data center revenue · X 热门 · 2026-10-01 21:21 UTC

# data center revenue — X 热门讨论 (2026-10-01 21:21 UTC)

## @DyamondBre (Andrew Collins | Tech & AI) · 10-01 18:48 · ♥60 ↻3 💬2 $MRVL is trading at a demanding valuation. Depending on the data provider and earnings convention, its trailing GAAP P/E is currently in roughly the high-80s or above. That leaves limited room for execution misses.

The premium rests on a data-center business that now represents most of revenue, repeated increases to the fiscal 2027 and 2028 outlook, and a stronger custom-silicon ramp expected in the second half of fiscal 2027. The valuation can compress as earnings grow, but the stock already reflects a meaningful portion of that progress. Any slowdown in AI CapEx, delayed customer ramps or weaker margin conversion would make the multiple much harder to defend. $INTC  $COHR https://x.com/DyamondBre/status/2105731590458319236