Marvell: Buy the Dip — Position for a $90B Data-Center Connectivity Market
Marvell is my top pick in the connectivity layer of AI infrastructure. The company already shows accelerating data-center revenue, attractive operating margins, and management has laid out aggressive revenue targets that imply a multi-decade market opportunity. Today’s pullback offers a concrete entry at $260.10 with asymmetric upside if Marvell ex…