Marvell to Make Nvidia GPUs Obsolete? $MRVL as an AI Stock
When Nvidia and Broadcom fell as part of an overall AI selloff Tuesday, Marvell rose. Indeed, the market is honing in on Marvell as a custom AI chipmaker, with analysts whispering that $MRVL has relationships with Microsoft, Google, and Amazon for custom AI chips. Marvell is already a leader in optical chips, which help move data between GPUs. We cover Marvell after making a quick aside to our annual stock picking acronyms.
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AI Stocks Discussed: Marvell ($MRVL), Nvidia ($NVDA), Broadcom ($AVGO), Snowflake ($SNOW)
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