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Price
$11.72
USD
Day
-8.2%
YTD
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Research feed
Latest imported research note for this ticker.
longwatchaleabitoreddit
Imported thesis
CFO confirmed purchase orders tied to Marvell Technology. Celestial AI legacy integration creates synergistic CPO position in MRVL supply chain.
Imported reasoning
MRVL relationship is real but stock at $11.53 vs. $8.20 median analyst PT is pricing aggressive scenarios. Maintaining low conviction. Need actual revenue scale from MRVL orders.
Last imported
Apr 23, 12:30 p.m.
Source report
2026-04-23_midday.md
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Watchlist notes
Public watchlist context and imported research metadata.
Thesis
CFO confirmed purchase orders tied to Marvell Technology. Celestial AI legacy integration creates synergistic CPO position in MRVL supply chain.
Sleeve
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Consensus PT (USD)
$15.00
Holdings
No holdings recorded for this ticker.