Innlegg

🚨 MARVELL BEAT THE QUARTER… SO WHY IS $MRVL DOWN 8%? That’s the real signal heading into Friday. $MRVL delivered a strong quarter: $2.739B in revenue, up 37% YoY, with Data Center revenue jumping 46%. Management also raised its FY2027 and FY2028 revenue outlooks and still expects a major Custom acceleration starting in 2H FY2027. Yet the stock is getting hit. At 6:15am CT: $MRVL -8% $SNDK -2% $MU -2% $WDC -1% Meanwhile, the direct AI leaders are holding up: #DailyOrbit