in postMRVMRVLLONGFIRST CALL

“$mrvl 的dsp是光里最赚钱最垄断的，最上游，下跌是因为CPO可能延期以及美元走强强杀估值，等年底或者明年CPO叙事起飞，大规模出货，数据中心加速替代铜就行”

MRVL's DSP monopoly in co-packaged optics wins big when CPO ramp replaces copper in data centers by year-end or 2027

MRVMRVLLONG@ $283.74

$185.18-34.74%

since call Jun 25

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