Reed Barber

Rabid Supporter of the Road Warrior 2020 undefeated 8A State Champion Sanford Seminoles (12-0)

[Sun Liao @sunxliao]

$NVDA has been quietly building the connective tissue of the entire AI economy through strategic capital allocation.

They invested $2B in $LITE for photonics.

$2B in $COHR for optical interconnect.

And $2B in $MRVL for custom XPUs and silicon photonics integration.

That's $6B of $NVDA capital deployed into the exact bottleneck layer of AI data centers.

Jensen is building a network of strategic partners who supply the parts of the AI infrastructure stack that $NVDA chooses not to build in-house.

Custom accelerators. Optical networking. Scale-up fabric. The physical layer that lets thousands of GPUs behave like one machine.

In our opinion, $MRVL sits at the most critical intersection of that strategy.

Their custom XPU business is projected to exceed $10B in annual revenue by fiscal 2029.

Their silicon photonics portfolio includes the Celestial AI partnership and the Polariton optical platform.

They make the data processing units that handle exactly the workloads $NVDA GPUs cannot handle alone.

And unlike $AVGO, which competes directly with $NVDA for ecosystem control, $MRVL positions itself as a collaborator rather than a rival...

I like it.

[Reed Barber @ReedBarber]

@Freedom_By_40 Worth a shot!

[Reed Barber @ReedBarber]

@FloridaHokie20 @power_analys1s just interviewed the CEO on 4/1 podcast.

[Seminole High School Athletics (Sanford) @SanSemAthletics]

Let's go Josh !!! Seminole grad Josh Williamson sitting in 4th place heading into day-2 of 2-man bobsled. @FHSAA @Fox35Amy

https://t.co/y6EFLmaz2W

[Reed Barber @ReedBarber]

@RepDonaldsPress @HeidingOut @FlaPanthers @TBLightning @Olympics Josh Williamson-Bobsled - Heathrow FL

[Reed Barber @ReedBarber]

@ilanaariel @kit_sats @TheRobertBshow Florida PEP provides 8K/student/year scholarships for homeschoolers through FLDOE.

[Reed Barber @ReedBarber]

@perry_lin1 INV

[Reed Barber @ReedBarber]

@TyBunchOfNumbrs @CryptoPsyFin @theBTCMiningGuy Onds
Umac
ARCH

[Reed Barber @ReedBarber]

@theBTCMiningGuy @indiansunrise00 Me too

[Reed Barber @ReedBarber]

@theBTCMiningGuy Iren

[InAllKindsOfWeather.com @AllKindsWeather]

THIS DUDE CLIMBED A TRAFFIC LIGHT AND FELL OFF 😭😭😭😭😭 https://t.co/EIVd6iKM4e

[Reed Barber @ReedBarber]

@B1GJuice Big Juice

[South Carolina Women's Basketball @GamecockWBB]

ASHLYN DUNK-INS OH MY‼️😱

📺 ESPN2 | https://t.co/OnR8sFt3CL

[Daniel Hussey @DanielHussey2]

Absolutely outrageous from Gout Gout.

10.04 at the age of 16.

Speechless.

[Reed Barber @ReedBarber]

@ComplyAndDie @theBTCMiningGuy I’ve bought my share trying to help it.

[Reed Barber @ReedBarber]

@majovic44 @Micro2Macr0 It was part of the GRIID acquisition. Originally GRIID warrants

[Reed Barber @ReedBarber]

@Charge_Stack Wish I could be there but have Parents weekend at UF.