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“Marvell which you would think should be competing is just a pump and dump by the management team to take your money and put it in their pockets and wall street ”
@bubbleboi
Marvell is mispriced as an ASIC powerhouse when ASIC design is commodity IT outsourcing with no real moat
MRVLSHORT@ $307.91
$185.07+39.89%
since call Jun 22
peak +46.6%
“There are literally no good CXL plays other than Astera for that reason.”
@bubbleboi
Astera Labs owns the only full-stack CXL play; its switch + software moat compounds as the scale-up interconnect market grows
ALABLONG@ $438.83
$310.25-29.30%
since call Jun 22
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