土澳大狮兄BroLeon | Crypto | AI | Stocks
土澳大狮兄BroLeon | Crypto | AI | Stocks|Jun 16, 2026 07:09
Is the CFO running away with a bucket? Let's first understand why it's being sold Today's news can be easily understood by many people as MRVL executives running away from high positions to cash out. In fact, a simple background check shows that this is a very normal reduction in holdings after personnel changes. Meintjes has notified the company of his resignation as CFO on 6/10 and officially stepped down on 6/15, to be succeeded by Dan Durn (former Adobe CFO). The sale date of Form 144 on 06/15/2026 happens to be the day he steps down - this is a typical "pre departure/post departure clearance" operation. My understanding is that it is basically neutral and biased towards noise, but MRVL did rise very aggressively after Lao Huang's last call for orders, and has become a standard feature for many brothers in the cryptocurrency circle. It needs to be noted that the valuation has already been fully inflated. Adding in the net insider sales of approximately $32 million over the past three months, with zero buying, once this $60 million is included, it will make the narrative of 'continuous insider distribution' even more eye-catching. If we kill a wave now, the emotional aspect may cause previously profitable retail investors to take profits and form a pulse of decline. If it could trigger a wave of Fud and cause a stock price correction, it would actually be a good thing. I haven't bought enough yet The company's fundamentals are not a problem. In March, Nvidia strategically invested $2 billion in NVLink Fusion cooperation and acquired Celestial AI/XConn (Silicon Optics+CXL). The company reiterated its Q2 FY27 guidance. Looking forward to providing some suitable opportunities for boarding.
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