- Entry
- $86.34
- Final
- $153.23 +77.5%
- Target
- —
- Score
- +1.00
MASSIVE bet on light beams AI is hitting a physical limit. Models are getting huge. To train them, you need thousands of chips working as one. But connecting them with copper wires creates heat and traffic jams. Marvell (MRVL fixes the plumbing. Marvell is profitable and growing earnings at 25%. It trades at 23x earnings. Broadcom trades at 35x for the same growth. That gap is a mistake. The real kicker is Celestial AI... Marvell is in the processing of …
— ORIGINAL POST ·
MASSIVE bet on light beams
· r/investing
· Jan 29, 2026