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u/jasmineisheree

2 theses · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$MRVLr/ValueInvestingStock Analysisbullish
u/jasmineisheree · 5d ago1 prior · awaiting results

Is anyone touching MRVL rn?

Marvell's custom AI ASICs and 800G/1.6T optical interconnect products position it as infrastructure enabler for hyperscaler data center scaling. Projected revenue growth to $16.5B+ by FY2028 with expanding ~32% operating margins will compress forward multiples, justifying accumulation at current $211-216 levels despite high near-term valuation.

At post $211.66Now $223.55+5.6% since postedas of Sep 4, 4:30 PM ET
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$MWCr/ValueInvestingStock Analysisbullish
u/jasmineisheree · 9d ago1 prior · awaiting results

Micro-cap deep value: Micware Co. (NASDAQ: MWC) —Profitable Japanese auto-software play trading at a P/E under 8?

Micware is a profitable Japanese auto-software company trading at a rare single-digit P/E (~7.8x) with ~$10M net income on ~$143M revenue. Backed by Toyota and Honda (~11.6% stakes each) and positioned in the growing Software-Defined Vehicle market, it appears mispriced due to small-cap/foreign listing obscurity, despite customer concentration risk.

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End of results.