[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![PanabeeAI Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1791743470358638592.png) Panabee AI [@PanabeeAI](/creator/twitter/PanabeeAI) on x XX followers
Created: 2025-03-14 20:59:52 UTC

Bear vs. Bull in XX Seconds: Marvell $MRVL

Bear: MRVL faces headwinds outside data center, with enterprise networking, carrier infrastructure, consumer down 49-68% YoY. Despite data center growth, overall revenue up only X% to $5.8B. Operating loss of $720M and $712M restructuring charges raise concerns. High customer concentration (81% from top 10) adds risk.

Bull: MRVL is riding AI wave, data center revenue surged XX% to $4.2B, now XX% of sales. Focus on custom ASICs, interconnects for AI. Despite losses, operating cash flow strong at $1.7B. $2.6B remains in share repurchase program, signaling confidence. Stabilization expected in enterprise networking, carrier infrastructure.

![](https://pbs.twimg.com/media/GmB529iWMAAhbpL.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1900653127759524324/c:line.svg)

**Related Topics**
[chapter 11](/topic/chapter-11)
[$712m](/topic/$712m)
[$720m](/topic/$720m)
[$58b](/topic/$58b)
[data center](/topic/data-center)
[$mrvl](/topic/$mrvl)
[coins ai](/topic/coins-ai)
[marvell tech](/topic/marvell-tech)

[Post Link](https://x.com/PanabeeAI/status/1900653127759524324)