The Analysts

Call · @solavia_a · unranked

@solavia_a

@solavia_a · Thu, Aug 27

ソラ　投資用@solavia_A
Marvell決算説明会 FY28の上方修正はCustomだけではなく、むしろConnectivity側の寄与が大きいとの説明。特にScale up opticsとswitchingが想定以上。 NPOは会社想定より速いペースで案件が増えており、CPOと競合するというより両方が伸びる見方。Scale
8d agoview on X ↗

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

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Long MRVL · High confidence

Confidence

High0.94

Counted from

Fri, Aug 28 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.