u/jasmineisheree · 54d agono track record yet
Is anyone touching MRVL rn?
Marvell's structural moat in custom AI ASICs and high-speed optical interconnects positions it as critical infrastructure for hyperscaler data centers. Despite a high forward P/E of 60-68x, expanding operating margins toward 32% and a pipeline of $75B+ in lifetime custom silicon revenue justify accumulation as catalysts (1.6T optical ramp, custom chip deployments, Q3 guidance raises) de-risk the thesis.
At post $211.61Now $228.51+8.0% since postedas of Oct 23, 4:45 PM ET
1d-0.6%
3d-1.3%
1w+5.6%
1m+24.8%
3m—
6m—
1y—