المنشور

🔥 Marvell just beat expectations — but Broadcom still looks like the cleaner AI winner. $MRVL delivered a strong quarter, with Q2 revenue hitting $2.739B, up 37% YoY, while Data Center revenue jumped 46%. Even better, Q3 revenue was guided to around $3.15B ±5%. But there’s a catch. 👀 Non-GAAP gross margin came in at 58.9%, with next quarter guided down to 57.5%–58.5%. The custom AI ramp is clearly gaining traction, but the growth is also bringing some margin pressure. #DailyOrbit