Objective: SentAi tracked two major company decisions: selling a slow
automotive business and buying a networking business. This shifted Marvell away from
slower markets and focused it directly on high-growth data center spending.
Widget 2: [SentAi] Profit
Margin and Growth
Objective: Track the shift from research and development into mass
production of new networking chips. Revenue Growth: 37% year-over-year. Operating
Margin: expanded to 36.3%.
Widget 3: [SentAi] Market
Share Capture Metric
73%
Data Center Share of Total Revenue
SentAi showed that the Data Center division was growing at 38% compared to last
year, proving that Marvell's business had shifted focus to networking hardware.
Phase 3: Results [POWERED
BY APEX]
Analysis: Apex visualizes the difference between early
investment flows and the public stock price. The broader market eventually noticed these trends,
and Marvell reported a 77% increase in net income and $582.3 million in cash flow.
Widget 4: Capital Flow vs. Price Action
Documentation
About Vector
While traditional analysis only focused on GPU chips, Vector constantly tracked files and
investments in the chip industry to find the next big opportunity: networking connections.