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#	AUTHOR DATE SUBJECT
19	member 12/04/24 11:51AM Re: MRVL Thoughts from Here 18
Thank you jso1123. view available tags
18	member 12/04/24 7:41AM MRVL Thoughts from Here
Fwiw, we are still bullish and think there’s potential for the stock to go a lot higher from here, as we see earnings growth accelerating, the magnitude of beats increasing in the next 2-3 quarters... login to read the rest 3 view available tags
17	member 12/03/24 6:02PM Upside from here?
Great quarter. I'm curious to hear people's views on the upside from here. Management noted that the Customer C (i.e., MSFT) program is still on track to be the largest opportunity yet. A couple of view available tags
16	member 12/02/24 4:53PM Re: trainium2 ramp? 12
You can get a sense of Trainium ramp from MRVL's CoWoS allocation for TSMC, which is locked in for CY2025. view available tags
15	member 12/02/24 4:51PM Re: Re: Amazon deal 14
Agree with all the below, especially related to noise surrounding potential loss to AIChip for next-gen. I think AMZN's ongoing push in custom ASICs, and the leading AI/ML startups' acceptances of Trainium, are indications of... login to read the rest 1 view available tags
14	member 12/02/24 12:51PM Re: Amazon deal 13
I think people digesting it and the implications (no sell side notes have come out, very little written yet in blogosphere on it surprisingly), but hard not to see this as very bullish for MRVL. ... login to read the rest 2 view available tags
11	member 11/01/24 10:22AM Re: Tranium 3? 10
We think very likely they win it, Alchip of course saying they will win (but recall they were also out telling everyone through 2023 they had won Trainium 5nm when they hadn't, you can see... login to read the rest view available tags
10	member 11/01/24 8:58AM Tranium 3?
Any thoughts on whether MRVL will lose Tranium 3? Some recent channel checks suggest it's not a clear lock. 1 view available tags
9	member 10/01/24 10:40PM thoughts on DSP/Custom Si
The thesis is quite detailed and well laid out! Every optical conference seems to be a must to watch (and a reason for analysts to load up on coffee) for all these names - any... login to read the rest view available tags
8	member 9/20/24 7:50AM Re: Intel Chip Win? 7
This isn't AI accelerator (what MRVL/AVGO are doing), it's a networking ASIC (what the word "fabric" refers to). Any AI accelerator chips are being down (by necessity) on TSMC. INTC has yet to demonstrate it... login to read the rest 1 view available tags
7	member 9/16/24 4:41PM Intel Chip Win?
Any thoughts on Intel just announcing a fabric chip partnership with Amazon? view available tags
6	member 8/30/24 7:36AM Re: Thoughts on Q2? 5
I thought it was universally positive: 1) custom ASIC program (which market was skeptical about) ramping, 2) optical networking demand following GPU demand (echo boom); 3) cyclical businesses finally turning (took a few quarters longer... login to read the rest 2 view available tags
5	member 8/30/24 7:22AM Thoughts on Q2?
Anon -- thanks for writing this up. Helped me finally get off the sidelines on this one. Any updated thoughts post Q2? Seemed pretty positive across the board to me, but I'm still fairly early view available tags
4	member 7/31/24 8:41AM Re: Management Sandbagging? 2
we think the building blocks by (i) ASIC informed by volume / ASPs + (ii) DSPs ramp by bandwidth indicate the guide is way too conservative for 2025-2026+; management also retroactively messaged at their AI... login to read the rest 1 view available tags
3	member 7/31/24 8:40AM Re: Incremental 2-4 custom ASIC wins? 1
sure thing. without getting into too much detail, we have picked up the following data points in our research that are incremental to the chips covered at the AI day: 2 additional AI ASICs (1... login to read the rest view available tags
2	member 7/30/24 4:35PM Management Sandbagging?
Thanks. We are very much in line with the thesis here. How are you certain that management is explicitly sandbagging the guidance here? view available tags
1	member 7/30/24 3:33PM Incremental 2-4 custom ASIC wins?
Thx for the write-up, i agree on the skew here - market is very skeptical vs. what the channel is saying, so as long as they execute and the cyclical businesses don't worsen vs. consensus... login to read the rest view available tags

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			2024	2025
Price:	63.44	EPS	1.85	3.70
Shares Out. (in M):	876	P/E	43	30
Market Cap (in $M):	55,175	P/FCF	31	24
Net Debt (in $M):	3,460	EBIT	1,920	3,572
TEV (in $M):	58,636	TEV/EBIT	38	27

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