$Marvell Technology(MRVL)$ Wall Street keeps saying the PE is too high at roughly 60 forward earnings. What about names like TSLA or PANW where the PEs are in the 200s or 300s, and plenty of other companies much higher than 60 that aren't growing like Marvel. Those ran into the hundreds without much issue. Over time I think this company can grow exceptionally, and Google is just icing on the cake. I'm buying the dips.
$Marvell Technology(MRVL)$ The market is way too focused on $Alphabet(GOOGL)$ when looking at MRVL's FY28 outlook. Marvell raised its FY28 revenue outlook by roughly $1.5B, and something getting overlooked is how much of that increase is being driven by connectivity — scale-up optics, switching, and related products, not just Google/custom silicon. Look at what's happening underneath the Google headlines: • 800G is strong • 1.6T is ramping up rapidly • 51.2T switching is strong growth • NPO & CPO accelerating • Scale-up switching opportunities expanding • Scale-across represents another enormous bandwidth opportunity Marvell described multiple tier-one switching engagements that each may r
$Marvell Technology(MRVL)$ The stock is trading 10% below its 50-day SMA of $226.58 and 3.9% below its 100-day SMA of $212.2. The longer-term trend still looks positive though, with the stock sitting 36.7% above its 200-day SMA of $149.26. Marvell carries a Buy consensus rating and an average price forecast of $296.35. Momentum has slowed, so the path higher could take a while given sector rotation and geopolitical forces.
$Marvell Technology(MRVL)$ AMD dropped for almost a year, then ripped 4X within the next year and that helped my 401. I think this one could leapfrog AMD because their components are needed for fast data transfers. I'm okay being called out if I'm wrong, but I think this could have a higher market cap than AMD by 2029.
$Marvell Technology(MRVL)$ Marvell's business results were excellent, and the drop looks driven by unnecessary fear. That creates a strong buying opportunity from my perspective. AI is not going away. This isn't a business whose AI opportunity is fading. Marvell has exposure to several durable areas: AI infrastructure, custom AI chips, high-speed networking, optical connectivity, and data-center expansion.
$Marvell Technology(MRVL)$ One of the better growth stories out there right now. If you're underwater, staying patient and adding slowly at these levels and if it drifts a bit lower seems reasonable. The payoff for those who can wait could be significant. No real worries here, this is a solid player.
$Marvell Technology(MRVL)$ Looks like there was a big wave of short selling right around the open. That kind of coordinated move doesn't seem like it can keep the stock down, and it feels more like an attempt to shake people out at the lows.