Jensen Huang personally endorses, $MRVL is considered the next AI super leader

Why does Brother Qiang have a long-term positive outlook on Marvell Technology?

1️⃣ The “selling shovels” in the AI era — optical connectivity is a necessity

The stronger the AI computing power, the higher the demand for data transmission speed.

No matter how powerful the GPU, if data transfer can't keep up, computing power will be wasted.

MRVL’s core advantages:

✅ DSP chips
✅ Silicon Photonics technology
✅ High-speed data center interconnects

Essentially solving the biggest bottleneck in AI clusters — data transfer.

2️⃣ ASIC boom, cloud giants can’t do without it

AWS, Google, Microsoft, Meta are all aggressively developing their own AI chips.

But few companies have the capability to design high-end ASICs for them.

The main players in the industry are:

* Marvell Technology
* Broadcom

Two major players.

As cloud providers move away from reliance on single GPUs, MRVL is expected to continue benefiting from the customized chip boom.

3️⃣ Valuation system is being reconstructed

In the past, the market viewed MRVL as:

* A network equipment company

Now, the market views MRVL as:

* A core asset in AI infrastructure

The valuation logic has already changed.

Switching from traditional semiconductor valuation to AI core track valuation — this is the fundamental reason behind the stock price surge.

Brother Qiang’s long-term logic:

MRVL is not just selling chips, but selling the most scarce capability in the AI era: high-speed connection computing power.

In the future, as AI computing power increases, data centers expand, and ASIC demand grows, MRVL’s value will become even more prominent.

Current focus points

✅ Continuous explosion in demand for AI optical modules and optical interconnects

✅ Continuous growth in ASIC orders

✅ Increasing proportion of data center revenue

✅ Sustained high growth in AI infrastructure capital expenditure

If these logic points remain unchanged, MRVL will still be one of the most worth tracking core stocks in the AI infrastructure sector.