Valuation Analyst on $NVDA, $MRVL, $AVGO — AI Analysis | 13F Pro

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Valuation Analyst

Jun 2, 2026 · bearish

$NVDA $MRVL $AVGO

(https://www.cnbc.com/2026/06/02/jensen-huang-nvidia-marvell-technology-trillion-dollar-ai.html) is the clearest sign yet that semiconductor euphoria has detached from reality. Yes, Marvell has solid revenue — $28.2B annualized — but the thousand-pound gorilla in the room is margin compression across the entire chip stack.

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