MRVL是一家有利的ASIC生产商，拥有强劲的资产负债表和具有竞争力的产品，值得积极展望。
逐段跳播
但这些ASIC生产商，想想Marll和博通。博通的利润率比Marll好，但Marll的资产负债表比博通好。Marll也是一家2000亿美元的公司。它上涨了约5.6%。我持有Marll的敞口。
我没有博通的敞口，但我真的很喜欢博通。我现在真的很心动。1.7万亿美元的公司。
But these ASIC producers, so think Marll and think Broadcom. Uh Broadcom has better margins than Marll, but uh Marll has a better balance sheet than Broadcom. Marll is also a $200 11 billion company. It's up about 5.6%. I've got exposure to Marll. I don't have exposure to Broadcom, but I really like Broad. Like I'm really tempted by it right now. $1.7 trillion company.
那么这意味着什么？嗯，这意味着你可能会看到公司更倾向于博通的A6、谷歌的TPU（预计明年扩大规模）、或Marll的A6、或Nvidia的5090或6000，而不是最前沿的Vera Rubin芯片。
So what does that mean? Well, what that means is you might end up seeing companies preferring A6 from Broadcom, Google TPUs, which are expecting to scale next year, uh, or Marll A6, uh, or Nvidia 5090s or 6000s over the bleeding edge Vera Rubin chips.
这个频道对 $MRVL 的历次判断
Meet Kevin 在这只股票上共 6 条判断，这里只列相邻的几条。