Company
Marvell
- Episodes
- 4
- Share
- 0.4%
- Shows
- 4
- Net sentiment
- +1.00
Up from 0.3% of episodes in the weeks before; net sentiment was +1.00.
Bullish 4Mixed 0Neutral 0Bearish 0
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Marvell. Longest episodes first.
Bullish 4
- Investor day set a $70-90B 2031 revenue target built bottoms-up from customer wins.Windows Goes Hybrid, Marvell's $90B Target, and the AI Routing Race | The Six Five Pod Ep. 323 · The Six Five with Patrick Moorhead and Daniel Newman · Oct 12
- Analyst Day targets and broader customer and product breadth shifted the narrative positively.Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack · The Circuit · Oct 12
- Optical interconnect demand drives upgraded guidance and expanding gross margins.S&P hits all-time highs, AI trade does all the work · Investing Experts · Oct 13
- Investor day guidance implies rapid growth; fair value raised to $360 and stock rated attractive.5 Stocks to Sell for Tax-Loss Harvesting · The Morning Filter · Oct 12
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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