MRVL is learning opportunity; Jensen Huang's endorsement suggests trillion-dollar potential; data center now 76% of revenue making MRVL the AI chokepoint.
MRVL at custom silicon and interconnect chokepoint for AI buildout; 76% data center revenue
@PSInvestor I'm learning too.. https://t.co/oQydo1TW6l
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +3.7% | +4.4% |
| 1 week | -8.2% | -5.3% |
| 1 month | -15.6% | -13.7% |
| 3 months | — | — |
| 6 months | — | — |