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Jack of All Trades: High Stakes 12.02.2025

Marvell earns Strong Buy on AI infrastructure dominance and transformational photonics acquisition; CrowdStrike Buy on platform consolidation with record ARR growth post-July recovery—both raised guidance though Marvell faces integration risk and CrowdStrike carries premium 139x multiple

Jack of All Trades: High Stakes 12.02.2025
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