$Marvell Technology(MRVL)$ The

$Marvell Technology(MRVL)$ The custom AI silicon narrative is getting hard to ignore. Nvidia's $2B investment and Jensen Huang calling it the "next trillion-dollar company" really underscore the potential scale here. It's up 187% YTD and now in the S&P 500. After such a parabolic run, this current level feels important.

If the FY28 revenue target of $16.5B materializes, the risk/reward profile could be interesting for a long-term hold. I'm watching this one closely.

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