MRVL is a strong buy due to the massive Google custom silicon partnership, rapid data center revenue growth (75% YoY), and high demand despite supply limits.

The next company I actually want to take a closer look at is Marvell. Now, Marvell just recently reported earnings, and I thought earnings were great. The stock is down roughly 10%.

Market cap of 190 billion. Year-to-date, the stock is up 142% but from its 52-week high, the stock is down nearly 30%.

Now, the reason I want to talk about Marvell is Marvell is part of the NVLink Fusion. They have plenty of memory controller solutions as well. They also have a great partnership with Amazon and AWS.

So, if Nvidia and Amazon are working closer together, the probability of Amazon and Marvell working closer together also increases.

So, it's not a guaranteed, right? It's not a guaranteed seed and there's other players AWS can go with but it just helps me believe that the opportunity for them to be some success is truly, truly there.

And we know Nvidia invested big in Marvell, right? $2 billion and mentioned this was the next trillion dollar. If they're working really good with Amazon as well, Nvidia can also be kind of that seller point, that middleman.

Hey, look, we've actually worked with Marvell on NVLink Fusion. I know you work with them already for the training platform. Maybe you can extend a lot of these NVLinks Fusion partnerships that we're doing and work with them as well, one way or another.

So, Marvell is one that I really, really do enjoy as well.

Now, earnings I thought weren't that bad, right? The company did increase revenue guidance for this year by about $500 million. Nothing crazy and for next year, they increased it by about 1.5 billion, all riding on the Google custom silicon relationship that just got a lot bigger.

For those who are not familiar, Nvidia and Marvell and Google recently had a big partnership. And many people when they kind of make do look at the numbers of of these partnerships, they try to divide it evenly, right?

If in theory it's a hundred billion dollars in five years, which is I'm giving a fake number here, the market would say, "Okay, you're getting 20 extra billion dollars every year now."

But that's not how the story goes with the compute side, right? It's and and pretty sure with most businesses, it's more like an upside down pyramid where it starts off, I think a cone is probably a better ice cream cone.

It It small, right? It starts small and then it starts to get bigger and bigger and bigger. And that's what we should expect with this. Maybe some investors were expecting it to be more like a a rectangle, right?

Where it's evenly throughout this multi-year time frame, where instead it's just going to get bigger and bigger over time. And sometimes the market is impatient, in my opinion.

Data center revenue is up it and for next quarter, they expect it to be up 20% sequentially and 75% year-over-year. They are really big in the optics space. They recently acquired the Celestica AI and they mentioned that CPO and NPO is much larger than they just thought a quarter ago. So, that's a market that's scaling up.

Uh the Google partnership is going to be massive and they believe, right? That they mentioned that the silicon in fiscal year 2029 was going to double. They believe that's going to be much greater than that, right?

It was previously guided at $10 billion plus and got a large larger than anyone can model.

Now, they do have a AI investor event on October 6th and that's when we're going to get a lot more information. But, from what we heard and the pieces that we got from Marvell's CEO, I believe this is a market that's going to get insane pretty, pretty quickly.

There were a few other things that kind of might be interesting to investors. He talks a little bit about copper and optics. Is either copper or optics. And Murphy says, "No, that's not the thing.

It's going to be a mixture of both." We're seeing it in a lot of other solutions where just because you have a higher tier of something doesn't mean that the lower tier goes down, right?

It's you you there's opportunities for both and there's going to be great revenue in both these segments.

Finally, Murphy mentions that one of the biggest issues is obviously, obviously, supply. Supply is the limiting factor even as demand accelerates.

So, now we have three stocks, right? We have Nvidia, we have Amazon, we have Marvell.