MRVL

I'd be placing another 40% here, with Marvell and Broadcom as the conviction positions inside of that group.

the second layer is the silicon stack. Micron, Amcorp, Broadcom, and Marvell.

And for me, it's just it's a pass for me.

Others say buy them now before they double from here again.

I would probably rate Marvell a borderline buy.

Bloom Energy, Nvidia's, Core Weave, Coherent, Lumentum, Marvell, SanDisk, Micron, Western Digital and Sharon AI.

Pivoting from memory chips straight into physical connectivity constraints, our next selection is Marvell Technology, ticker M RVL, a high-speed data center infrastructure powerhouse experiencing a structural transformation.

Marll Technology, trading under ticker MRVL, represents another premium AI infrastructure play that has been dragged down over 30% in this sectorwide capital rotation.

Building on that massive networking theme, our second stock is Marvell Technology, ticker symbol MRVL, a powerhouse that is rapidly establishing itself as an indispensable architectural partner to the biggest names in artificial intelligence.

custom silicon companies like Marvell and Micron are continue to, I think, going to have another few years of better than expected growth.

I'm going to double down on um on my core positions, which are Navios, Corus Weave, Marvell.

buy these stocks at a at a you know very very good price

I'm going to remain bullish on this company,

I think that looks attractive, falling from 330 down to 185. You know, Marvell could be could be good.

Another one of those opportunities is Marll. You know, I think Marll down 42 and a half% from highs could be a very attractive opportunity.

I also like something like Qualcomm for AI wearables and Marll for data center connectivity.

I continue to think Marll is very interesting as well.

Qualcomm Marll cors ke some of your data centers I think also can be interesting on a selloff buying them on the dip.

Long story short, Nvidia, AMD, Marll, Broadcom, Qualcomm, these would be like top tier buy the dip opportunities within the AI trade.

with other AI stocks, Marll and Qualcomm at the right price. If AI stocks continue to sell off, I I do think those are going to be very attractive opportunities

Marvell, MRVL

Marvel Technologies again another very popular stock for this year. If we look at current levels if it ends up returning back to previous levels previous highs which again patterns tend to repeat themselves they don't always have to. this thing offers 64% return

YOU CAN SEE SOME OF THE NAME SUE GOT MORE BELL TECHNOLOGY DOWN 7% TAIWAN SEMI WHICH IS NOT A CHIPMAKER IT MANUFACTURES THE CHIPS THE NVIDIA'S AND SANDISK NC GETS OF THE WORLD PUT IN THEIR. ... I THINK THESE THINGS ARE GOING TO BOTTOM OUT OVER THE NEXT COUPLE OF MONTHS... SELL THOSE SHINY OBJECTS BY THE DIAMONDS IN THE ROUGH.

WE ARE ADDING BACK NOW GIVEN THE PULLBACK.

companies like a lad and margo are going to benefit.

I think it's a great fade. And when I say fade, I mean I'm actually going to short if you will, into this most recent rally.

They talked about some of these names that are all buy rated, and that they have some of the ones that you're talking about here, like Nvidia and Marvell and Micron and Broadcom, they think they have 30% upside because of the compute and memory networking, the equipment.

still broadly bullish Marll

stock number four, which is going to be Marll Technology, stock ticker MRVL

maybe seemingly wanting to start to to jump back in and buying more shares of Marll.

stock ideas include AMD, Marvell, CrowdStrike, and Palantir.

SO I SOLD MARVELL BECAUSE I WAS UP OVER 100%

I sold Marll uh because I was up over 100%.

I recently sold Marll cuz I made over a 100% in like a month and a half, which is crazy to me.

I own Marll. I have been trimming Marll because it's up a whole lot

For us, you know, that keeps us bullish on Marvell, Broadcom, Nvidia uh that we own in the Pro portfolio.

I'm going to start off with Marvell... Chris uh believes it can move higher... he said it's under review. He still is really bullish... he is still betting on this one.

I recently sold Marll because I made over a 100% in like a month and a half, which is crazy to me.

I sold Marll uh because I was up over 100%.

Ulia gave us five stocks among them Micron and Marll

He also got Marll

Shout out to those who took the TQQ swing as well as the Marll swing.

that was a great time to sell.

Broadcom, Marvel, Coherent