Sam Badawi
@Sam_Badawi
Livestreams & deep dives on stocks, fundamentals & Solid Talk | Stock Talk Insiders, use code "SAM" for 10% off, link below ⤵️
Joined March 2020
598 Following 44K Followers
$MRVL RBC RAISES MARVELL PT FROM $170 TO $200
$MRVL BANK OF AMERICA RAISES THEIR PRICE TARGET FOR MARVELL FROM $125 TO $200
The entire report suggests their TAM for AI networking through 2030z specifically a $10B increase for optics and also for Ethernet transceivers.
No mention of $GOOGL TPUs. Higher.
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