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MRVLCLSSTRLBEARISHFLIPPEDMOTLEY FOOL MONEY · BULLISH IN AUGUST → BEARISH IN SEPTEMBER

AI infrastructure stock gains may be behind us

The hosts argued that while the data center build-out will continue, the blockbuster, explosive gains for many AI infrastructure supplier stocks are likely in the past.

MOTLEY FOOL MONEY CHANGED ITS VIEW

BULLISH FOR 6 DAYS, THEN THE TURN
THEN28 AUG · BULLISHThe bull case presented for Marvell is that its interconnect technology positions it as the indispensable 'central nervous system' for AI data centers, enabling a massive revenue ramp.NOW3 SEP · BEARISHThe hosts argued that while the data center build-out will continue, the blockbuster, explosive gains for many AI infrastructure supplier stocks are likely in the past.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE