ALANSRESEARCH.COMTHURSDAY, JULY 30, 2026

Alan's Research

this is not investment advice

Short MRVL at $187 — paying bull-case prices for base-case cash flow

Marvell Technology (NASDAQ: MRVL) | SHORT | $187.00 → 12-mo target $134 (−28%) — full 2-pager with the model detail is attached at the bottom. - MRVL is a real AI winner — the #2 merchant custom-silicon franchise, data center 74% of FY26 revenue, management FY28 target raised to $16.5B — but at…

Buying Marvell

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