$Marvell Technology(MRVL)$ Took a hit recently, but the broader thesis still looks intact to me. If AI infrastructure keeps expanding at the pace Jensen is talking about, the upside potential could be meaningful. Feels like the market is still trying to figure out whether that vision actually plays out.
The biggest opportunities tend to appear when the story is solid but sentiment is weak.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
