Parkev Tatevosian, CFA 对 $MRVL 的判断变化

many of these AI companies , including Broadcom and Marvell, are being drawn to, as they are poised to be among the biggest beneficiaries of the AI boom .

Meanwhile, Marvel operates in a similar category. They make some integrated circuits that are customized for specific applications. Marvell benefits most from connecting data centers, bringing all these components together to work as a large group to deliver value to customers.

Marvell and Qualcomm are preparing to capitalize on the growing demand for AI data centers . Marvell assists companies with integrated circuits designed for specific applications, and in connecting these components.

Based on all of the above, which of the two stocks is better to buy now: Qualcomm or Marvell? Looking at the revenue profile, Qualcomm is a much larger company compared to Marvel , with revenues more than four times those of Marvel, at $44 billion versus $ 9.45 billion for Marvel.