The analysis focuses on Marvell Technology (MRVL), initiated on September 8th, where the analyst upgraded the stock to 'Buy' when it crashed. Over the last month, the stock price has increased by over 30%. According to the management team, Marvell delivered a record revenue of 2.006 billion, reflecting a 6% sequential increase and a 58% year-over-year increase, and data center and market grew up 69% due to AI demand. The analysis notes that Marvel is competing with Broadcom. They also delivered $462,000,000 in operating cash flow. The company repurchased $540,000,000 of stock in the first half of the fiscal year. After increasing, the fair value has also increased, although it is still below the current market value. The analyst is now updating the recommendation to 'Hold', due to the intrinsic value being $63.23, and since the current market price is $87.34.