Marvell Technology: Its R&D Budget Speaks Volumes

Kennedy Njagi
341 Followers

Summary

  • I rate Marvell Technology a Buy due to its 30% stock decline and strong forward growth potential in AI and data center markets.
  • Unlike peers, Marvell delivers a full-stack platform for cloud, AI, 5G, and enterprise networking, reducing concentration risk through diversification.
  • Marvell's $1.3B R&D spend and deep hyperscaler partnerships (Amazon, Microsoft, Google) position it as a key enabler of next-gen AI data centers.
  • Accelerating data center demand, strategic collaborations, and leadership in custom silicon and optical connectivity drive Marvell's long-term growth outlook.

Butterfly with circuit board wings perching on flowers

John M Lund Photography Inc/DigitalVision via Getty Images

Investment Thesis

I have written a couple of articles on AI and Semiconductor plays, namely Credo Technology Group (CRDO), Astera Labs (ALAB), Himax Technologies (HIMX), MACOM

This article was written by

341 Followers
Kennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial literacy.The Curious Analyst is an associate of Kennedy Njagi

Analyst’s Disclosure:I/we have a beneficial long position in the shares of MRVL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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