MRVL offers a buying opportunity due to strong interconnect growth (70-80% annually) and valuation relative to Broadcom, even after a recent pullback.
Bullish
“McClean: Brace for "A Lot" of Headwinds, "Patience is Key" for SPCX & MRVL "Incredible"”
Schwab NetworkPublished Sep 1 · 1 passage
Jump to any passage
1 passage
Um Marll, that's another one that's been on your radar. Um look, that one's been a strong performer. Uh do you see more strength to come or in that one and why? Yeah. So, it's had obviously a good year.
It's up about 150% year to date, but still trading off 20%ish off it off its high. And so, there's good opportunity there because the interconnect business connecting all the things in the data center is growing at 70 to 80% a year.
It's incredible type business. A lot of growth associated with that and it's a cheaper alternative to a Broadcom, which is still a better company, but from a cheaper perspective, you get a Marll that has still has a lot of innovation.
What this channel has said about $MRVL
Schwab Network has 3 calls on this stock; only the adjacent ones are shown.
2026-09-16Bullish
We've also been trading a name Marvell that was sold off on its earnings. We believe Marvell is a powerhouse that is still not yet been uh valued appropriately by the market. It's got exploding revenue with data centers. That is the future. AI demands data. We think Marvell has a potential to be the frontrunner there.
Quote at 08:21 ›2026-09-01BullishThis one
Um Marll, that's another one that's been on your radar. Um look, that one's been a strong performer. Uh do you see more strength to come or in that one and why?