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Posted by
Two Blokes May 22 -
Filed in
Stock
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2 views
Marvell Technology's 40%+ YTD drop presents a compelling buy for tech and AI investors, with significant upside potential as AI infrastructure demand accelerates. Strong partnerships, innovative custom compute capabilities, and rapid data center growth position MRVL at the forefront of AI technology, alongside industry leaders. The current valuation is attractive, trading at the sector median, despite high growth forecasts; my base case targets 35% upside, with potential for 100% in a bull scenario.