Morningstar's William Kerwin has a five-star rating on Marvell (MRVL) off what he calls "great" earnings and "even better" guidance. However, William believes Marvell remains a small fish in an "excessively large pond." Stephen Sopko says Marvell is positioning itself to be similar to Nvidia's (NVDA) hypergrowth story from the first half of the 2020s. He sees the company capitalizing on a "tight niche" through hyperscaler customers.