Marvell Technology Group (MRVL)

None of these chip companies should be considered a long-term hold. Very cyclical sector. Be careful about entry point, with a planned exit. Expensive at 37x. Core to AI revolution. Great space, but be selective. He owns QCOM.

The first to gear semiconductor solutions toward optical cables. Known for system-on-a-chip architecture. Processing power right on the edge in a device. 12-month price target of $75. Yield is 0.36%.

Reported a mixed quarter with only part of its business on fire. Wait.

Not in his fund, but in separately managed accounts. 12-month price target of $75, around 10-15% runway left. Niche is servicing on the network edge. Data centre infrastructure. Good choice.

Now above the average price target. If your entry was $64, write some calls upwards of $74-75 if you have more than 100 shares. Volatility's high, so calls would give you a good premium. Watch the price action -- roll up the strike if it starts to go up, or decide you want to have it taken off your hands.

He took profits. Watching closely, as he wants to buy in again on dips. 10% upside from here. Buy in thirds here, at $57.50, and $54.25. 

It got ahead of itself, then got hit hard last week after reporting last week. The results were strong, but their forecast was tempered. 

Is back on his radar. Are well-positioned in AI. Their last quarter disappointed, but their communications side looks good. Trades below 20x PE. Like this, AMD, Broadcom and Nvidia

A fine CEO. Buy some now, and buy more if it goes lower, but don't go all in.

A darling stock at these levels. 41% EPS growth, trading at 22x. Lots of catalysts for growth. Buy it here, right now.

YTD has done fairly well. From a technical point, not a bad time to take some profits. Could pull back a bit more. Revenue slipped 11% YOY.

Runup in 2020 was a great year to take profits. Still doing well. Consider adding right now. Looks good technically, but you have to be very careful. Perhaps $50 as an exit strategy.

Don't buy at $60, but rather $54-55, exactly where it was when it reported. This group is undergoing consolidation. Peers like Nvidia have had a parabolic move and are doing down. Be careful.

They delivered a good quarter. Could hit $70-75. Have a tremendous AI business. Wait for a pullback.

He target $68, so a little runway. Company revenues are projected to grow 18.5% annually over the next 5 years, and net margins of 8.6%. Buy around $56 then $53.