$Marvell Technology(MRVL)$ Jensen Huang called this company the next trillion dollar company, which is interesting. Marvel makes chips, and after the LITE acquisition they should become a vertically integrated AI data center play. Revenue from optical transceivers looks set to keep scaling alongside chip production during the chip shortage. Marvel reminds me a lot of Broadcom. Broadcom owns the full AI stack, making chips and software, while Marvel is positioning to own the optical transceivers side as well as chip production. Thinking about where the stock could be in 10 to 20 years, that would put the market cap around $2B to $5B. I'm comfortable just sitting back and letting it play out.
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