Shane Obata
Marvel Enterprises Inc
MVL-N
HOLD
Apr 04, 2024
Peer of AVGO. Customized chips on a much smaller scale. Decent, but his preference is to stick with AVGO, as it's bigger and more diversified with software and semiconductors.
First time in a long time - has interest in semi-conductor space. Recent share price weakness creating buying opportunity. Current phase of semi-conductor cycle a good time to buy. Best investments are made on the buy.
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Peer of AVGO. Customized chips on a much smaller scale. Decent, but his preference is to stick with AVGO, as it's bigger and more diversified with software and semiconductors.