BullseyeGains
🎯 Bullseye Alert: Marvell ($MRVL) Investor Day | TODAY @ 9 AM EDT 🎯
First 5-year plan update since 2021. Major catalyst for AI custom silicon, high-speed optics, and CXL interconnects.
AGENDA
• 9:00 AM EDT: CEO Matt Murphy Keynote & FY30 Strategy
• AI & Optics: 800G/1.6T scale-up, PAM4, and 2nm optical roadmap
• Custom Silicon & CXL: Hyperscaler XPU traction & memory pooling
ECOSYSTEM IMPACT
• $MRVL — Updated FY30 financial targets & custom ASIC TAM expansion
• $NVDA / $AMD — Multi-chip AI cluster scaling & optical backbone demand
• $INTC / $SMCI — CXL memory adoption & high-density rack deployments
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