MRVL is about to get FORCE-FED into every portfolio on the planet π
June 22. Mark it. Marvell joins the S&P 500 and boots Pool Corp out the door. You know what that means? Vanguard, BlackRock, State Street β every single S&P tracker on Earth β is now legally obligated to buy this stock. They don't get a vote. They don't care about the chart. The index says own it, so they own it. That's billions in price-insensitive buying with a hard deadline. π₯
And it's not some random name getting the golden ticket. This is the company:
1) Posting record revenue, +28% YoY, and management just RAISED guidance to ~$11.5B this year and ~$16.5B next. They're not hoping β they're telling you it's coming.
2) Building the custom AI silicon for the hyperscalers. Data center is ~76% of revenue and accelerating.
3) That Nvidia dropped $2 BILLION into. And whose CEO Jensen Huang stood up and called the "next trillion-dollar company." Out loud. On the record.
Index buying + AI demand + Nvidia's blessing, all hitting at the same time. I'm not waiting around to see how it plays out. I'm positioned. πͺ
Not financial advice β my own conviction and my own money. I ran an index-inclusion playbook before (LITE) and it treated me very well. Do your homework, set your plan, size it right. LFG π€π
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- kookzΒ·06-08TOPIndex bid is real, but that 76% data center mix is the real juice. I bought some before inclusion β you trimming into June 22 or holding through?LikeReport