I have $400k in $MRVL - which reports earnings this week on Thursday Little nervous but if you really dig into this company it’s hard not to be bullish. • Working with all 4 major US hyperscalers • Brand new expanded Google deal tied to their TPU • Longstanding AWS relationship across custom silicon + networking • Exposureto Microsoft + Meta custom silicon • Nvidia just invested $2B into the company • Custom silicon / ASIC demand is only getting bigger as hyperscalers try to lower costs + reduce dependence on Nvidia • Jensen needing to teduce memory need Obviously earnings can do anything short term and expectations are high. But looking out 12-24 months, I still think $MRVL is one of the best (if not the best) ways to play the custom AI silicon trade
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