Marvell Technology Group (MRVL-Q)

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.

A darling stock at these levels. 41% EPS growth, trading at 22x. Lots of catalysts for growth. Buy it here, right now.

YTD has done fairly well. From a technical point, not a bad time to take some profits. Could pull back a bit more. Revenue slipped 11% YOY.

Runup in 2020 was a great year to take profits. Still doing well. Consider adding right now. Looks good technically, but you have to be very careful. Perhaps $50 as an exit strategy.

Don't buy at $60, but rather $54-55, exactly where it was when it reported. This group is undergoing consolidation. Peers like Nvidia have had a parabolic move and are doing down. Be careful.

They delivered a good quarter. Could hit $70-75. Have a tremendous AI business. Wait for a pullback.

He target $68, so a little runway. Company revenues are projected to grow 18.5% annually over the next 5 years, and net margins of 8.6%. Buy around $56 then $53.

It's had a good run during this AI boom. Their chips are used in various applications. Valuation on these names are too high, so she avoid this space. Maybe enter on a pullback, but remains wary.

Very strong chip manufacturing company.
Recent increase in share price due to record earnings.
A.I. for chips good for business.
Wait for shares to fall before buying (valuation very high).

This is the other semi company that reported strongly last week. They gave bullish guidance on AI, based on real orders and prospects.

Hold for now. Has underperformed the semis, but offers good exposure to China. Trades at a lower PE than peers. Will rally if this holds the low-30s.

It's not the right time for this stock. He recently sold it. They had a bad quarter.

A high-beta 1.5 stock. Not a pretty chart nor is it cheap at 20x PE. As the market goes, so goes this stock. No sign of an upturn. Exposure to China is double their peers which is a concern, so semis are being more and more restricted by governments, so that's a risk. Compounded returns over 5 years have been 14% annually, which beats the market, but AMD and others are double.