Marvell Technology Group Ltd. (MRVL)

Iran tension is not the market-turning catalyst one might have expected.

I am simply respectful of the power of hope melded with the strength of so many parts of technology and I want to buy, not sell, these stocks when they get hammered.

During a talk with TheStreet, NXP CTO Lars Reger went into detail about his firm's R&D strategy for various growth markets.

Apple is at the core, for me personally, at the very center of my 5G technology trade.

RealMoney's Eric Jhonsa offers some predictions for what the tech world will witness in the new year.

It seemed to happen overnight. People watched. People listened. People cared. About what? Individual stocks.

We can't know exactly how the China-U.S. trade talks or our political battles will play out, but we can see the big ideas that will likely push companies higher.

Plus, checking in on the yield curve, the Put/Call Ratio, political gamesmanship here and abroad, and a handful of tech names.

Does it tick the President off that it appears the Chinese would rather not give up in writing any unfair advantages in global trade that they have enjoyed for decades this close to a national election in the U.S.? Of course.

There's still some value to be found in the sector. But a lot of the easy money has definitely been made.

Five G is about massive digitization for pretty much everything and it's simply not believed.

We can see a bullish setup on the weekly chart.

Everywhere I go I hear the smart money is betting on a recession, that earnings will be down, but every day something contradicts these bears.

You can't have the best of all possible worlds, or at least you can't have it for long.

But the question is what the Chinese are going to do to show they mean business ahead of the talks.

Though major chip suppliers shared both good and bad news in October, on the whole the positives outweighed the negatives.

Let's revisit the charts of MRVL today.

Despite playing the industry and macro blame game on the conference call, TXN execs may have overstated the significance of those factors in the company's poor report and outlook.

The GPU giant has steadily grown its addressable market, in part by creating end-to-end solutions that pair its chips with complementary software.

A trade deal still seems far away, so check your China exposure, again, as earnings season approaches.

But whether the Chinese will make concessions will remains to be seen. So far, they have not given an inch, and they have the most to lose.

Event or no event, Apple won't escape the issue of tariffs.

Marvell brushed off a light quarterly outlook, while Workday slumped in spite of raising its guidance. Valuations are a factor, but so are long-term expectations.

Huawei and the U.S.-China Trade Wars continue to weigh on many tech companies with Marvell being no exception.

Marvell isn't a quarter-to-quarter story and analysts are advising investors to treat it with longer-term targets in mind.