I'm not saying we should be that excited about this company- I am pathetic at DD, so I'm hoping to get some guidance about where my attention should be focused to make sense of what I'm perceiving as a discrepancy.
Semiconductors blew up last year, and Marvell certainly benefitted from that. Still, considering rivals like qcom, mu, avgo, and tsmc, Marvell's in it's infancy with a market cap one-third the size of the smallest of the others I listed.
broadcom, for example, seems to be focusing on 5G rollout as one of their bigger growth streams, and Marvell is doing the same. Assuming they both see comparable revenue from exposure to that industry, shouldn't that result in a larger % of growth overall for marvell?
Or, is there a reason to think that the already established competitors will be able to keep marvell's growth locked down due to their already substantial market share in most existing markets?
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