Research Feed

Marvell sits at $74.21 (-37.6% 1Y, RSI 35) while the entire datacenter optical supply chain reports synchronized blowout demand. The stock trades at a 57% discount to the $116 analyst mean target. Earnings March 5. This filing — a routine prospectus supplement registering shares for the Celestial AI

MYRG trades at 41.3x P/E (premium to peers) while posting +0.8% QoQ backlog growth. Every electrical contractor peer is printing record data center orders (+50-200% YoY). Management talks extensively about data centers but numbers don't match. Three scenarios: (1) losing market share, (2) different