Okay, so everyone’s fawning over Nvidia. Nvidia. It’s… exhausting. They’ve had a good run, fine. Three years of being the AI chip darlings. But let’s be real, the hype machine is out of control. It’s like people have forgotten there are other companies out there designing silicon. And honestly, the whole thing just feels… inefficient. All that power, all that heat, for what? To make my streaming recommendations slightly more accurate? It’s preposterous.
They keep talking about Vera Rubin, Nvidia’s new chip. Supposedly, it’s going to solve all our problems. Reduce costs, improve performance… It’s always the same promises. Meanwhile, they’re trading at 24 times sales. Twenty-four. It’s insulting. Like they expect a reward just for existing. And people are buying it! It’s like a collective delusion.
Now, Marvell Technology… Marvell is different. They’re not trying to be everything to everyone. They’re focused. They design these application-specific integrated circuits – ASICs – which, frankly, is a sensible approach. Custom processors for specific tasks. It’s logical! Why use a Swiss Army knife when you need a screwdriver? It just makes sense. And apparently, the hyperscalers – Amazon, Alphabet, Microsoft – are starting to realize this. Good for them. It’s about time someone applied a little common sense.
TrendForce, some research firm I’ve never heard of, says ASICs will jump to 27.8% of AI servers this year. Twenty-seven point eight percent! That’s a significant shift. GPUs are shrinking. Good. Let them shrink. It’s about time someone challenged the status quo. Marvell is aiming to quadruple its share of custom AI processors by 2028. Quadruple! That’s ambitious, but honestly, it’s about time someone was ambitious. They see a market expanding from $21 billion to $94 billion. Ninety-four billion! That’s… substantial.
Their fiscal 2026 revenue jumped 42%, earnings per share 80%. Eighty percent! People are finally noticing. And yet, the stock is trading at 10 times sales. Ten. That’s… reasonable. It’s almost… refreshing. And analysts are predicting even bigger gains. Of course, they are. It’s about time. I mean, seriously, what took them so long?
They have deals with Alphabet, Amazon, Microsoft. The big players. And they’re pursuing more than 10 customers, aiming for 50 chip designs. Fifty! That’s a lot of chips. They already have 18 designs won. Eighteen! It’s…progress. Actual, measurable progress. And the market is still undervaluing them. It’s infuriating.
Analysts are waking up
The median 12-month price target for Marvell is $119. Fifty percent upside. Fifty! Nvidia’s is $250, but only a 30% upside. Thirty! It’s…a difference. A significant difference. And Marvell is trading at a discount. A discount! It’s almost too good to be true. And analysts are forecasting a 23% earnings jump for Nvidia. Twenty-three! Marvell could easily outpace that. It’s…logical.
Marvell releases its fourth-quarter results on March 5th. It’ll be solid numbers, better-than-expected guidance. It always is. And the market will finally… maybe… possibly… recognize the value. It’s a long shot, I admit. But a man can dream, can’t he?
So, don’t be surprised if Marvell outperforms Nvidia in 2026. It’s not a prediction, it’s a… correction. A return to sanity. And honestly, it’s about time. Seriously.
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2026-02-25 22:02