收购方。
原文（帖子真实语言）
Mentioned as an acquirer of small companies that Sivers had worked with in the past.