All right, stock number four that we wanted to talk about, Marvell. Yeah, so listen, it this is really predicated on the whole what we've been talking about so far. I mean, if if anyone's going to go toe-to-toe with Nvidia, it's going to be these large trillion-dollar companies such as Alphabet, such as Microsoft, such as Amazon, and such as Meta.
Oh, by the way, all four of those companies are customers of Marvell. And so, what does Marvell do? It is a custom silicon provider. Now, this company only has 9 billion in trailing 12-month revenue.
So, and only about 7 billion of that, somewhere in there, is actually in the custom silicon for its big customers such as Amazon and Alphabet, but you know, 7 billion, it doesn't need to take very much.
It doesn't need Tranium or the TPUs to be very successful or to see a whole lot of growth in order for that to be a big driver in its own revenue in that specific the the custom silicon part of its business.