TMTB: MRVL OKTA First takes
MRVL +7%: Solid beat and raise but GM guide a bit light
Looks better - only thing a bit neg is lighter gross margins but thats likely bc of Custom Silicon ramp. Overall, what you wanted to see for what is our fav large cap AI semi right now and cleanest story. Investors will be more comfortable unwriting $4+ in EPS power now.