Back the AI Infrastructure Play: A Long on Marvell Toward a $410 Price Target
Marvell’s investor day pushed the company from niche networking supplier to clear AI infrastructure contender. With management guiding FY2028 revenue to $20B and a long-range target of $70-90B by FY2031, the stock can re-rate meaningfully if execution and hyperscaler demand hold. This trade idea lays out an actionable long with entry at $284.73, a …