Marvell Technology, Inc., is back in the spotlight after Jensen pointed to Matt Murphy and said, "The next trillion-dollar company, ladies and gentlemen." This follows Marvell's 1QFY27 earnings results about a week ago, in which MRVL management, consistent with our forecast, upped its FY27 and FY28 outlook. We think FY27 is Marvell's interconnect growth year, and FY28 will belong to ASIC, so we see room for the latter to be revised up yet again.