$MRVL
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How The Motley Fool’s view on $MRVL changed

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2026-09-30Bullish
“3 Stocks You’ll Wish You Bought Sooner”
MRVL is a compelling long-term investment driven by its transformation into an AI data center leader, key cloud partnerships, and high expected revenue growth.

Okay, now I'm going to move on to the third arrow in today's video, which is Marvel. As you know, this is a business sector that has attracted a lot of attention from investors over the past few years with the development of artificial intelligence.

But, you know, it's interesting. This is another company that hasn't always been at the forefront. As you know, this company was founded in the 1990s. Throughout most of its history, it was considered a leader in the design of storage and networking chips, but it was not one of the most exciting or attractive companies.

Watch the source16:00
2026-09-15Bullish
“What If NVIDIA Isn't the Future? 4 AI Stocks to Own Now”
MRVL has a strong bull thesis driven by custom silicon demand from hyperscaler customers, despite high valuation and volatility requiring dollar-cost averaging.

All right, stock number four that we wanted to talk about, Marvell. Yeah, so listen, it this is really predicated on the whole what we've been talking about so far. I mean, if if anyone's going to go toe-to-toe with Nvidia, it's going to be these large trillion-dollar companies such as Alphabet, such as Microsoft, such as Amazon, and such as Meta.

Oh, by the way, all four of those companies are customers of Marvell. And so, what does Marvell do? It is a custom silicon provider. Now, this company only has 9 billion in trailing 12-month revenue.

So, and only about 7 billion of that, somewhere in there, is actually in the custom silicon for its big customers such as Amazon and Alphabet, but you know, 7 billion, it doesn't need to take very much.

It doesn't need Tranium or the TPUs to be very successful or to see a whole lot of growth in order for that to be a big driver in its own revenue in that specific the the custom silicon part of its business.

Watch the source09:56
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