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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 ”
@zephyr_z9
Marvell is mis-priced as a premium ASIC designer when its ASIC business is commodity IT outsourcing; management extraction makes the premium unjustifiable.
MRVLSHORT@ $305.36
$185.35+39.30%
since call Jun 22
peak +46.6%
in postLONG
“There are literally no good CXL plays other than Astera for that reason.”
@zephyr_z9
Astera Labs is the only end-to-end CXL stack play; switches + software + cards compound into durable moat as the $20B scale-up market matures.
ALABLONG@ $433.69
$310.47-28.41%
since call Jun 22
TIMESTAMPS
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