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$MRVLBull claim
Meet KevinMeet KevinANALYSTJul 1, 2026
The claim

“Marvell is a compelling long-term play on disaggregated AI infrastructure, with its Octon base processors powering 5G/6G base stations in an AI-native wireless network.”

Why he says it — point by point

FAVORABLE & AGAINST · BOTH KEPT
On record

I prefer Marll over Nvidia right now.

Why

this is what I call the long shot for Marll is that in the very long term you end up with disagregated AI over the next five or 10 years.

Marll has a product called the Octon base processors. those handle 5G and 6G.

sold a lot of Nvidia, probably at an average cost basis or average sales price basis of about 195 and send alerts to all my course members when I did that. Uh and then invested uh into Marll

The structured call

Direction
Bullish
Catalyst
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Target
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The receipt

YouTube · 22:4222:42

“Marvell is a compelling long-term play on disaggregated AI infrastructure, with its Octon base processors powering 5G/6G base stations in an AI-native wireless network.”

From "Elon Loses It | LEAKED SpaceX's NEW AI Device"
Open the source at 22:42 →

Publish-day price $$164.50 · the claim is anchored to the moment it was said.

Meet Kevin on $MRVL, over time

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