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Zino: MRVL Remains Strong Buy Despite Growing A.I. Competition

Zino: MRVL Remains Strong Buy Despite Growing A.I. Competition

Schwab Network · Schwab Network

May 30, 20257m 3s

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Show Notes

CFRA's Angelo Zino doubles down on Marvell (MRVL) even after investors wavered on potential headwinds. He believes the growing competitive environment and demand for custom silicon gives Marvell space to grow, even though Angelo says its growth recovery is "much slower" than expected.


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