Marvell (MRVL) vs. AVGO and NVDA: Can AI Interconnect Growth Deliver the Earnings Its Premium Valuation Demands?

Is MRVL a good stock to buy? We came across a bullish thesis on Marvell Technology, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on MRVL. Marvell Technology, Inc.'s share was trading at $211.02 as of August 6^th 2026. MRVL’s trailing and forward P/E were 64.45 and 46.30 respectively according to Yahoo Finance.

Marvell Technology designs chips and networking gear used to build AI infrastructure, and its most important growth engine right now is the Data Center segment. As AI companies build bigger clusters of computers,...