Marvell: Trading the AI Design-Win Narrative Ahead of Earnings
Marvell (MRVL) is squarely in the AI infrastructure narrative: custom ASIC wins, expanding optical/connectivity footprint, and improving cash flow. With shares trading around $78, a sharply lower short interest, solid free cash flow and an EV roughly in line with market cap, this is a high-conviction swing trade into earnings — size it modestly and…