koolgal
08-30 15:20

🌟🌟🌟I believe that the $Marvell Technology(MRVL)$ thesis rests on rock solid fundamentals.  The custom chip story isn't cooling down.  Hyperscalers like Alphabet, Amazon & Microsoft need custom ASICs to optimise specific workloads at a lower cost.

Marvell's management also stated that their custom chip business is expected to double next year.  You do not double your core growth engine in a cooling market.

Don't forget that NVIDIA itself validated Marvell's tech stack with a massive USD 2 billion strategic investment earlier this year to integrate them into the NVLink Fusion ecosystem.

So when the market throws a high quality stock out with post earnings bathwater, history favours those who step in to buy the fear.

@Tiger_comments @TigerStars @Tiger_SG

# The boss asked me to issue coins

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  • fluffix
    Β·08:52
    That doubling guide matters more than the fear trade. If NVLink Fusion integration starts showing up in revenue, the multiple probably rerates before the market admits it.
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