$MRVL was left for dead last year
The last few months of 2025 it really didn't participate in the optical run up.
Now it has become one of the more interesting setups over the next few years
Some bits:
> ~$1.5B custom silicon business targeting >$10B by FY29
> NVIDIA
Gaetano@Gaetano2026
$MRVL was left for dead last year The last few months of 2025 it really didn't participate in the optical run up. Now it has become one of the more interesting setups over the next few years Some bits: > ~$1.5B custom silicon business targeting >$10B by FY29 > NVIDIA