# Mrvl

> Markdown twin of https://roboterminal.app/companies/mrvl · https://roboterminal.app/companies/mrvl.md

## On shared sources

- [Lumentum](https://roboterminal.app/companies/lumentum) (2)
- [Nebius](https://roboterminal.app/companies/nebius) (2)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (2)
- [1X](https://roboterminal.app/companies/1x) (1)
- [a16z](https://roboterminal.app/companies/a16z) (1)
- [Agility](https://roboterminal.app/companies/agility) (1)
- [Alibaba](https://roboterminal.app/companies/alibaba) (1)
- [Amazon](https://roboterminal.app/companies/amazon) (1)
- [AMD](https://roboterminal.app/companies/amd) (1)
- [Anthropic](https://roboterminal.app/companies/anthropic) (1)
- [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (1)
- [Apptronik](https://roboterminal.app/companies/apptronik) (1)
- [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (1)
- [Broadcom](https://roboterminal.app/companies/broadcom) (1)
- [Churchill Capital Corp XI](https://roboterminal.app/companies/churchill-capital-corp-xi) (1)
- [Coherent](https://roboterminal.app/companies/coherent) (1)
- [Credo](https://roboterminal.app/companies/credo) (1)
- [d-Matrix](https://roboterminal.app/companies/d-matrix) (1)
- [Eptolink](https://roboterminal.app/companies/eptolink) (1)
- [Figure AI](https://roboterminal.app/companies/figure) (1)
- [Google](https://roboterminal.app/companies/google) (1)
- [Hyundai](https://roboterminal.app/companies/hyundai) (1)
- [Innolight](https://roboterminal.app/companies/innolight) (1)
- [LG Innotek](https://roboterminal.app/companies/lg-innotek) (1)
- [META](https://roboterminal.app/companies/meta) (1)
- [NEURA](https://roboterminal.app/companies/neura-robotics) (1)
- [Nscale](https://roboterminal.app/companies/nscale) (1)
- [OpenAI](https://roboterminal.app/companies/openai) (1)
- [Salesforce](https://roboterminal.app/companies/salesforce) (1)
- [Samsung Electro Mechanics](https://roboterminal.app/companies/samsung) (1)
- [SK Hynix](https://roboterminal.app/companies/sk-hynix) (1)
- [SpaceX](https://roboterminal.app/companies/spacex) (1)
- [Tesla](https://roboterminal.app/companies/tesla) (1)
- [Unitree](https://roboterminal.app/companies/unitree) (1)
- [XPeng robotics](https://roboterminal.app/companies/xpeng) (1)
- [YMTC](https://roboterminal.app/companies/ymtc) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2097705839662342593)
  CIOE 2026: major products within the optical communication industry $GLW $LITE $COHR $AVGO $MRVL $CRDO $SMTC
- [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398)
  $CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–3…
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627)
  Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $…

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Source: Roboterminal · https://roboterminal.app/companies/mrvl.md