InvestAnswers on $MRVL (Nov 8, 2026)
MRVL remains a hold with upside: after falling from about $300 to $141 around the Lumentum merger and a "triple whammy," the speaker says the $200 2029 LEAPS are fine, expects recovery by then and data-center connectivity ownership; Wall Street's $338 one-year target implies large upside, and Jensen Wong calls MRVL a trillion-dollar company in the making. He advises patience, not chasing.
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you know, Marvel versus Nvidia, the price of Marvel now is far more compelling than Nvidia. But if Nvidia fell to $88, the opposite would be true.
Nvidia 30%, Broadcom 64%, TSM 94%, Micron 57%, AMD 29%, Marvel 56%, ALAB 94%, ASML 115%, Google 61%, Tesla just 24.15%, Palanteer 188%.
Sir Winston had a question regarding Marvel so Marvel trade we got into around 80 bucks 75 80 bucks if I recall that was earlier this year it shot up to nearly 300 and it's fallen back down now.
It's the timing of like they got hit really hard with the the so-called triple whammy as I call it because of they announced a merger right before it of a company called Lmentum.
So Marvel's down 141. We're in at 180 141. Marvel, by the way, let's see what it was at just a couple of days ago. Marvel was at $300 3 weeks ago. Now it's 141. Massive haircut.
Alltime high. Marvel is 330. The Wall Street target a year out from now for Marvel is 338. So there's a ton of upside.
Your question, if I recall, was are the $200 leaps for 2029 still good? I would say you're fine. It would be nice to have a lower strike like something closer to the money, but the world will be very different then and everything will be recovered and those will all be forgotten.
They probably will have acquired momentum by that time and then they will own the data center from a connectivity perspective.
And remember as well Jensen Wong said Marvel is a trillion dollar company in the making. Let's check on the market cap of Marvel right now because I know it's not. It used to be 200 billion now it's 120 billion.
So, it took a huge haircut, massive haircut. So, with that, um, hang tight. I think we'll be fine.
Um, but again, this is also the other key lesson here is don't chase, replace. When things go from 85 to 200 to 250, don't buy the top. Wait for mean reversion. And one of the things, one of the most important things you can ever do in investing is be patient.
Everything will fall into your trap. Just be patient. Don't don't rush in. Keep cash on hand as well.
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