Colin Cieszynski Marvell Technology Group MRVL-Q WATCH Mar 24, 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.

He owned, but sold a bit early. He had a nice profit, got off the train, but the train kept going. Got rid of all chip exposure on worry that valuations were really getting out of whack on lofty sentiment. First-rate management and product. Growth is slowing, future earnings are muted, yet still over 20x PE.

If you believe in the story, you could buy a bit, tuck it away, and the potential return could be great 3-5 years from now. Problem is that technology changes so quickly, so today's winner can become tomorrow's loser. Think of INTC.

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

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.