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MarvellIndustry prediction

Full Signal discusses Marvell: industry prediction

Source

What was said

Marvell is really, I would say the pick of the year, if not the pick of the decade... they announced a deal with Google. But this is not a small deal. There's warrants. So it implies 120 billion of revenue. Well, guess what their revenue base is? 12. So the growth is, potential growth is enormous.

podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Chi...Read the full source

Quotes from the episode

  • “Marvell is really, I would say the pick of the year, if not the pick of the decade... they announced a deal with Google. But this is not a small deal. There's warrants. So it implies 120 billion of revenue. Well, guess what their revenue base is? 12. So the growth is, potential growth is enormous.”

    Jay HatfieldFull SignalView

  • “So it's trading below where it traded with the Google deal. And so we have a 300 target. And again, back to the numbers that we're carrying $12 for fiscal 29, which is 28. And we think it's a smaller company like NVIDIA trades at 15, but because of that huge revenue backlog, it can trade at 25 times earnings.”

    Jay HatfieldFull SignalView

Extracted by Autobound

From the Signal API record
Signal
Industry prediction

What this signalsWhat leaders say on podcasts often shows their current priorities.

Podcast
Full Signal
Speaker
Jay Hatfield
Speaker role
Third party
Event date
Sep 2026

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The full record

From the Signal API record

People

  • Jay HatfieldSpeaker (third party)

Details

Timing
Ongoing state
Recorded at estimate
2026-09

Extraction

Detected
Sep 20, 2026
signal_type
podcast-company
signal_subtype
industryPrediction

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This page shows a preview. The full podcast-company record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/035c4ab5-0f78-5cf4-8f88-5ae2813b3d1a returns this record as JSON. POST /v1/companies/enrich returns every signal for marvell.com.

{
  "signal_id": "035c4ab5-0f78-5cf4-8f88-5ae2813b3d1a",
  "signal_type": "podcast-company",
  "signal_subtype": "industryPrediction",
  "detected_at": "2026-09-20T15:05:30+00:00",
  "company": {
    "name": "Marvell",
    "domain": "marvell.com"
  },
  "data": {
    "is_ad": false,
    "quotes": [
      "Marvell is really, I would say the pick of the year, if not the pick of the decade... they announced a deal with Google. But this is not a small deal. There's warrants. So it implies 120 billion of revenue. Well, guess what their revenue base is? 12. So the growth is, potential growth is enormous.",
      "So it's trading below where it traded with the Google deal. And so we have a 300 target. And again, back to the numbers that we're carrying $12 for fiscal 29, which is 28. And we think it's a smaller company like NVIDIA trades at 15, but because of that huge revenue backlog, it can trade at 25 times earnings."
    ],
    "timing": "ongoing_state",
    "speaker": "Jay Hatfield",
    "evidence": "Marvell is really, I would say the pick of the year, if not the pick of the decade... they announced a deal with Google. But this is not a small deal. There's warrants. So it implies 120 billion of revenue. Well, guess what their revenue base is? 12. So the growth is, potential growth is enormous.",
    "headline": "Marvell Technology · industryPrediction · ongoing_state (2026-09)",
    "episode_id": "60429453835",
    "event_date": "2026-09",
    "episode_url": "https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Chief-4-stocks-WIN-no-matter-what-the-Fed-does-e3oq8a2",
    "podcast_name": "Full Signal",
    "published_at": "2026-09-15",
    "episode_title": "Top Investment Chief: 4 stocks WIN no matter what the Fed does",
    "date_confidence": "inferred",
    "speaker_relation": "third_party",
    "transcript_source": "transcript",
    "recorded_at_estimate": "2026-09"
  }
}

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