Up 2.34% today. Included in the list of green names driven by Iran news de-escalation. No company-specific analysis. Recent news highlights optical networking opportunities, but author does not elaborate. Earnings 2026-08-10.
Up 7.64% today. Similarly, author cites geopolitical catalyst (Iran) rather than MRVL-specific drivers. Recent news mentions AI demand and competitive positioning, but author provides no fundamental view. Earnings 2026-08-26.
Up 10.88% today. Author observes the rally but attributes it to geopolitical news (Iran attack cancellation) rather than company fundamentals. No specific bullish thesis on SNDK itself; merely noting it's part of the broader tech rally. Earnings approaching 2026-08-12.