MRVL是一只前沿数据中心股票，目标价420美元。
逐段跳播
嗯，说实话，Credo、Marvell，你知道，那些人。而 Avgo 和 Nvidia 可能是最便宜的，甚至 AMD，虽然更贵，我会说一点点，让我看看现在的预期。所以，如果你去，让我快速获取，如果你去 Marvell，我在 Marvell，AMD 是 1.58。
Marvell 的盈利增长因子（PEG）为 1。是的。所以这是系数 1。1.58 是“AMD”的系数。让我们看看。“Credo”大约是 1。“Nvidia”是 0.75。0.75。
这是 1。然后如果你去“Broadcom”。“Avgo”、“Broadcom”、“Broadcom”是 0.93。哦，我们刚刚做了计算。让我确保它还在那里。我们确实刚刚打开了它。
0.9。是的。正确。所以这里。所以，0.9。现在突然这些人开始变得非常便宜。比如 Salesforce，从荒谬的什么都没有，看，Salesforce 仍然在系数 0.91，0.91 作为一个例子。
Bath 在 0.92，ServiceNow 在 153.92。Aya 1.53，我有一个意图在。0.9，Axon 2.1。2.19。你对 Intuit 说了什么？我已经忘记了。
我不想写错然后被训斥。0.9。你知道，Snow 是这里的异常，不是吗？所以，Snow 在这个疯狂的评估中是异常。但这很奇怪，因为这些公司真的在赚很多钱，而它们受到惩罚要么是因为恐惧、缺乏利润率，要么是因为人们认为泡沫已经结束。
我唯一能猜到的是。你知道，当我们看我们这里的这张图时。有一种恐惧，即这种编程的转变可能不会持续。所以，你知道，我想如果我看到这个，我仍然喜欢我的观点，我的结论是我现在仍然喜欢软件。
但在某个时候，设备将变得极其便宜，以至于它们将再次成为新的机会。嗯，还没有。也许我们需要一个“Anthropic 撤退”。好的。我的意思是，Dell 做得很好，但你也有分裂的风险，对吧？
此外，关于设备，这就是分裂风险的来源。我们之前已经讨论过这里的分裂风险，即 AI 和前沿推理增长放缓，而低利润的机构推理爆发。这可能就是市场试图探索的，我不知道。如果。我的观点仍然是软件真的很有趣。
Snowflake 真的很贵。在某个时候，硬件变得更受欢迎，但软件很棒。我仍然相信在第三和第四季度触底仍然是可能的。像 Palantir 这样的低谷是可以利用的。在我看来。
Um, honestly, "Credo," "Marvel," you know those, those people. While Avgo and Nvidia are probably the cheapest, even AMD, although more expensive, I'd say a little, let me see the expectations now. So, if you go to, let me get it quick, if you go to Marvel, I'm at Marvel, and AMD is at 1.58. Marvell has a Profitability Growth Factor (PEG) of 1. Yes. So this is a coefficient of 1. 1.58 is the coefficient for "AMD" . Let's see. "Credo" is approximately 1. "Nvidia" is 0.75. 0.75. This is 1. Then if you go to "Broadcom". " Avgo", "Broadcom", " Broadcom" at 0.93. Oh, we just did the math . Let me make sure it's still there . We literally just turned it on. 0.9. Yes. correct. So here. So, 0.9 . And now suddenly these men have started to become really cheap. Like Salesforce, which went from nothing ridiculous, look, Salesforce is still at a coefficient of 0.91, 0.91 as an example. Bath at 0.92, ServiceNow at 153.92. Aya 1.53, I have an intention at. 0.9 , Axon 2.1. 2.19. What did you say about Intuit? I had already forgotten. I don't want to write it incorrectly and then get reprimanded. 0.9. You know, Snow is the anomaly here, isn't he ? So, Snow is the anomaly in this insane assessment. But it's strange because these companies are making really good money , and they're being punished either because of fear, lack of margins, or because people think the bubble is over. The only thing I can guess is. You know, when we look at this graph we have here. There is a fear that this shift in programming may not last. So, you know, I think if I look at this, I still like my opinion, and my conclusion is that I still like software right now. But at some point, devices will become ridiculously cheap , to the point that they will once again become the new opportunity. Hmm, not yet. Perhaps we need an " anthropic retreat". Good. I mean , Dell is doing well, but you also have the risk of splitting, right? Also, with regard to devices, this is where the risks of division come from. We've talked before about the risk of splitting here, where AI and frontier inference growth slows, while low-margin institutional inference explodes. This may be what the markets are trying to explore, I don't know. if . My opinion remains that the software is really interesting. Snowflakes are really expensive. At some point, hardware becomes more desirable, but software is great. I still believe that reaching the bottom in the third and fourth quarters is still possible. And depressions like Balantir are exploitable. In my opinion.
不幸的是，前沿领域也将包括 Marvell、Broadcom 和 Credo，这更接近数据中心、前沿技术和大型企业。
Unfortunately, the frontier side will also include Marvell, Broadcom, and Credo, and this is closer to data centers, frontier technologies, and giant corporations.
看看像 Marvel 这样的公司，我的预测是 420 美元。Marvell 在 1，
Look at a company like Marvel, my prediction is $420. Marvell at 1,
这个频道对 $MRVL 的历次判断
Meet Kevin 在这只股票上共 4 条判断，这里只列相邻的几条。