MRVLMarvell Technology

GAA and backside power delivery | 800G and 1.6T optical interconnect

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WATCH

Conviction●●●○○3 of 5

Research target360Snapshot target

Thesis statusSTRENGTHENEDLast reviewed 6/26/26

Market cap270.24BSnapshot value

The thesis

Custom ASIC co-designer for hyperscalers (Amazon Trainium, Google TPU networking); S&P 500 inclusion forced buying accelerates re-rating.

Catalysts

S&P 500 inclusion effective 2026-06-22 (TODAY — hard date); custom ASIC ramp announcements; FY27 data center revenue inflection

What breaks it

Hyperscaler custom ASIC programs cancelled/delayed; AI capex pop >40% cuts custom silicon demand; S&P 500 inclusion delay

Social sentiment

X: bullish — Q1 beat widely noted, Jensen Huang 'next trillion dollar company' comment cited, S&P 500 inclusion confirmed June 22, PEG ~0.7x cited as attractive; CFO transition noted as non-material

Snapshot · 6/26/26

Smart money

🟢 Lean-Bull · ins-$10.0M · 13F 20+/5- · short↑0.22

Snapshot · 6/26/26