Marvell CEO: "The Bottleneck Is Shifting to Connectivity" $MRVL

🔗 Marvell CEO's Core Thesis:

Murphy at Computex 2026: Compute bottleneck ($NVIDIA (NVDA.US)$ solved it) → Memory bottleneck (HBM, like $Micron Technology (MU.US)$, solved it) → Now it's connectivity - $Marvell Technology (MRVL.US)$. Jensen Huang endorsed it by saying MRVL - the Next Trillion-Dollar Company'

✅ Beneficiaries:

•$Coherent (COHR.US)$/ $Lumentum (LITE.US)$ — Lasers + optical transceivers, essential beyond the copper wall

•$Astera Labs (ALAB.US)$ — PCIe smart retimers, signal integrity gatekeepers between GPUs

•$ASE Technology (ASX.US)$ — Murphy brought CEO on stage personally; manufacturing core for co-packaged optics

•$Arista Networks (ANET.US)$ — Large-scale AI Ethernet switches, hyperscaler must-have

•$Marvell Technology (MRVL.US)$ — 3nm Teralynx T100: 512 ports, 102.4Tbps, lowest latency in the industry

🎯 ETFs:

•$VanEck Semiconductor ETF (SMH.US)$ — Heavy on advanced packaging + custom silicon

•$iShares Semiconductor ETF (SOXX.US)$ — Broad hardware exposure including MRVL, AVGO & component makers

⚠️ Threatened:

•$Amphenol (APH.US)$ — Long-term structural headwind for copper cables, physically impossible beyond 400Gbps

•$Micron Technology (MU.US)$ — Memory demand persists, but the next premium valuation wave belongs to optical networks

The copper era is ending. The optical era has begun. Drop your take below 👇

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