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Amrita Roy
Apr 1
The Pragmatic Optimist

Join our thread below where we discuss Nvidia’s $2B investment in Marvell and the implications it has for Marvell and other peers like Astera Labs.

As our premium readers are aware, we own both Marvell and Astera Labs in the TPO Portfolio and have been expanding our position size through last month,  bringing our allocation to over 7% (cumulatively) of our portfolio size👇👇

The Pragmatic Optimist

Amrita Roy in The Pragmatic Optimist

We wanted to quickly discuss Nvidia’s $2B investment in Marvell and the implications it has for Marvell and other peers like Astera Labs. As our premium readers are aware, we own both Marvell and Astera Labs in the TPO Portfolio and have been expanding our position size through last month,  bringing our allocation to over 7% (cumulatively) of our portfolio size👇👇

Apr 1
at
11:38 AM
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