Missed out on $SanDisk Corp.(SNDK)$ and $Micron Technology(MU)$ ? It's fine.
Not going to lie, I'm really feeling $Marvell Technology(MRVL)$ as the next potential mover.
The AI infrastructure and networking setup still feels very early, and $Marvell Technology(MRVL)$ keeps popping up in all the right conversations.
Momentum, positioning, AI demand, Jensen's comments... everything seems to be lining up again.
Honestly, this is one of those setups where people only realize the story after the move has already gained speed.
Patience and conviction really do pay off if you catch the right ones early.
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