Dray
Finance Student, Stock Investor, Technology & Business
Marvell is down 16% from its recent all-time high despite strong signals that aren't being talked about enough. Jensen Huang called it the next trillion-dollar company on June 2, President Trump made his largest purchase, $5.25M of Marvell, in July, and Marvell signed a custom chip partnership with Alphabet last month. x.comÂ
Marvell can become the next $1 trillion company, which makes the investing case simple. Jensen Huang was cited as saying so, and even if that comment actually referred to AMD, Marvell can still reach the mark. x.com x.comÂ
The Lumentum merger makes Marvell's path toward a $1 trillion valuation look clearer if it executes well. Jensen Huang had called Marvell the next $1 trillion company. Lumentum's demand is sold for the next two to three years, though whether that gives Marvell an edge remains an open question. Marvell looks like a long-term opportunity, but the route to building a position is still unclear. x.comÂ
Marvell looks like the biggest bubble mankind has ever seen at about 100x trailing earnings, 170x forward earnings and 33x sales. The stock added about $110 a share, roughly $100B of market cap, after Jensen Huang said it will become a trillion-dollar company. x.comÂ
Marvell Technology could return 5x from current prices if it becomes a $1 trillion company, as Nvidia CEO Jensen Huang said it will one day. Today looks like a nice entry. x.comÂ
Marvell is the next trillion-dollar company, and its growth trend should continue when it reports Q2 on August 27. Jensen Huang said Marvell is the next Micron. x.comÂ
Marvell's roughly $90 billion valuation jump on a single comment is not sustainable; the only question is how long it can last. Per The Kobeissi Letter, the stock rose over 45% in two days after NVIDIA CEO Jensen Huang said it could become the next trillion-dollar company. x.comÂ
Marvell's custom AI silicon business is scaling very fast after Google struck a deal with it for custom chips covering AI, networking and memory, including an equity stake in Marvell. Stifel says the deal could generate up to $120B of revenue over about seven years, far above Marvell's current annual run rate. x.com x.comÂ
The market may still be underestimating Marvell as it becomes a key supplier of custom silicon and connectivity for the AI build-out. At its Investor Day, Marvell put its addressable market at about $400 billion by 2030, targeted about $20B of FY28 revenue and said revenue could reach $70-90B by FY31. Last quarter revenue rose 37% to $2.74B on AI and data-center demand, and Nvidia's Jensen Huang reportedly called Marvell the next trillion-dollar company. x.com x.comÂ
Marvell's ambitious long-range outlook is encouraging about hyperscaler and AI-lab spending plans, but hitting it depends on AI revenue and token consumption soaring through decade's end. Even if its FY28 estimates rise again, Marvell trades at a healthy premium to Nvidia and Broadcom, especially on a GAAP basis, and those two are growing fast too. x.comÂ
Marvell expects its revenue to grow tenfold in five years to $80B, driven by custom chips it builds for hyperscalers. Those companies design their own chips to reduce reliance on Nvidia and cut the long-term cost of off-the-shelf parts. The custom segment had no revenue two years ago and is expected to bring in $30B by 2031. x.comÂ
