Kairos@KairosPraxis$MRVL deserves a lot of credit for repositioning itself from an AI loser to winner. For the longest time, their narrative was centered around custom asics and they kept losing out to $AVGO and Alchip. Now that they're perceived as an end-to-end networking company, the stock has
Kairos@KairosPraxisEvery hyperscaler and AI model provider now mixes between $NVDA chips and their own custom asics. So, $MRVL positioning itself as a chip-agnostic provider of networking that works across all kinds of racks is quite clever. (That said, the use cases and topologies for NVDA vs
