Marvell: King of AI Interconnect
Marvell rides AI infrastructure boom with strong growth and tech moats, but $194 price far exceeds $70-150 intrinsic value. Management executes well, revenue hits $2.4B, yet market prices in perfection. Technical support at $120 key. Is Marvell's current valuation justified by its AI growth prospects, or does it leave no margin of safety for investors? #Marvell #Semiconductor #Fabless #DataCenter #AI #Infrastructure #Networking #Storage #HighSpeed #Interconnect #Switch #Optical #Module #Custom #Accelerator #chip $MRVL
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