$Marvell Technology(MRVL)$ MRVL has been showing strong momentum in the ASIC space. The trend of Apple, Amazon, and Google increasing their use of data-center ASICs as an alternative to NVDA chips is notable. Marvell's data center revenue grew 90% and now makes up almost 80% of total revenue. It's set to report earnings and guidance that could be among the best. I recall AMD was up 30% after earnings, and Intel was up 100% in a week after its report. Marvell could be the next standout on earnings.
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