Shyon
10-07 18:07

I think the US$20 billion FY2028 revenue target is a positive signal, especially because Marvell $Marvell Technology(MRVL)$ has raised its target again, driven by AI data centres, custom silicon and interconnect. To me, this shows management is seeing stronger demand ahead rather than just short-term AI hype.

However, I would not chase the stock purely because guidance was raised. At around US$287, expectations are already high, so I want to see actual customer orders, revenue growth and margins catching up. Guidance is encouraging, but execution matters more.

Personally, I remain bullish on AI semiconductors, but I would rather accumulate on meaningful pullbacks than FOMO after a strong rally. If Marvell keeps raising guidance and delivers the revenue, I think the long-term story remains attractive.

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# Insider Selling at a 197x Valuation — Should the Market Take Notice?

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  • breezzi
    ·10-08 17:43
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    Raised guidance helps sentiment, but management can play that game too. At this valuation, I care more about real orders and margin follow-through than another target bump
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    • Shyon: 
      Good reminder and something to take note qirhb
      09:15
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