Marvell (MRVL) hits a 64.8% gain two years into Eric Bleeker's AI Portfolio
As seen on the 24/7 Wall St. homepage on November 9, 2026.
Two years in Eric Bleeker's AI Portfolio, and Marvell has turned $10,000 into roughly $16,480. Holders who bailed during the stretch when the position sat underwater for months missed a run that peaked well above today's gain.
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Two years after Eric Bleeker added Marvell to his AI Portfolio, the position has returned 64.8%, and the holding period was far from a straight line up.
The position spent a prolonged stretch underwater before its fortunes turned. Investors who exited during those losing months locked in a loss and stepped aside before a surge that, at its peak, ran well above where the position sits today.
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That gap between the peak return and the current 64.8% is worth noting, because the stock gave back a significant portion of its best levels. Holding through the drawdown without selling near the top was a real test across 731 days.
The two-year mark is a natural checkpoint for evaluating whether the original thesis still holds. Bleeker's AI Portfolio framed this as a long-duration bet, and the broader AI trade has swung sharply across the full life of the position.
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Mentioned: MRVL