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Posted by
Two Blokes Jun 19 -
Filed in
Stock
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2 views
Marvell held its Custom AI Investor Event, and the market is eating up 2028 targets for data center TAM of $94B, higher than last year's target by 26%. Marvell stock traded as much as 10% higher post-event and is currently making its way back onto the AI growth bandwagon after a 32% YTD dip. There is no way to prove or disprove the 2028 and considering the near-term negatives have already been priced into the stock, we think Marvell is an attractive trade.
