Marvell Technology Group (MRVL)

Likes it, but there's a lot of takeover fluff. Wait until that fluff is gone first. Can't recommend this stock which is up $6.

Nice work! Has cornered the market on trading on the edge. Company was early in this area and so it has an edge, though that probably won't last forever. His 12-month price target is $102, higher than the average analyst. Almost fully priced. Still has good runway going into 2026, maybe into 2027, before someone can catch up.

Hardware. Exceptionally good at edge computing. Pretty close to price target of $75. He took profit yesterday, and bought FIG, SLR, OKLO, and some of the Mag 7.

The guidance disappointed, and he believes in the CEO, but prefers Nvidia.

It hasn't recovered, unlike the bigger semis companies like NVDA. Not his favourite in this space. KLIC is much better, and both are the same trade.

System-on-a-chip architecture is very attractive to Edge AI. Memory business makes it a bit of a cyclical stock. 12-month price target of $90.50. The tech arena may not be frothy, but it isn't cheap, and this one is good value.

Doesn't own because of the cyclical industry. If you get the timing right, can do very well. He likes companies with an economic moat such as TSM, and he's considering ASML.

He targets $108. They just beat top and bottom lines and raised guidance. They delivered record Q1 revenue, a 63% pop YOY. Are running on all cylinders. Strong momentum.

The market didn't like their quarter and sold it, but it's wrong. He likes that the stock bounced at $60 and is up to $71 today.

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

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.

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.

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.

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

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.