MRVL is a compelling long-term investment driven by its transformation into an AI data center leader, key cloud partnerships, and high expected revenue growth.

Okay, now I'm going to move on to the third arrow in today's video, which is Marvel. As you know, this is a business sector that has attracted a lot of attention from investors over the past few years with the development of artificial intelligence.

But, you know, it's interesting. This is another company that hasn't always been at the forefront. As you know, this company was founded in the 1990s. Throughout most of its history, it was considered a leader in the design of storage and networking chips, but it was not one of the most exciting or attractive companies.

Then it made some acquisitions that radically changed this situation. In 2018, it acquired a company called Cavium, to which it added network chip technology and data processing.

In 2019, it acquired a company called Afra Semiconductor, the former custom chip design unit of

As we recently saw, Marvell sold its automotive and industrial Ethernet unit to free up engineering resources to focus entirely on AI data center chips. Therefore , this company has undergone a real transformation over the past few years, and can be compared to companies like Nvidia.

Meanwhile, Marvell designs custom chips to meet the specific needs of each cloud service provider.

It has a multi- year collaboration with AWS, an active participation in Microsoft's custom Maya AI chip, and recently expanded its partnership with Alphabet. In fact, Google has been granted permission to purchase up to 7% of Marvel's shares, subject to achieving specific revenue targets .

Marvell , through its optoelectronics division , manufactures the components that actually transmit data at the speed required for AI training kits. This means that Marvell is benefiting from the development of artificial intelligence in several ways, both from the design of custom chips and from the actual physical development, i.e., the challenge of moving data at the necessary speed with new AI components. It's really interesting.

I think many investors have been following Marvell, especially over the past year or two , but if we look at the bigger picture, if we follow this activity for a long time, we will find that the growth story has not been what it was until recently.

It was a high-quality company, but its growth was much slower.

Fast forward to the present, and the last quarter saw record revenues of approximately $2.8 billion, an increase of nearly 40% year-on-year. Data center revenues accounted for approximately $2.2 billion of this total, representing the majority of the company's revenue, a 46% year-over-year increase.

Data center revenues represent approximately 80% of Marvell's total revenue. The company has raised its forecasts for the fiscal year, as it experiences impressive growth.

Looking at Marvell, it is clear that its stock has seen a significant rise. This does not mean in any way that the company is undervalued, but it occupies a central position at the heart of one of the biggest shifts in the field of artificial intelligence devices, namely the trend of cloud computing giants towards designing silicon chips specifically for their workloads.

Marvell has ties to three of the world’s largest cloud computing companies , which adds considerable strength to its growth story. Consider a company that went from being a manufacturer of hard drive chips to one of the few companies trusted by giant cloud computing providers to design their most important AI chips .

I think this makes a strong case for why Marvell stock is an interesting option to buy and hold for the long term.

Yes, it is a pure growth story . If you look at the growth estimates for the next two years, fiscal year 2027, which is the year they are in, we find revenue growth of 47%, then 51% in the following year, and then another 43.6% in fiscal year 2029.

So , the growth there is very high, and it is expected to continue as such in the foreseeable future.

It is also interesting that Nvidia partnered with Marvel and invested $2 billion in it earlier this year to support its networking side . But yes, I think Jensen also said that Marvel's value could reach a trillion dollars or so, and on that day the stock price rose significantly, but I think everyone is trying to promote their products.

But yes, I think Marvel, a year or so ago, had a stock price trading below $100. There were rumors that Amazon might abandon it and move to Broadcom. Now, we see that Marvel is gaining significant momentum.

The share price rose significantly. Revenues are accelerating. So, she is certainly another big winner in the field of artificial intelligence.

Yes, and that's the point. You know, these stocks we talked about today, like TransDigm Group, Micron, and Marvell, are companies that have seen significant gains over the past few years.

But there is a growth story behind it . As you know, we talk about the importance of looking beyond the stock price. It is true that evaluation is important, but what is more important is to look at the underlying growth story to see if that evaluation is justified.

I believe these three companies already have strong justifications for their growth over the next three to five years. That's precisely why we wanted to talk about it today. We don't want to talk about stocks that we don't believe have sustainable growth stories.

I believe these companies still have great opportunities for growth.