Marvell Technology Highlighted as Top Pick Trade Underpinned by Growth and Partnership
Discussing specific equity picks, Jay highlighted Marvell Technology as a prime example of an undervalued growth stock. He noted their agreement with Oracle implying strong future revenues and argued that the company trades at an attractive valuation relative to its growth rate.
personJaycompanyMarvellcompanyOraclecompanyNVIDIAcompanyInfrastructure Capital Advisors
The tape
2 quotes
“Our favorite idea is Marvell. They entered into an agreement with Oracle. For 120 billion of implied revenue.”
Jay
“So you can buy a company at seven times 30 earnings... So it's a quarter peg.”
Jay
Heard on Excess Returns — “Tech is Selling Off. AI Debt Fears Are Rising. So Why Does a $4B Manager See a Reverse Bubble?”, published Friday, October 30, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.