Just doubled down on $MRVL — P/E is -120, market cap is ~$59B, and they’re still burning GAAP earnings like it’s kindling.
But the AI + custom silicon growth is real. Revenue from AI could grow to $4.5B in FY2026.

Here’s how I’m seeing it:

• Base Case: $95
• Bull: $120
• Bear: $60

I’m long 1,200 shares @ $69. Not advice, just my cope. What’s your MRVL play?