MRVL - Marvell Technology

Marvell has decent growth but a high trailing P/E of 75, so it's worth watching but not a strong buy.

Google announced a 7% stake in Marvell at $207 per share, which is seen as validating Marvell's role in custom silicon and AI infrastructure. Jose believes Marvell will win from this partnership and that Broadcom is not negatively affected.

Custom AI silicon provider; part of the semiconductor portfolio bought on the dip.

Down 45% from highs; part of the crowded semiconductor trade that is violently unwinding.

Semiconductor name hit by the momentum selloff; expects recovery to June levels.

Gareth identifies a major zone around $170, about $10 below pre-market levels, as a buy zone.

Short at bounce to 50% Fibonacci retrace after fluff-driven rally pulled back to 61.8%.

Host says stock was euphoric, Jensen pump created bag holders, needed to come back to reality

Down 7%, but no strong opinion.

Marvell is mentioned as up ~4.4% on Micron's earnings news. No specific analysis provided.