~3 min read · 709 words ·updated 2026-04-28
Source log — Marvell Technology (MRVL)
This is the canonical inventory of sources scanned by /refresh --company mrvl. Each new refresh appends to this list (URL + first-seen-date) and updates per-source cutoffs in kb/.refresh_state.json.
Primary sources (Tier 1)
| Source | URL | Notes |
|---|---|---|
| SEC EDGAR submissions feed | https://data.sec.gov/submissions/CIK0001835632.json | UA: MRVL Research ward@elst.be · ≤5 req/sec. Tracks all filing types — 10-K / 10-Q / 8-K / DEF 14A / S-3 / 424B / 4 / 13D-G/A. |
| Marvell IR / press releases | https://investor.marvell.com/news-events/press-releases | Official investor relations PR feed. Cross-validates 8-K announcements within 1–2 business days. |
| Marvell Industry Analyst Day decks | https://investor.marvell.com/news-events/events-and-presentations | Slide decks for annual analyst day; download PDFs to /tmp/mrvl_site/decks/ then pdftotext -layout for ingest. |
Market data (Tier 1 structured)
| Source | URL | Pulled by |
|---|---|---|
| Yahoo Finance — daily OHLC | query1.finance.yahoo.com/v8/finance/chart/MRVL | site/scripts/update_price_history.py --ticker MRVL |
| Nasdaq — short-interest API | api.nasdaq.com/api/quote/MRVL/short-interest | site/scripts/update_finra.py --ticker MRVL |
| SEC EDGAR — Form 4 | (via submissions feed) | site/scripts/edgar_form4_history.py --cik 0001835632 --ticker MRVL |
Community / forums (Tier 2 — sentiment input)
Onboarding scan completed 2026-04-28. Coverage profile: weaker on retail-board breadth, stronger on thematic depth. Large-cap effects (~$130B mkt cap) suppress small-cap retail signal — IH and Reddit are thin, but Stocktwits and Seeking Alpha are dense.
| Platform | URL | Volume / cadence | Signal quality | Refresh priority |
|---|---|---|---|---|
| Stocktwits | https://stocktwits.com/symbol/MRVL | High; message-volume spikes 2,100%+ on catalysts (e.g., NVIDIA $2B announcement, Polariton acquisition). Sentiment as of 2026-03-06: “extremely bullish” (95/100). | Retail-driven, AI/optical enthusiasm-led. Useful for sentiment velocity. | High — primary retail signal. Scan on every refresh. |
| Seeking Alpha | https://seekingalpha.com/symbol/MRVL | ~1–2 articles/month over trailing 12 months (10+ articles). PRO-tier depth, mixed bull/bear theses. | High — sell-side-grade analysis with thesis shifts. | High — scan for new articles + Beth Kindig / Doug O’Laughlin coverage. |
| InvestorsHub | https://investorshub.advfn.com/Marvell-Technology-MRVL-6410 | Sparse; ~1–3 posts/week. Mixed TA + occasional DD. No curator/sticky digest. | Low — typical large-cap pattern; minimal DIY-research culture. | Low — quarterly skim only. |
| Reddit r/MRVL & r/Marvell | (subreddits exist but sparsely populated) | Very low cadence; no dedicated active community. | Low — no curator, no wiki. | Low — quarterly skim. |
| Reddit broader subs | r/wallstreetbets, r/SemiconductorsStocks, r/ValueInvesting, r/stocks, r/TheRaceTo10Million | Tagged-thread cadence: occasional (~1–3 threads/month across all). | Mixed; AI-infrastructure thesis–driven posts only. | Medium — scan for high-engagement (≥100-comment) MRVL threads on each refresh. |
| X / Twitter — $MRVL cashtag | (search the cashtag) | Fragmented; no clearly identifiable top-10 retail posters. Official @MarvellTech for IR. | Mixed; thematic AI-infra commentary dominates. | Medium — scan for new high-engagement posts on each refresh. |
| Substack — dedicated MRVL newsletter | (none identified) | N/A | N/A | N/A — falls back to general AI-infra newsletters listed below. |
| Discord / Telegram | (none identified) | N/A | N/A | N/A. |
Analyst / influencer accounts to monitor
Identified during onboarding scan; cadence captured in kb/_user_inputs/twitter_stocktwits_sentiment.md.
- Beth Kindig (I/O Fund Lead Tech Analyst — Seeking Alpha, Medium) — 15+ years semis/AI coverage; thematic AI-infra alignment; specific MRVL coverage when AI-infra cycle inflects.
- Doug O’Laughlin (Fabricated Knowledge / SemiWiki) — 800G/1.6T optical-interconnect specialist; covered Marvell Industry Analyst Day. Highest signal for optical-interconnect-specific MRVL coverage.
- Stocktwits — @MarvellTech (Official IR) — product/partnership announcements; mirrors PR feed.
Sources skipped during onboarding (rationale)
- Specialized competitor blogs — Marvell’s competitors are public mid/large-caps (Broadcom, Cisco, Coherent, Lumentum); their PR feeds are already in EDGAR. No specialized small-cap-style competitor blogs needed.
- Patent monitoring services — defer until Tier 2 KB content build-out (technology section).
- Technical media (Photonics Media, Laser Focus World, EDN, EE Times) — to add when 02_technology section is fleshed out; secondary priority.
Refresh cadence summary
- Daily (via
daily_rebuild.sh): EDGAR submissions feed, Yahoo price, FINRA short-interest, Form 4 archive - Weekly skim: Stocktwits sentiment, Seeking Alpha new-article check
- Per-catalyst (earnings, product launches, M&A): full Stocktwits + X cashtag dive
- Quarterly: Reddit + IH catch-up, 13F filing-window scan (Feb / May / Aug / Nov)