Marvell is a strong buy with a potential 5x upside, as Jensen Huang called it the next trillion-dollar company and it's currently at a $200 billion market cap.
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Marvell is also reporting tomorrow, expecting a very juicy return.
another one that's earning on Thursday is Marvel. But speaking of the choke points and bottlenecks, memory is a big one and Marvel VP is pushing for DDR4 type of memory for recycling for use in their CXL memory because they are experiencing the worst DRAM shortage ever.
And they're focusing on all sorts of creative ways to fix that bottleneck as well.
Remember, when humans are faced with a challenge or shortfall or whatever, they fix it because money's on the line and that's what's called capitalism. Capitalism solves problems, hard problems.
These guys are doing that, too. So, I don't expect that to to slow down and also remember Jensen Huang said this is the next trillion-dollar company. It's currently trading a market cap of about 200 billion dollars, so that's an easy 5x for the traders out there.
Just like I mentioned before with Marvel, they're capitalists. They're figuring out ways to solve problems like drought shortage.
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