Key insights
- Marvell Technology (MRVL) has seen significant gains, driven by its AI initiatives including partnerships with Nvidia (NVDA) and potential collaborations with Google (GOOGL) on TPUs. The company's strong EPS beat and its role in high-speed networking for AI suggest positive momentum. This could spill over to related networking and semiconductor companies like Arista Networks (ANET), Hewlett Packard Enterprise (HPE), and Credo Technology (CRDO) as the demand for AI infrastructure grows.
So I started investing last year and bought 1 share of $MRVL as a partial joke with thoughts about selling it when it was doing bad in the winter and I now have a 120% gain on it. If i had to guess the reasons it's due to the agreement with $NVDA (https://nvidianews.nvidia.com/news/nvidia-ai-ecosystem-expands-as-marvell-joins-forces-through-nvlink-fusion) (https://www.marvell.com/company/newsroom/marvell-nvidia-provide-to-custom-solutions-advanced-ai-infrastructure.html). $MRVL is also in talks with $GOOGL (https://www.reuters.com/business/marvell-shares-gain-report-deal-talks-with-google-develop-two-ai-chips-2026-04-20/) on designing two TPUs for AI. EPS for $MRVL was also beat for the quarter. I'm planning on seeing how my share does tomorrow because I was originally planning on selling it but then I'm like well it seems like $MRVL has momentum right now so I might buy more shares. Then I thought: Well $MRVL does transceivers and network cards. AI requires high speed networking to communicate (400+ Gbps). The next step is to look into $ANET, $HPE (Juniper and Aruba), and $CRDO (Startup specializing in DACs and transceivers) since they all appear to be gaining momentum.