“Marvell is a 5.8x opportunity to a trillion-dollar market cap, backed by a data-center connectivity monopoly and a rebound after a sharp mean reversion.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
Jensen Huang said it'll be a trillion-dollar company. That's more than a 5x. It's actually 5.8x from where we are today. they run they have a monopoly on connectivity of data centers. Data center is not slowing down by any stretch of the imagination.
Marvell went up completely bonkers, 350% but we tanked very quickly. Huge mean reversion from 330 down to 180. Nearly got halved. And it's going to rebound again.
the whole AI market just got whacked in July because of the implosion of Leupold's firm and Ken Griffin swept in and bought everything at half off.
The structured call
The receipt
Publish-day price $$164.50 · the claim is anchored to the moment it was said.