Backing Affirm means you are making a bet on the resilience of modern consumer's shopping habits. You believe that everyday shoppers will continue to use Buy Now Pay Later to finance their lifestyle habits.
But backing Marvell? You are betting on the fundamental physics of global computing.
Marvell design the ultra complex electro optics & custom ASICs required to link thousands of GPUs together into a single cohesive supercomputer.
While consumer spending will ebb & flow, the data explosion is very much part of the AI infrastructure of the future.
Marvel's recent 8% drop is a golden opportunity to back a company with lots of exponential growth ahead.
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- Heartbeat12Β·08-28 17:12Marvell for me. The sticky data center customers and pricing power feel more durable than BNPL hype, and this pullback looks more like a gift than a warningLikeReport