The 2026 Dark Horse Thesis
While the "AI trade" of 2024 and 2025 was dominated by the giants—namely NVIDIA—2026 is the year of custom silicon and infrastructure integration. Marvell is the dark horse because it has spent years positioning itself as the "silent partner" to the world’s largest hyperscalers (Amazon, Google, and Microsoft), and those long-dated R&D cycles are finally hitting full production scale.
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