Jose Najarro Stocks 对 $MRVL 的判断变化

2026-08-30看涨
《5 Stocks That Could Explode After Nvidia’s Massive Earnings!!》
MRVL 是强力买入,得益于与谷歌的大规模定制硅合作、数据中心收入快速增长(同比增长 75%),以及尽管供应受限但需求旺盛。

接下来我想仔细看看的公司是Marvell。现在,Marvell刚刚公布了财报,我认为财报很棒。股价下跌了大约10%。市值1900亿美元。年初至今,股价上涨了142%,但从52周高点来看,股价下跌了近30%。

The next company I actually want to take a closer look at is Marvell. Now, Marvell just recently reported earnings, and I thought earnings were great. The stock is down roughly 10%.

Market cap of 190 billion. Year-to-date, the stock is up 142% but from its 52-week high, the stock is down nearly 30%.

2026-08-26看涨
《Nvidia’s Greatest Earnings Yet!! Why I’m Even More Bullish on AI》
预计MRVL财报表现强劲;尽管短期股价可能疲软,但长期观点积极。

明天我们有Iran和Marvell的财报,我认为在我的观点中这将是非常利好的。即使股价表现糟糕,我认为从长远来看,这两者都是我投资组合中的大赢家。

We do have Iran and Marvell earnings tomorrow, which I think are going to be very bullish in my opinion. Even if the stock price sucks, I think long-term both of those are great winners in my portfolio.