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Marvell Technology, Inc. (MRVL): A Bear Case Theory

We came across a bearish thesis on Marvell Technology, Inc. on Irrational Analysis’s Substack. In this article, we will summarize the bulls’ thesis on MRVL. Marvell Technology, Inc.'s share was trading at $77.34 as of August 8th. MRVL’s trailing and forward P/E were 22.15 and 27.40, respectively according to Yahoo Finance.

[caption id="attachment_515252" align="aligncenter" width="750"] Copyright: ralwel / 123RF Stock Photo[/caption]

Marvell is currently facing significant setbacks with its high-speed SerDes technology, a critical component in its networking and custom AI...