I've held Marvell $MRVL in my portfolio for a while now, and I'm curious how you view this company. There isn't nearly as much buzz around it as around Nvidia, but in my opinion it's one of the more interesting players that could benefit from continued investment in AI infrastructure.

For me, the most interesting area is custom AI chips that large tech companies have designed directly for their needs. Marvell recently significantly deepened its collaboration with Google $GOOGL, and similar contracts could be an important part of its growth in the coming years.

On the other hand, competition here is enormous, and besides Marvell there is, for example, Broadcom $AVGO, which has a very strong position in custom chips. Therefore, I don't see Marvell as a clear bet on AI, but rather as an interesting part of the entire ecosystem.

I have Marvell in my portfolio and I'm holding the position for now. But I'm curious how you see the company. Do you also have it in your portfolio, or what do you expect from it in the years to come?