MRVL/long
AI networking is the under-owned bottleneck for DNN inference scale-out, and Marvell's custom interconnect silicon is the clearest beneficiary.
lots of alpha still left in interconnects and networking
Peak+1.9%
bubbleboi: systolic ASICs are consensus, but 'lots of alpha left in interconnects and networking' — routed MRVL long (Hyperliquid perp) as the cleanest custom-silicon/networking play; COHR (optical transceivers, NVIDIA-locked, 30%+ supply deficit) is the strongest supporting name.
originallots of alpha still left in interconnects and networking