Frank Lee is bullish on Marvel Technology, upgrading it to Buy with a $300 price target. He sees Marvel as a key player in custom silicon and networking (optical transceivers) for AI data centers, benefiting from a massive diffusion of hyperscaler capex. He notes that memory prices (HBM) could double next year and that the AI cycle is infrastructure-driven, not consumer-driven, making it less price-elastic.
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HSBC
8.0
Investment Bank $1686.00B
Frank Lee 8.0
Investment Bank $1686.00B
Frank Lee 8.0
5/27/2026 5:53:40 PM
ndx
Lee's bullish thesis on Marvel and the broader AI infrastructure buildout implies continued strength for the tech-heavy NDX.
| 5/13/2026 2:55:57 PM | short term up | 5 days later | -2.57% | -2.57% |
| 3/12/2026 1:22:12 PM | medium term cautious down | 20 days later | -1.37% | +0.69% |
| 2/19/2026 6:16:02 PM | short term cautious down | 5 days later | +1.27% | -0.63% |
| 12/22/2025 2:42:18 PM | medium term cautious up | 20 days later | +0.78% | +0.39% |
| 12/6/2025 1:57:50 AM | medium term up | 21 days later | -0.40% | -0.40% |
| 12/1/2025 11:48:33 PM | short term up | 6 days later | +0.28% | +0.28% |
| 12/1/2025 6:33:31 PM | medium term cautious up | 20 days later | -0.37% | -0.18% |
| 11/14/2025 2:18:30 PM | short term up | 7 days later | +0.30% | +0.30% |
| 10/21/2025 2:06:48 AM | short term up | 5 days later | +3.79% | +3.79% |
| 10/20/2025 11:51:24 PM | short term up | 6 days later | +2.76% | +2.76% |
| 8/19/2025 9:14:27 PM | short term up | 5 days later | +0.76% | +0.76% |
