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Global Alpha

Unlock the world’s best investment opportunities with MPC Markets Global Alpha Recommendation Service!
Our expert analysts scour international markets to deliver high-conviction stock picks, backed by in-depth Macro and company research, proven technical analysis strategies and industry trends.

Global Alpha

Global Alpha podcast EP14: US Earnings & BTC Cycles

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In this episode of the Global Alpha podcast, Jonathan and Finn discuss the current state of the crypto markets and recent earnings reports from major tech companies. They analyze the mixed outcomes of earnings, the performance of key players like Palantir and Uber, and the implications of Bitcoin’s halving on market dynamics. The conversation also touches on investment strategies and the future outlook for both tech stocks and cryptocurrencies.

Global Alpha

Global Alpha BUY – Marvell (MRVL)

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Marvell is a classic “growth with volatility” story—loaded with AI upside but requiring tactical discipline. The thesis works if execution matches analyst optimism and AI/custom silicon demand keeps surging. But the risk of a sharp drawdown isn’t hypothetical, so trade management (tight stop-loss, staged trims) is key. Earnings date approaching.

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