I'm going to be honest with you — sending this makes me nervous. We traveled
into the Utah desert to film what we thought was the dying breath of American
energy. What our cameras caught on the other side of that site is something
we've been legally discouraged from describing in writing.
<[link removed]>
The Utah footage that made our lawyers very nervous
<[link removed]>
→
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<[link removed]>
Сⅼіϲk hеrе. <[link removed]>
I'm going to be honest with you — sending this makes me nervous.
We traveled into the Utah desert to film what we thought was the dying breath
of American energy.
<[link removed]>
What our cameras caught on the other side of that site is something we've
been legally discouraged from describing in writing.
Three separate people told us not to publish this footage.
We're publishing it anyway — because what's coming out of that ground could
represent thelargest economic revival this country has seen in a century, and
the people who stand to lose the most from that are counting on you never
finding out.
Click to learn more
<[link removed]>
DAILY NEWS
Marvell Technology's Post-Earnings Selloff Has a Silver Lining — Analysts Are
Buying the Dip
The 7-8% post-earnings decline that Marvell Technology experienced in extended
and premarket trading following its quarterly report has attracted an unusual
level of bullish analyst response: several major Wall Street firms have issued
buy recommendations or maintained existing ones specifically because of the
selloff, arguing that the market's reaction overweights the quarterly miss and
underweights the company's structural position in the AI custom silicon market.
Marvell Technology's post-earnings decline is no reason to steer clear,
according to several analysts on Wall Street, per CNBC's analyst coverage.
Marvell posted $2.74 billion in revenue for the second quarter, narrowly
topping the $2.72 billion anticipated by analysts polled by FactSet. It also
reported earnings of 94 cents per share, slightly above the Street's consensus
estimate of 93 cents. While those numbers exceeded expectations, they failed to
impress investors who focused on the guidance relative to Nvidia's
extraordinary beat, sending the stock down around 8% in premarket trading.
KEY TAKEAWAYS
* Marvell Technology fell 7-8% post-earnings despite narrowly beating both
revenue and EPS consensus estimates — a selloff analysts attributed to the
comparison with Nvidia's extraordinary guidance rather than Marvell's actual
operational performance.
* Multiple Wall Street analysts issued buy recommendations or maintained
existing ones specifically because of the selloff, arguing the market is
overweighting quarterly miss magnitude and underweighting Marvell's structural
position as the primary custom ASIC designer for hyperscalers diversifying away
from Nvidia.
* The analyst-investor disagreement reflects a fundamental time horizon
difference: near-term investors comparing Marvell to Nvidia's guidance are
disappointed; medium-term investors evaluating Marvell's custom silicon
positioning against the multi-year hyperscaler diversification trend are
finding the selloff price attractive.
The analyst defense of Marvell centers on a distinction between its current
quarterly performance and its strategic positioning. Marvell designs custom AI
accelerators — ASICs — for hyperscalers including Google, Amazon, and Microsoft
who want alternatives to Nvidia's off-the-shelf GPUs for specific inference
workloads. The demand for custom silicon is not a quarterly story; it is a
multi-year architectural transition in which major AI operators are investing
in bespoke chip designs to reduce their dependence on a single dominant
supplier and optimize performance-per-dollar for specific applications. That
transition is still in its early innings despite Marvell's near-term results.
The selloff versus the analyst bullishness represents a fundamental
disagreement about the right time horizon for evaluating Marvell's value
proposition. Near-term investors who are comparing Marvell's quarterly numbers
to Nvidia's extraordinary guidance are disappointed. Medium-term investors who
are evaluating Marvell's position as the primary custom ASIC partner for
hyperscalers who are diversifying away from Nvidia's GPU monopoly are finding
the selloff price attractive relative to the long-term positioning it
represents.
SOURCE:
* "Stock market news for Aug. 27, 2026" — CNBC
* "Nvidia wows Wall Street with a strong quarter and an eye-popping sales
forecast" — CNBC
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