A Hidden AI Stock Gem? Marvell's Surprising Story

Want an AI stock that's not ridiculously priced? Marvell Technology (NASDAQ: MRVL) might be it 🔍

The stock's been down lately. But look deeper. Their Q2 2026 numbers tell a different story. Data center revenue hit $1.49 billion—up 69% from last year. Pretty impressive. Wall Street got spooked though. The company said Q3 data center revenue would stay flat.

Their loss, your gain?

The company designs custom chips for AI and data centers. Seems like a sweet spot in today's market 🚀. Management's not worried. They're actually expecting Q4 to be "substantially stronger than the third." I found that kind of surprising.

Marvell isn't just any chip maker. They work with the big players—Amazon Web Services, Microsoft Azure. The AI infrastructure pie is huge, and they've got a seat at the table 🌐. They estimate their potential market at $94 billion. Last year's revenue? Just $5.8 billion. The math isn't complicated.

Price-wise, it's interesting. Trading at 23.4 times operating cash flow. That's way below its five-year average of 33.8. Makes you wonder why 🔥

Some AI stocks have gone to the moon with valuations that make no sense. Marvell's different. The price actually reflects business reality. Near-term might be bumpy. It's not entirely clear how Q3 will shake out. But Q4 looks promising 🌕

Rare chance here. AI exposure without the crazy price tag. A quality company selling at a discount. Worth a look.