$MRVL 20251121 90.0 CALL$ 

Marvell (MRVL) Surfing behind Nvidia’s AI Wave 🌊

Nvidia’s latest earnings blew past expectations with record $46.7B revenue (+56% YoY) and strong guidance ahead. The AI buildout is clearly not slowing down. 

Why does this matter for Marvell? MRVL supplies the infrastructure behind the GPUs — high-speed optical interconnects, DSPs, and custom silicon that hyperscalers need to run Nvidia’s platforms at scale.

There will always be a lag before companies like $Broadcom(AVGO)$ Bullish$SUPER MICRO COMPUTER INC(SMCI)$  start showing up. 

In Summary:

• Tailwind: As NVDA ramps AI systems, demand for Marvell’s optics & custom chips grows.

• Bull case: Strong data-center growth (+69% YoY last quarter), new design wins, and optical leadership.

• Bear case: Customer concentration (hyperscalers), margin pressure, and export/trade risks.

Bottom line: If AI demand keeps accelerating, MRVL could be one of the quieter beneficiaries riding NVDA’s wave. But execution and margins will be key. 

$Marvell Technology(MRVL)$   has recently shown bullish sentiment due to firms such as Swedbank, American Financial Advisors etc. increasing their stake. I am confident, MRVL have plenty of room to run in the coming weeks and months.