MRVL

"The only other real player is Marvell, but Broadcom is the clear leader today, building around 60% of the world's custom AI chips."

"CFO Dan Durn has decided to move, take the exact same chop job at Marll. And this happened really quickly."

"The stock is trading at 20 times earnings. 20 times earnings is very cheap for a semiconductor like Meta, especially if I compare it with other stocks like AMD, which I believe is overvalued, like Marvell, which I believe is overvalued, and even Silvress."

"Marvel, Coherent."

"To hit a [170s] trillion dollars, it would need a [171s] roughly 4x from here. That is the dream [174s] Wall Street is now chasing. Third, [177s] Marvel is joining the S&P 500, the most [179s] important stock index in America."

" If that [623s] happens, if AI spending just goes back [625s] to normal, Marvel's growth slows and the [628s] stock price could fall very hard."

"which would [600s] reduce demand for Marvel's products."

"Marvel may not have the size or the [558s] balance sheet to compete with that kind [560s] of machine."

"Marvel very simply is [60s] an American chip company."

"And since that investment, the stock is up [152s] over 200%. Second, as I mentioned at the [155s] open, Jensen Huang stood on stage at the [158s] major tech conference and said, and I'm [160s] quoting the reports here, this is the [163s] next trillion company. Marvel is worth [166s] around $235 billion today."

"they need to hire Marvel to design it."

"I can look at a discounted cash flow over [1068s] the next 10 years of a negative 7.85%. [1071s] So guys, I'm looking at this and [1074s] thinking 12% revenue growth that could [1076s] be low, but let's go up to the top here [1078s] and just change this to 12, 16, and 20%. [1083s] I'm increasing that growth rate from 12 [1085s] to 16%. That's a 33% increase. And look, [1088s] I still have negative numbers here. This [1090s] is hard for me to get my head around. [1092s] And for me, it's just it's"

"Marvel itself has said its [297s] custom chip business could pass 10 [299s] billion in revenue by 2029."

"This is [577s] not me guessing. In Marvel's own [579s] official filing with the government, [580s] they flag this risk very clearly."

"That's what Marvel builds."

"Investors [217s] are now asking, could Marvel follow that [219s] same path?"

"shifts its order to Broadcom, [663s] or changes its technologies, Marvel's [666s] revenue could change very quickly and [668s] very painfully."

"There are three big [259s] reasons why Wall Street's going crazy [261s] for Marvel."

"So, when I tell you you're [502s] about to break down whether Marvel is a [504s] deal or not, just know that's a small [507s] slice of what's happening inside the [508s] community right now."

"Let's look at it this [905s] way. If they did $15 per share in 2034 [908s] and you assign them a 22 PE, guys, [912s] that's $330 per share. Their current [915s] price [917s] is $300 per share. So 10% upside for the [920s] next 10 years, that's less than 1% [922s] annualized."

"We're not seeing the same thing [792s] for Marvel."

"And Jensen Huang himself [376s] explained that the thing that makes a [378s] giant AI data center actually work is [381s] the connectivity and that's exactly what [383s] Marvel builds."

"The bulls are saying, [318s] "What if Marvel becomes Broadcom number [321s] two?"

"While everyone is [531s] excited about Marvel, Broadcom is [533s] actually dominating the same space and [536s] the gap is widening into a canyon."

"So, they want to [279s] build their own custom AI chips and they [281s] need a partner who knows how to design [283s] them. Marvel is one of only two [285s] companies on the planet that dominates [287s] this work."

"And the financials are already very [334s] strong. Marvel did 8.72 billion in [338s] revenue over the past year with a record [340s] recent quarter of 2.418 billion, up 28% [344s] from the same quarter a year ago."

"So, we're going to use [680s] our stock analyzer tool to make [687s] reasonable assumptions about Marvel's [688s] future, factoring in those bull and bare [691s] cases to determine the right price to [694s] pay today based on our assumptions."

"Wall Street is [25s] calling it the next Nvidia, but [27s] something's happening underneath this [28s] rally that every Marvel shareholder [31s] needs to understand."

"But back to Marvel, the price of [731s] the company is $267 billion."

"Marvel shareholders are on an absolutely [2s] wild ride right now. The stock is up [4s] 245% [7s] since Nvidia invested $2 billion into [9s] the company."

"If data movement becomes the most [408s] valuable part of AI, Marvel is [410s] positioning itself right at the center [412s] of it."

"Marvell after that huge pump from Jensen. Marvell is down 10.3%"

"14.4% 4% with Micron down 7.1, Marvel 7."

"that's Marll Technology. Their digital signal processing chips go inside virtually every 800 gigabit transceiver that's on the market today. That's roughly 50% of the market share. When light comes out of a photonic chip and needs to be interpreted as data, that's Marll's silicon doing all the work. And they also designed custom AI chips for Amazon"

"They injected $2 billion into Marvel technology to optimize custom data routing."

"Yes, Marvel is reporting. Think Broadcom might report the week after that."

"the usual suspects right now are green which are Intel Micron and Marll a little bit red"

"Sandisk, Western Digital, things like that have gone up quite a lot."

"The second layer is the silicon stack. Micron, Amkor, Broadcom and Marvell. This is where the highest upside lives over the next five years."

"Now, onto one of the most underappreciated plays on this list, which happens to be Marvell Technology. And the reason starts with a single number."

"Analysts have Marvell forecasted with 11.7% upside over the next 12 months."

"Let's go ahead and begin with the first company of Marvell, where they design custom chips and high-speed networking gear, and keep the entire data center moving forward."

"And next, I'd put $10 into Marvell."

"And speaking of great investments, Nvidia also invested $2 billion into Marvell Technology, ticker symbol MRVL, on March 31st."

"of people voted for Intel just nudging [54s] out Marvell, another [56s] semiconductor stock."

"custom ASICs for Broadcom, Marvell, Google, Amazon, and Microsoft."