InvestAnswers 对 $MRVL 的判断变化

《Billion Dollar Day 💰: Miss 4 Days = Miss Everything》

今天也是，还有 Marvel，另一个 i13 名字，他们刚刚取得了一项突破。这对我来说有点意思，因为我记得 Cisco，我想是 1998 年，造出了他们的第一台千兆交换机。那么快进，那是多少，28 年后，Marvel 正在演示 102.4 太字节每秒的交换机。

不是千兆字节，是太字节，不是 1 千兆字节，是每秒 102.4 太字节。这太疯狂了。再说一次，光学和连接性是 AI 和 AI 数据中心的瓶颈之一。而 Marvel 是领导者。我确实相信它有很高概率在年底前再创历史新高。

这又是那张图。容易读，容易操作。触及那些层次，反弹，上涨，触及另一个层次，回落，买入信号，上涨。这些 AI 名字的波动性处理起来就是一种享受，除了 Palanteer。Palanteer 不遵守图表。

我不知道为什么，但我们明天会谈到那个。但总之，Marvelous Marvel 应该在年底前回到 320。我不该做出这些大话，因为这不是财务建议，但再说一次，图表上就是这么说的。营收也是。

Now, today as well, and Marvel, another i13 name, they just had a breakthrough. And the reason this is kind of interesting for me because I remember when Cisco, I think it was 1998, built their first gigabit switch.

Well, fast forward, what is that, 28 years later, Marvel are demoing 102.4 terabyte per second switch. Not a gigabyte, terabytes, not 1 gigabyte, 102.4 terabytes in a second. That is insane.

And again, optics and connectivity is one of the bottlenecks for AI and AI data centers. And Marvel is the leader. And I do believe there's a high probability it'll reach another new all-time high before year end.

This is the chart again. Easy to read, easy to play. Hits the layers, bounces, goes up, hits another layer, reverts back, buy signal goes up. The volatility of these AI names is just a pleasure to deal with the exception of Palanteer.

Palanteer is not obeying the charts. I don't know why that is, but we'll get to that tomorrow. Uh but anyway, Marvelous Marvel should head back to 320 before the end of the year.

I shouldn't be making these big claims because they were not financial advice, but again, it says it in the chart. And the revenue, too.

看原视频21:37