Got you regards beat on MRVL

Been in MRVL for a month or so. MRVL was obvious in hindsight. Investment thesis was simple, MRVL designs custom asics for Microsoft, Amazon, and Meta. All the hyperscalers are moving away from general purpose GPU’s/SOC’s to keep costs down, and only Broadcom and Marvell stand to benefit from this. Marvell’s optical interconnect business is cherry on top. Google Marvell rumor sealed the deal for me. Will hold untill MRVL hits $500. MRVL 175c 1/27 submitted by /u/DryBicycle5629 [link] [comments]