gooch

Not even lying Sugar Ray’s Fly started playing in the background when I started to record this “All around the World statues crumble for me” … don’t judge it’s on YT Music shuffle But had to remove the audio as all you hear is ASMR of me chewing gum

Just smth to think about: $MRVL has exposure to $MSFT via its Maia AI accelerator chips. Yesterday’s CC was constructive on Maia 200, with Microsoft saying it now delivers 30% better performance per dollar than the latest fleet hardware and is already supporting both OpenAI and MAI models. Microsoft also said it is seeing 40% better performance per watt when running MAI models on Maia 200, which reinforces the strategic case for its in-house silicon roadmap. In addition, Marvell has exposure to Microsoft and $META via its market share leadership in datacom transceiver DSPs and as a pioneer in ZR optics. So maybe Microsoft has been among the larger buyers of Marvell’s ZR devices. Marvell has also identified a growing number of XPU attach socket designs, with roughly 20 wins to date, and this likely includes opportunities with Microsoft and potentially Meta. +ve readthrough for $MRVL?

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