MRVL fell about 3%, but its place in the 'MAYA 300' ecosystem is seen as supporting its expansion in the ASIC market and as somewhat positive for the company at present; the chip is not expected to reach mass production before 2027, so things could change.
BullishHe framed it in years
“AI Stocks Are Crashing...But Something BIG Is Happening!!”
Jose Najarro StocksPublished Oct 12 · 3 passages
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We also saw companies like Marvel decline by about 3%.
The current market believes , and I support this based on the comments I 've read, that "Maya 300" is part of the Marvel ecosystem that helps build that segment. Therefore , this should be very positive for Marvel as it continues to expand in the ASIC integrated circuit market.
However, this chip is not expected to reach mass production before 2027. So, things could change, but at the moment it looks somewhat positive for Marvel.
Therefore, this can be considered very positive for companies such as Marvel, Creedo, and Astera Labs.
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2026-10-12BullishThis one
We also saw companies like Marvel decline by about 3%.
2026-10-08Bullish
Marvel announced its earnings this week. Sorry, not about profits, it was the day of the industry analysts. They have increased their forecast for fiscal year 2028 by an additional $2 billion. That was two billion dollars. This represents a growth of more than 10% after they had already raised it in the fourth quarter. They have given us some figures for fiscal year 2031 that look crazy, and they are also continuing to increase their dedicated business.
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