The stock’s been bouncing around, mostly on AI hype and data-center buzz, but I can’t tell how much of that growth story is already baked into the price. Every analyst keeps talking about “huge potential,” yet there’s so little clarity on how... — read more
Things could be better
Wow, Marvell got hit hard. The company warned Q3 sales would be lower than Wall Street hoped, and the stock plunged by almost 18%. You can see that AI/data-center investors are spooked by the news. If you were riding the AI chip hype, this one stung... — read more
Is MRVL a good buy?
Its stock is currently trading about 25% below its estimated fair value. The company's portfolio is truly impressive. It seems to be one of the rare breeds these days - focusing on building strong, material foundations rather than chasing hype. MRVL... — read more
Marvell Technology is a buy
Marvell Technology might have reported a five percent drop in revenue in the second quarter year over year, but it also noted that revenue in that quarter rose significantly and that it is expecting to see higher revenue in the third fiscal quarter -... — read more