Marvell Technology: A Core Supplier Of AI Infrastructure.
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Kennedy Njagi1.3K FollowersFollow5ShareSavePlay(11min)CommentsSummaryMarvell Technology is a core AI infrastructure supplier, benefiting from accelerating custom AI silicon and data center interconnect traction.MRVL's custom chip wins and Celestial AI acquisition position it to capture new TAM in scale-up interconnect, with meaningful revenue expected by H2 2028.MRVL trades at an FWD non-GAAP PEG of 0.71x and 27x P/E, reflecting a growth-adjusted discount versus peers despite 21% expected revenue growth.I reiterate a buy rating, citing MRVL's critical role in AI buildout, robust pipeline, and underappreciated secular growth opportunity. Sundry Photography/iStock Editorial via Getty Images Investment Thesis Marvell Technology (MRVL) is emerging as a core supplier of AI infrastructure. I am reiterating a Buy rating on MRVL because the company's accelerating traction in custom AI silicon and dataThis article was written byKennedy Njagi1.3K FollowersFollowKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial literacy.The Curious Analyst is an associate of Kennedy NjagiAnalyst’s Disclosure:I/we have a beneficial long position in the shares of MRVL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.