$Marvell Technology(MRVL)$ Maybe now is a decent time? It seems the weak hands might have been shaken out. The company itself is solid with a good business model. I personally like their fiber products, which are pretty much indispensable for setting up data centers. I saw an analyst note from Pajjuri on Seeking Alpha, stating that MRVL is the leader in optical connectivity and continues to benefit from 800G demand and 1.6T/ZR+ upgrade cycles. The XPU business is on track to more than double in FY28, with commentary pointing to similar growth potential in FY29. MRVL also has a diverse pipeline of new products, including scale-up switches and co-packaged optics, each representing multi-billion dollar serviceable addressable markets. They raise
$Marvell Technology(MRVL)$ The conference call went well. MRVL is still a solid long-term hold. Let the traders do their thing. The overall trend remains upward over time.
$Marvell Technology(MRVL)$ Marvell's CEO Matt Murphy reported earnings. First-quarter revenue hit a record $2.418 billion, up 28% year-over-year. The mid-point guidance for Q2 revenue is $2.7 billion, representing 35% year-over-year growth. They expect revenue growth to continue accelerating each quarter throughout fiscal 2027, driven by continued strength in the data center business. Murphy mentioned they are seeing exceptional AI-related bookings, and as a result, are significantly raising the revenue outlook for both fiscal 2027 and fiscal 2028 compared to last quarter's guidance. This improved outlook is driven by strong demand across a broad set of Marvell solutions, including 800G and 1.6T scale-out optics, 51.2T Ethernet scale-out swit
$Marvell Technology(MRVL)$ MRVL has been showing strong momentum in the ASIC space. The trend of Apple, Amazon, and Google increasing their use of data-center ASICs as an alternative to NVDA chips is notable. Marvell's data center revenue grew 90% and now makes up almost 80% of total revenue. It's set to report earnings and guidance that could be among the best. I recall AMD was up 30% after earnings, and Intel was up 100% in a week after its report. Marvell could be the next standout on earnings.