Mike Vinokur Marvell Technology Group MRVL-Q RISKY Mar 07, 2025

Penetration into AI and data centres is not particularly strong. He'd prefer AVGO, or even AMD. A long shot might even be MU, at a much cheaper valuation.

Up 100% this year and just reported a strong quarter that triggered a 23% rally in one day.

It has seen strong insider buying, and a strong quarter with the slower cyclical segments finally turning the corner.

Is wildly oversold after their quarter. Shares are below when they had no AI. Start buying here.

As with other semiconductors, has really tumbled in last few months. Possibility of a bounce here. Old resistance was $75, and would look pretty good if it can break through that. So watch for that $75; if it breaks through and particularly with volumes picking up, that would be encouraging.

Is in the middle of an historic decline, despite its earnings having an historic advance. It's been punished enough. Buy a quarter position here and another at $50. The CEO bought a ton of stock.

They are doing everything right, but face very good competition. This gets no credit in data centres.

A year ago, everyone was trying to find the next best thing to NVDA. System-on-a-chip puts chips out closer to the data, a nice niche. 12-month price target of $112.50, great runway.

Semiconductors, broadly, have become like shooting fish in a barrel since ChapGPT made its debut in late 2022. All are pretty cyclical. Likes others better, such as NVDA and AVGO.