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

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.

Interesting company. Big issue on semi demand is really the Chip Act, how it applies to China, and what it does to demand for everyone else. China will be looking to increase market share. You want bigger and better, so he'd probably rather own AVGO.

Good to buy at current levels. They last delivered a good quarter apart from one glitch with a customer.