$Marvell Tech(MRVL.US)

POST for 9/10/26

1️⃣ Since my past purchases from early June pricing ranging from USD247, the stock has been volatile but has generally been supported by strong AI related demand, customer silicon programs and data Center networking growth. Marvell continues to benefit from hyperscaler AI spending and has raised its longer term growth outlook.

2️⃣ Just last few days, added another position USD289.The company has since spread its custom chip business across multiple hyperscalers, the giant cloud operators buying AI hardware by the data Center full. that includes Google with which Marvell disclosed an Aug agreement that could generate up to USD120 bun in sales through FY2033 if performance milestones are met.

3️⃣ Over the next few quarters, the key drivers remain AI data Centers,custom ASIC ramps, optical networking and cloud demand. While valuation and execution risks remain, revenue growth and bookings trends continue to point toward a constructive medium term outlook.