Marvell Technology Group (MRVL-Q)

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

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.

It has seen strong insider buying, and a strong quarter with the slower cyclical segments finally turning the corner.

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.