SO
sorkdhkddlek
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Member since 2026
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From AI Infrastructure Plumber to Full-Stack AI Factory Architect
Key Takeaways • Marvell is the only player simultaneously covering custom ASIC design, 1.6T optical DSP, silicon photonics (Celestial AI), and CXL switching — a full-stack moat no single competitor replicates today. • NVIDIA's $2B equity investment (March 31, 2026) into Marvell via NVLink Fusion is not a component deal — it is an ecosystem architecture deal.Read more
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SO
US$140
8.1% overvalued intrinsic discount
Fair Value
Revenue
12.24% p.a.
Profit Margin
32.58%
Future PE
45.75x
Price in 2031
US$232.12
From Copper Cable Specialist to Full-Spectrum AI Connectivity Platform
Key Takeaways • DustPhotonics acquisition (April 13, 2026) is a declaration of war on Marvell's core optical market. For $750M cash + earnout shares (~$1.3B total), Credo acquires silicon photonics PIC technology covering 400G, 800G, 1.6T, and a 3.2T roadmap.Read more
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SO
US$185
0.9% undervalued intrinsic discount
Fair Value
Revenue
21.59% p.a.
Profit Margin
31.81%
Future PE
87.23x
Price in 2031
US$304.48