MRVL
TechnologyBulls ⚔ Bears · how Reddit is debating it
Bull case
0 stances- Stock is considered undervalued. ↗
- Data-center revenue accounts for roughly 75% of total revenue and is growing rapidly. ↗
- The stock is currently considered undervalued. ↗
- Perceived endorsement and undervaluation according to Nvidia CEO Jensen Huang. ↗
- Worth holding at current price for a very long time. ↗
- Author is willing to accept assignment, showing strong long-term conviction. ↗
Bear case
0 stancesCredible voices
Catalysts · themes
Community split
Related narratives
High-quality DD posts
The author shares their buy list featuring SITM and MRVL, highlighting their exposure to AI infrastructure and data-center growth.
Author recommends buying SITM for potential doubling in 3-6 months and MRVL for being undervalued.
The author asks for thoughts on MRVL after it caught their eye, providing no further details or analysis.
The author asks if MRVL is undervalued, citing trust in Nvidia CEO Jensen Huang's apparent positive view on the stock.
A comprehensive categorized list of stocks across semiconductors, AI, energy, and space sectors.
Author is highly bullish on MRVL, holding 100 shares and options, stating it's worth holding long-term even if assigned.
Sold deep ITM MRVL puts with full cash but wasn't assigned; confused by voided instructions and missing premarket gains.
Anthropic's report shows exponential AI capability growth, proving infrastructure demand is accelerating, boosting MRVL, MU, and ANET.
Anthropic's report shows accelerating AI capabilities, driving exponential compute, memory, and networking demand for MRVL, MU, and ANET.
User asks for community validation on considering MRVL stock but provides no thesis or data in the empty post body.
User asks for community opinion on considering MRVL stock but provides no specific thesis or data in the empty post body.
Questions AVGO's drop despite record earnings, noting AI supply chain timing favors early silicon/switches (MRVL, ANET) over memory (MU).
Author argues AVGO's post-earnings drop is overblown, citing strong AI demand to 2028, and highlights bullish trends for MRVL and MU.

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