To The Moon

$Marvell Technology(MRVL)$   reported better-than-expected Q1 2025 earnings, with adjusted EPS of $0.62 (vs. $0.61 estimates) and revenue of $1.90 billion (vs. $1.88B estimates). Despite this beat, shares fell 1.33% to $63.73 as of May 30, 2025, extending a 44.77% decline over the past three months. Below, we unpack the market’s reaction and why investors should maintain perspective. Key Positives from the Earnings Report AI & Data Center Strength : Data center revenue surged 87% YoY , driven by demand for electro-optics and custom AI compute solutions. Marvell is shipping next-gen 1.6T solutions for AI deployments and sees strong interest in 800-gig products. Margin Improvement: Non-GAAP gross margin improved to 59.8% , up from

$Marvell Technology(MRVL)$   reported better-than-expected Q1 2025 earnings, with adjusted EPS of $0.62 (vs. $0.61 estimates) and revenue of $1.90 billion (vs. $1.88B estimates). Despite this beat, shares fell 1.33% to $63.73 as of May 30, 2025, extending a 44.77% decline over the past three months. Below, we unpack the market’s reaction and why investors should maintain perspective. Key Positives from the Earnings Report AI & Data Center Strength : Data center revenue surged 87% YoY , driven by demand for electro-optics and custom AI compute solutions. Marvell is shipping next-gen 1.6T solutions for AI deployments and sees strong interest in 800-gig products. Margin Improvement: Non-GAAP gross margin improved to 59.8% , up from