Marvell Technology Group (MRVL)

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

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.

She added more AVGO. Could be volatile, but was encouraged by Marvell's latest report in which AI was very strong for them, and their non-cyclical business had bottomed and was improving. AVGO's AI business is firing on all cylinders and trades cheaply.

Loves it. 12-month price target of $88.50. Buy in thirds here around $66, $63, and just under $60. This correction is happening right now. The king of edge computing, which is just starting to get rolling.

It reports Thursday. People buy this as an AI play. It could hit $100 if certain segments perform.

He took profits, but then got back in. Met both top and bottom lines, but guidance was a bit difficult, and this provided an opportunity. Can still buy in thirds here around $74.50, $71, and $67.

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.