Marvell's expanded multi-year deal with GlobalFoundries is very bullish, adding silicon germanium capacity at GF's Burlington, Vermont facility to support Marvell's next-gen pluggable, near-packaged and co-packaged optics as AI data centers push toward higher-bandwidth interconnects, per @wallstengine. x.com 

Marvell's memory-interconnect opportunity now includes sharing more memory across inference hosts. Its second-generation Structera X CXL 3.2 controllers can support up to four hosts, with up to 6TB of DDR5 per controller and workload-dependent compression offering 2-3x effective capacity for longer contexts and KV caches, per Marvell. First-generation products ship to hyperscalers; the new controllers are expected to sample in Q1 2027, so customer adoption and production remain checkpoints. … Show more

Marvell's $1 trillion valuation, which Jensen Huang predicted, is a slogan rather than a valuation. At its FY2028 targets of $16.5B revenue and a high-30s operating margin, $1T means about 60x sales and 180x adjusted earnings; at 30x earnings it would need roughly $95B of revenue, essentially the entire $94B 2028 data center market Marvell estimates. GAAP net income was just $34.5M in Q1, and dilution adds pressure. Operating leverage from 45% growth is the bull case. x.com 

Marvell is the best at connectivity engineering, and optical connectivity, the fastest way to move data, is now the biggest AI bottleneck according to its CEO. Jensen Huang says Marvell is on a path to becoming a $1T+ company. Companies that own the technology to move data at the fastest speeds over any distance will be as important as GPU makers, which is why the market prices optical suppliers like the next Nvidia. x.com 

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.com 

Marvell's management is running the stock as a pump and dump to move shareholders' money into their own pockets. Wall Street prices Marvell as an ASIC design house without realizing that ASIC design is just IT outsourcing. It is not a real CXL play either: CXL IP is sold by Cadence, Synopsys and Rambus with no moat, and Astera Labs, which builds the switches and software around CXL, is the only good CXL play. x.com 

Marvell's $70-90 billion FY31 revenue target looks credible: COO Chris Koopmans said key foundry, substrate and packaging suppliers get five-year forecasts and had already seen it before investor day. A $500 price target still looks too aggressive for now; Marvell must show it can grow its networking and photonics segment to deserve a safe price increase. x.com  x.com 

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.com 

Marvell's end-to-end networking approach is well suited to heterogeneous GPU, CPU and ASIC compute and mixed optical/copper technologies. Its shift from AI loser to winner deserves a lot of credit: its old custom-ASIC focus had lost out to Broadcom and Alchip, but it is now back in ASICs as Google's TPU v10 partner. The stock's excellent run reflects how it is now perceived. x.com 

Rising 1.6T switching demand favors optical suppliers, though their execution risks vary. Bank of America says the market could grow ~101% annually through 2030. Marvell's leading DSPs and Lumentum's supply-short 200G EML lasers are lowest risk; Applied Optoelectronics' capacity expansion and Fabrinet's customer concentration make them medium risk. Aeluma remains pre-commercial, while Lightwave Logic's polymer modulators are a high-risk moonshot despite its TSM partnership. x.com