Pep Invest(@Pep_Invest):$MRVL could benefit from both larger AI deployments and supplying more technology within each system. Custom processors, optical connectivity, switching and memory access give @MarvellTech several opportunities to expand its business with the same customers. Today’s expanded agreement with $GFS adds a manufacturing commitment that supports its optical growth plans. In my latest article, I examine how this connects with $GOOG, $NVDA and Celestial AI, why the long-term opportunity looks increasingly compelling, and which developments could turn that potential into higher cash flow per share. Full article 👇 Gracias, Pep. @damnang2 @PhotonCap @KawzInvests @michaelsikand @ren_stocks @CKCapitalxx @retail

2026.09.17 22:39

$MRVL could benefit from both larger AI deployments and supplying more technology within each system. Custom processors, optical connectivity, switching and memory access give @MarvellTech several opportunities to expand its business with the same customers. Today’s expanded agreement with $GFS adds a manufacturing commitment that supports its optical growth plans. In my latest article, I examine how this connects with $GOOG, $NVDA and Celestial AI, why the long-term opportunity looks increasingly compelling, and which developments could turn that potential into higher cash flow per share. Full article 👇 Gracias, Pep. @damnang2 @PhotonCap @KawzInvests @michaelsikand @ren_stocks @CKCapitalxx @retail_mourinho