Posts on MRVL

Latest ideas and analyses related to Marvell Technology Inc. Common Stock

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MRVL , AVGO , Semiconductors

+16 pts



Moderating CY23 Cloud Capex Outlook; but Continued Strong Networking and ASIC Upgrade Cycle Bode Well for AVGO and MRVL

By realjoe on Sept. 21, 2022, 3:13 p.m.
Tagged topics: slower growth

Views: 10, Votes: 4, Responses: 0, Attachments: 1
MRVL , ENTG , CRDO , PI , NXPI , MCHP , Semiconductors

+17 pts



What did we learn from last week's Communacopia + Technology conference?

By ethonomics on Sept. 19, 2022, 3:54 p.m.
Tagged topics: conference takeaways

Views: 12, Votes: 5, Responses: 0, Attachments: 1
MRVL

+12 pts



$MRVL Strong Design Win Pipeline and Strategic Programs Firing; Lowering CY23 Growth Outlook on Macro/Conservatism; Reit. OW (ER reports as requested)

By realjoe on Aug. 30, 2022, 3:57 p.m.
Tagged topics: earnings results

Views: 11, Votes: 3, Responses: 0, Attachments: 3
MRVL

+4 pts



Seeking gor ER on $NASDAQ:MRVL*

By Thorndyke on Aug. 26, 2022, 1:20 p.m.
Tagged topics: analyst checks

Views: 19, Votes: 1, Responses: 1, Attachments: 0
DIS , COIN , AMC , OXY , CAT , WDAY , MRVL , NTAP , WSM , BPMC

+38 pts



Stocks with high options volumes; Tactical Trades: MRVL, WDAY, NTAP, WSM, BPMC

By ethonomics on Aug. 17, 2022, 4:28 p.m.
Tagged topics: options

Views: 35, Votes: 5, Responses: 0, Attachments: 1
KLAC , SNPS , NVDA , MU , MCHP , ADI , MRVL

+41 pts



CY23 EPS Estimates Coming Down 15- 20%+; Reward/Risk Attractive As Mkt Already Discounting Weak 2023

By bbern3 on July 15, 2022, 4:31 p.m.
Tagged topics: earnings preview

Views: 44, Votes: 3, Responses: 1, Attachments: 1
ADI , AMD , CRDO , ENTG , MRVL , PI , INTC , TXN , AVT , COHU

+47 pts



Deeper cuts to estimates; introducing bull/bear framework and reinstating ENTG at Buy

By ethonomics on July 15, 2022, 3:51 p.m.
Tagged topics: analyst lowers estimates

Views: 53, Votes: 7, Responses: 1, Attachments: 1
AVGO , MRVL , Semiconductors

+42 pts



Cloud Capex Solid Into 2023 Even With Recession Risks; Strong 200G/400G Upgrade Cycle; Positive for AVGO and MRVL

By bbern3 on July 12, 2022, 12:58 p.m.
Tagged topics: analyst checks

Views: 25, Votes: 6, Responses: 0, Attachments: 1
AMD , ADI , AMAT , ARW , AVT , AVGO , INTC , KLAC , LRCX , MRVL , MCHP , MU , NVDA , NXPI , QRVO , QCOM , SWKS , TXN , WDC

+36 pts



A summary of credit analyst recommendations in the Semiconductor sector

By realjoe on July 6, 2022, 10:41 a.m.
Tagged topics: credit research

Views: 30, Votes: 4, Responses: 0, Attachments: 1
NVDA , AKTS , AMD , MRVL , MPWR , AVGO , ADI , TXN

+52 pts



2H22 Semiconductor Preview

By realjoe on June 29, 2022, 10:30 a.m.
Tagged topics: preview

Views: 60, Votes: 5, Responses: 1, Attachments: 1
SNPS , CDNS , NVDA , AMD , INTC , AVGO , MRVL

+42 pts



Semiconductors Chip Design Software Outlook Solid on Increasing Chip Design Activity and Expanding Customer Base; SNPS and CDNS Winners

By scorpioduck on June 21, 2022, 3:20 p.m.
Tagged topics: semiconductors

Views: 184, Votes: 6, Responses: 0, Attachments: 1
ADI , NXPI , ON , TXN , ST , TEL , APH , MCHP , MRVL

+38 pts



Mid-year outlook: expect solid numbers to continue near term but adding 2023 headwinds to the models

By bbern3 on June 10, 2022, 12:08 p.m.
Tagged topics: macro pressures

Views: 130, Votes: 5, Responses: 0, Attachments: 1
ENTG , AMAT , LRCX , UMC , MRVL , WOLF

+39 pts



Global Semiconductor Conference: Key Takeaways from Day 1

By ethonomics on June 7, 2022, 4:19 p.m.
Tagged topics: management commentary

Views: 43, Votes: 5, Responses: 0, Attachments: 1
AVGO , MRVL , MXL , NXPI , ON , QCOM

+48 pts



Checks indicate semiconductor supplies normalizing for the first time since pandemic

By cassie on June 6, 2022, 12:57 p.m.
Tagged topics: semiconductors , easing supply

Views: 176, Votes: 10, Responses: 1, Attachments: 1
MRVL

+35 pts



Steady Growth

By potato on May 29, 2022, 11:23 p.m.
Tagged topics: semiconductors

Views: 21, Votes: 5, Responses: 0, Attachments: 1
MRVL

+34 pts



$MRVL Marvell Technplogy - 2H Growth Opportunities

By Btam on May 28, 2022, 1:38 a.m.
Tagged topics: earnings results

Views: 26, Votes: 4, Responses: 0, Attachments: 1
SWKS , QRVO , QCOM , NVDA , AMD , MRVL , MPWR , INTC , MCHP , ADI , MU , NXPI , ON , TXN

+38 pts



What did you learn during earnings?

By bbern3 on May 19, 2022, 12:17 p.m.
Tagged topics: analyst checks

Views: 44, Votes: 4, Responses: 0, Attachments: 1
CSCO , AVGO , MRVL

+34 pts



Read through from $CSCO results - even if demand cools, it might not matter to $AVGO & $MVRL

By bbern3 on May 19, 2022, 11:55 a.m.
Tagged topics: analyst checks

Views: 134, Votes: 3, Responses: 0, Attachments: 1
AMD , INTC , NVDA , MRVL , AVGO , ANET , JNPR , FFIV

+18 pts



The high level play on Intel is that it is aiming to become, for lack of a more American term, a national champion. Gelsinger has...

By wineced142@azteen.com on May 9, 2022, 9:04 p.m.
Tagged topics: analyst checks

Views: 37, Votes: 7, Responses: 0, Attachments: 0
AMD , INTC , FFIV , ANET , JNPR , NVDA , AVGO , MRVL

+45 pts



AMD vs INTC and Data Center Spending Trends

By josiebe on May 9, 2022, 5:20 p.m.
Tagged topics: analyst checks

Views: 59, Votes: 5, Responses: 1, Attachments: 1