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<p>I was looking at Marvell’s numbers and the data center growth stood out to me. $2.17B from that segment means AI infrastructure is now a huge part of the business, with revenue up 46% YoY. Q2 revenue reached a record $2.739B, and Q3 guidance is $3.15B. But the market still sold the stock after hours. For me, the lesson is simple: price often reacts to expectations, not just good results. I’ll be watching whether buyers step in after the initial reaction of $MRVL
Do you see this as weakness or opportunity?</p>

I was looking at Marvell’s numbers and the data center growth stood out to me. $2.17B from that segment means AI infrastructure is now a huge part of the business, with revenue up 46% YoY. Q2 revenue reached a record $2.739B, and Q3 guidance is $3.15B. But the market still sold the stock after hours. For me, the lesson is simple: price often reacts to expectations, not just good results. I’ll be watching whether buyers step in after the initial reaction of $MRVL
Do you see this as weakness or op

I was looking at Marvell’s numbers and the data center growth stood out to me. $2.17B from that segment means AI infrastructure is now a huge part of the business, with revenue up 46% YoY. Q2 revenue reached a record $2.739B, and Q3 guidance is $3.15B. But the market still sold the stock after hours. For me, the lesson is simple: price often reacts to expectations, not just good results. I’ll be watching whether buyers step in after the initial reaction of $MRVL Do you see this as weakness or opportunity?

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