$Marvell Technology(MRVL)$ Mar

$Marvell Technology(MRVL)$ Marvell's tangible and retained earnings trend looks impressive. This is just a data drop and doesn't yet reflect output from Google. No dilution through APIC, and equity has never been higher. The retained and tangible numbers are ripping.

I see a 400 PPS one-year target, and it should keep climbing after that. Memory pooling across interconnected devices is huge. The load sharing and custom hardware Marvell offers fills a missing piece a lot of people don't realize they need yet, but they will once Google starts ramping. Competition should drive demand.

Feels a lot like Micron about a year ago.

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