Eric Bleeker's AI Portfolio: 168.6% Return on MRVL After Nearly Two Years
As seen on the 24/7 Wall St. homepage on September 28, 2026.
Nearly two years in Eric Bleeker's AI Portfolio turned $1,000 into roughly $2,686, with the custom ASIC and optical interconnect cycle still running. The position has round-tripped from up 237% to up 86% along the way, so patience did the heavy lifting.
Continue ReadingShow less
Eric Bleeker's AI Portfolio has been running for 689 days, and a $1,000 stake placed at the start is now worth roughly $2,686. That compounding is driven by the custom ASIC and optical interconnect cycle that continues to build underneath the position.
The ride was anything but smooth. The position hit a peak of up 237% before pulling back to as low as up 86%, meaning investors who sold anywhere in that trough gave back a substantial chunk of gains that patience would have preserved.
The custom ASIC and optical interconnect opportunity sits at the heart of why this position was initiated and why the portfolio still holds it. Hyperscale cloud customers designing their own AI accelerator chips need the kind of high-speed, low-power connectivity this company specializes in, and that spending cycle has not yet shown signs of exhaustion.
At 689 days in, the milestone is a prompt to assess how much runway the underlying trend still has. The key variable to track is whether hyperscaler capital expenditure commitments for custom silicon and optical infrastructure continue to grow through the next earnings cycle.
Sources
Mentioned: MRVL