MRVLBULLISHFLIPPEDCNBC FAST MONEY · BEARISH IN AUGUST → BULLISH IN SEPTEMBER

Marvell as the hotter AI infrastructure play

The discussion framed Marvell as where 'hot money' is going due to its superior year-to-date performance and perceived positioning in the AI infrastructure build-out.

CNBC Fast Money, with Venezuela

CNBC FAST MONEY CHANGED ITS VIEW

BEARISH FOR 6 DAYS, THEN THE TURN

THEN27 AUG · BEARISHThe post-earnings selloff in Marvell was attributed to the market realizing its massive AI-driven growth targets for next year were already fully priced in, with a key Google deal's revenue not providing extra near-term upside.NOW2 SEP · BULLISHThe discussion framed Marvell as where 'hot money' is going due to its superior year-to-date performance and perceived positioning in the AI infrastructure build-out.

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