So I started investing last year and bought 1 share of $MRVL as a partial joke with thoughts about selling it when it was doing bad in the winter and I now have a 120% gain on it. If i had to guess the reasons it's due to the agreement with $NVDA (https://nvidianews.nvidia.com/news/nvidia-ai-ecosystem-expands-as-marvell-joins-forces-through-nvlink-fusion) (https://www.marvell.com/company/newsroom/marvell-nvidia-provide-to-custom-solutions-advanced-ai-infrastructure.html). $MRVL is also in talks with $GOOGL (https://www.reuters.com/business/marvell-shares-gain-report-deal-talks-with-google-develop-two-ai-chips-2026-04-20/) on designing two TPUs for AI. EPS for $MRVL was also beat for the quarter. I'm planning on seeing how my share does tomorrow because I was originally planning on selling it but then I'm like well it seems like $MRVL has momentum right now so I might buy more shares. Then I thought: Well $MRVL does transceivers and network cards. AI requires high speed networking to communicate (400+ Gbps). The next step is to look into $ANET, $HPE (Juniper and Aruba), and $CRDO (Startup specializing in DACs and transceivers) since they all appear to be gaining momentum.
