Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more.
Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more.
If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here.
How not to take a position now?
Marvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'
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