现在是加东时间2026年5月28日周四。

如果你想在NVDA的主要仓位之外（NVDA在portfolio里面最大的价值在于其是几乎绝无仅有的既有相当的确定性-这是其可以作为我一直说的“压舱石”的最核心特质，又有相当大的潜在upside），再bet on一个AI （semi层面的）硬件标的话，个人认为最佳选择是 #MRVL

关于Marvell的基本面，产业前景，估值等等露在表面的东西在很多渠道上都有分析，我就不凑这个热闹了。我这里仅提两个角度：

1. Nvidia投资了Marvell20亿美金；

2. Marvell现在的CEO Matt Murphy已领导MRVL 10年，让这棵基本上和Nvidia同龄的“老树“在AI时代焕发出异彩相当不容易，其实最初让我注意到MRVL并建立头寸的正是这个CEO在上一次ER，也就是3月5日那次财报会议上的如下这段话：

"And so I'm going to keep -- at this point, I'm in the AI market. I have the full portfolio. I'm going to follow what my customers want me to do. And I'm going to ignore the noise. I mean, if you actually look at last year and all the different things that came out, and all the different noise that was out there, it was all wrong. I mean you actually analysts retracting notes. You had articles that weren't even accurate at all. I mean you had -- honestly, it was all noise. Look at our results that we're guiding, look at our outlook for this year. Look at our outlook for next year. Do you see me blinking? You don't. So yes, we're in the business. We're going to be in the business. Our customers want me to be in this business, and we're going to drive a major significant revenue company at Marvell. I'm very fired up on this topic. Thank you, Mark."

我当时听到就感到异常振奋，因为我分明从Murphy回答分析师的这段中听到了我始终在投资中寻找的所谓“confidence”。极少有CEO会在正式和公开（ER是完全公开被直播的）场合问对方这样的问题“Do you see me blinking?” 这句话里已包含了我寻找的好的投资标的所需要的一切。