u/MostlyNothingInvests · 17d agono track record yet
Long MRVL
MRVL Investor day was kinda insane
Marvell's Investor Day revealed an aggressive FY31 revenue target of $70–90B (vs. Street consensus ~$18.2B for FY28) underpinned by massive custom silicon growth, a potentially $120B Google deal through 2033, and dominance in optical interconnect and AI chiplet connectivity. Even partial execution on these targets would justify a significant re-rating from current valuations, as the market is still underappreciating Marvell's evolving platform position across AI infrastructure.
At post $284.62Now $228.51-19.7% since postedas of Oct 23, 4:45 PM ET
1d-3.5%
3d-3.3%
1w-13.8%
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