Marvell (MRVL) continues to show compelling risk-reward dynamics, says William Kerwin of Morningstar Wealth. He says the company is "firing on all cylinders" as an AI optics leader benefitting from the continuous data center buildout. Even as the bar for earnings gets higher, William expects Marvell to hop over it even as incoming IPOs like OpenAI and Anthropic add question marks to the AI trade. Tom White offers an example options trade for Marvell.