Marvell Technology Stock: The AI Data Path Trade After GPU Excess (NASDAQ:MRVL)

Core Viewpoint - Marvell (MRVL) is exposed to cyclical macro valuation risks similar to other AI and semiconductor stocks, but its relative valuation is more favorable compared to its peers in the same sector [1] Group 1 - Marvell's relative valuation is better than other businesses in the AI and semiconductor space [1]