Three bullish call trades hit the Marvell tape between Friday and Monday morning, roughly 6.5 million dollars in premium combined. Most of that money went to the only expiration that survives the August 27 earnings report. The rest expires almost two weeks before the print. That split is the whole story. The short dated bets need a bigger move than the market is pricing, about a one in twelve shot, while the one that owns earnings sits closer to one in four. Marvell has run from near 160 to 216 in two weeks. Education, not a recommendation. 📊 tastylive: tastylive.com 📰 Get Tom's pre-market analysis every morning: tastylive.com/newsletters 📘 FREE Options Strategy Guide: tinyurl.com/bp9ms763 📱 Follow tastylive on X: x.com/tastyliveshow Chapters 00:00 The Marvell setup and this year's run 00:44 Three bullish call trades on the tape 02:00 Why the expiration split matters 03:33 Marvell's custom silicon bull case 05:46 The signal and the noise ...