Marvell Technology is upgraded to strong buy as AI and data center demand drive robust growth and upwardly revised guidance. MRVL's margin pressure is viewed positively, reflecting a shift to high-demand custom silicon with lower margins but strong dollar profits from hyperscalers. Guidance calls for FY2027 revenue of $11.5B (+40%) and FY2028 revenue of $16.5B (+45%), with accelerating growth and margin recovery expected.