$Marvell Technology(MRVL)$ I am a bit confused, as usual. Equity is up. If equity quality matters, tangible is up while intangible is down, meaning tangible is overcoming amortization of goodwill. That is really good.
Photonics is leading edge. Lower power, high speed, being coupled with chips that configure with AI adaptive changes. Yet the stock is down 30 percent?
This feels primed for upgrades, new price targets, and long hold times for longs. The bear case, as always, is that it is going to zero because it makes money.
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