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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7764 followers
Created: 2024-08-29 19:17:00 UTC

Artisan Partners on Marvell Technology $MRVL US

Thesis: Marvell is well-positioned to capitalize on AI data center growth and the shift toward custom silicon solutions, setting the stage for a potential cyclical recovery

(Extract from their Q2 letter)

![](https://pbs.twimg.com/media/GVfiF0-XIAAbLSN.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1829236829218058726/c:line.svg)

**Related Topics**
[data center](/topic/data-center)
[coins ai](/topic/coins-ai)
[$mrvl](/topic/$mrvl)
[artisan partners](/topic/artisan-partners)
[stocks technology](/topic/stocks-technology)
[marvell tech](/topic/marvell-tech)

[Post Link](https://x.com/StockCompil/status/1829236829218058726)