My Next Big Semiconductor Winner: Positioned for a Potential 50–100% Surge

Marvell Technology ($MRVL) - Fundamental Thesis:

1. Strong tailwinds from AI infrastructure build-out

   • Marvell is heavily tied into the boom in AI and hyperscaler demand. Its data center segment, especially custom AI silicon and optical / networking products, is seeing very high growth. For example, data center revenue was up ~78% YoY in one recent quarter.

2. O…