Speaker holds MRVL; anticipates a rebound driven by hardware sector strength and potential optimism from Anthropic's S-1 IPO documentation.
Bullish
“This Chart Signals the END of the AI Stock Bubble.”
Meet KevinPublished Sep 4 · 3 passages
Jump to any passage
3 passages
If Anthropic's S-1 IPO documentation is positive, it will frankly make you optimistic about Marvell and Broadcom.
Today there is a decline in software and an increase in hardware, with a specific call for a rebound in Marvel and AMD.
I also have exposure to Marvel.
Watchpoints
Anthropic's S-1 IPO documentation reception
What this channel has said about $MRVL
Meet Kevin has 6 calls on this stock; only the adjacent ones are shown.
2026-09-04BullishThis one
If Anthropic's S-1 IPO documentation is positive, it will frankly make you optimistic about Marvell and Broadcom.
2026-09-04Bullish
Uh we made a call on our alpha report as well this morning that today uh could be a buying opportunity on AMD and Marll and both of these are up uh from the bell.
Quote at 39:01 ›