AthenaVeblen
03-08

$Amazon.com(AMZN)$

$Marvell Technology(MRVL)$ $Amazon.com(AMZN)$ $ARM Holdings Ltd(ARM)$ A lot like Amazon when AWS was ramping $Marvell Technology(MRVL)$ is ramping in the high growth area with a complete package partner like Arm will see an upside too, but this isn't a current earnings story but rather an upside story for next year and beyond as these growth area replace legacy business's revenue share


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