['Jensen Huang 称 MRVL 将成为下一家万亿美元公司，市场对 AI 网络芯片预期极高。', 'MRVL 的叙事已经从普通半导体切换到万亿美元平台想象，但也意味着估值容错率很低。']
['Jensen Huang 称 MRVL 将成为下一家万亿美元公司，市场对 AI 网络芯片预期极高。', 'MRVL 的叙事已经从普通半导体切换到万亿美元平台想象，但也意味着估值容错率很低。']
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"The next trillion-dollar company, ladies and gentlemen."
- Jensen Huang on Marvell $MRVL https://t.co/5knItdfEsW
- Jensen Huang on Marvell $MRVL https://t.co/5knItdfEsW
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热门回复 4
@retailholder @TrendSpider $MRVL could end up being one of the biggest AI winners this decade.
The market is obsessed with compute not paying attention to the companies making sure all that compute can actually communicate.
That's where Marvell comes in. Bullish on $MRVL
The market is obsessed with compute not paying attention to the companies making sure all that compute can actually communicate.
That's where Marvell comes in. Bullish on $MRVL
@DollarCostAvg What could make $MRVL a huge winner
The market often thinks of Marvell as a chip company, but increasingly it’s becoming a custom AI infrastructure company:
- $AMZN AWS Trainium custom silicon CHIPS ARE CO-designed by $MRVL -> likely will be $500 plus ✅
-AI networking
-Optical interconnects
-Data-center switching
-Silicon photonics via acquisitions
The market often thinks of Marvell as a chip company, but increasingly it’s becoming a custom AI infrastructure company:
- $AMZN AWS Trainium custom silicon CHIPS ARE CO-designed by $MRVL -> likely will be $500 plus ✅
-AI networking
-Optical interconnects
-Data-center switching
-Silicon photonics via acquisitions
@DudeWhoInvests @TrendSpider Then people pile in 🤦♂️
@0xLoca @TrendSpider log scale and it still looks like that. $MRVL is in a different weight class now
