$Marvell Technology(MRVL)$ del

$Marvell Technology(MRVL)$ delivered a strong performance in the first fiscal quarter, with revenue reaching $1.88 billion, up 27% year-over-year. AI-related revenue alone hit approximately $700 million, driven by increasing demand for custom ASIC products from major customers like Amazon. As AI models continue to evolve rapidly, ASICs are proving to be an ideal solution, further reinforcing confidence in Marvell’s strategy.

Moreover, the company’s custom $ARM Holdings(ARM)$ CPUs are set for broader adoption in customer data centers, while its AI XPU has demonstrated outstanding performance and is poised for large-scale production. As AI enters a new growth phase, Marvell is positioned at the forefront of this wave.

I remain highly confident in this stock, holding firmly, and looking forward to its continued rise.

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I remain highly confident in this stock, holding firmly, and looking forward to its continued rise.<img src=\"https://community-static.tradeup.com/news/ad168bfaa0ab4740974e57ad1639c863\" tg-width=\"767\" tg-height=\"1280\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"MRVL\" class=\"teditor-mention\" data-mention-name=\"Marvell Technology\" href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$</a> delivered a strong performance in the first fiscal quarter, with revenue reaching $1.88 billion, up 27% year-over-year. AI-related revenue alone hit approximately $700 million, driven by increasing demand for custom ASIC products from major customers like Amazon. 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