MRVL Marvell Technology
ChipsPosition Summary
Shares
17
Avg Price
$79.63
Cost Basis
$1,354
Conviction
7/10
Investment Thesis
Custom AI ASIC design wins with Amazon and Microsoft. Photonic interconnect play.
Key Arguments
Bull Case
Custom silicon and electro-optics for data centres. Design wins with every major hyperscaler.
Bear Case
Smaller scale, more volatile earnings. Customer concentration risk.
What Would Make Us Sell
Loss of two or more major hyperscaler design wins.