Buy MRVL by Jan 5, 2027.

I went into Marvell’s Investor Day still not completely sold on the stock. Great AI exposure, sure, but at this valuation I kept wondering how much of the story was already priced in. After yesterday... yeah, I think I was underestimating how big this could get. * FY28 revenue guidance is now \~$20B, ahead of the Street at roughly $18.2B. * Then they casually dropped a $70–90B FY31 revenue target. For context, Marvell did only \~$8.2B in FY26. Even getting …