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headscratching.bsky.social
@headscratching.bsky.social
Please explain it to me
May 20, 2025 at 5:58 PM
I bookmarked this on the other site because it highlights the problem w calling a short due to valuation.

Looking forward, $mrvl can do $8 in EPS (non GAAP) as the custom silicon market accelerates. That’s the bet, you don’t need to focus on anything else.
December 5, 2024 at 6:36 PM
I thought Bill was all about free markets and choice
November 20, 2024 at 8:53 PM