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