Is Marvell's AI Upside A Mirage? Chip Stock Investor's Better Buy For June 2024
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- Опубліковано 28 чер 2024
- In a Chip Stock Investor update a month ago, we said we planned on selling our stake in Marvell Technology (MRVL). Earnings are out, and the market wasn't super happy. Marvell's data center AI potential is still showing up in the financials, though, so are we still planning on jumping ship? And if so, why do we view Broadcom (AVGO) as a better buy? Find out why we're switching gears in this strategic investing episode.
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• Broadcom Stock (AVGO) ...
• Does Broadcom's AI Eve...
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Chapters:
00:00 Marvell Technology's Recent Earnings Report
00:58 Marvell's Position in the Semiconductor Industry
01:40 Revenue Breakdown and Market Conditions
03:33 Profit Margins and Earnings Analysis
04:26 Marvell's Data Center AI Opportunity
05:47 Marvell's Strategic Acquisitions
07:10 Custom Chip Design and Market Potential
13:55 Comparing Marvell and Broadcom
15:49 Portfolio Strategy and Final Thoughts
#marvell #mrvlstock #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of Marvell Technology.
Nick and Kasey own shares of - Розваги
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Community: 🙏 Connect with other investors interested in chip stocks.
Direct Access: 🗣🦜Chat with the Chip Stock Investor experts.
Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
Resources: 📕📖📑Download show notes and access exclusive content.
Friends: 🙌 Join a welcoming Discord community.
How to Join:
Visit our UA-cam channel: ua-cam.com/channels/3aD-gfmHV_MhMmcwyIu1wA.htmljoin
Support them on Ko-Fi: ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop.
I'm being patient with MRVL, my cost basis is only $45 and still believe there is upside. They are diversified an EV market has bottomed.
Amazing channel! Glad I found this!
Welcome!
Just found you guys now. I wish I had found you guys before: great info!
Would be curious of your thoughts on the departure of CEO Jim Anderson from Lattice. And then just generally, what happens to chip companies when there is exec level transition?
Great video. I’m sticking with Marvell, but I respect the decision-making process. The DC revenue, bottom of the cycle, and plans to double their market share just make it too much for me to walk away from right now.
echoing my thoughts exactly - but I do respect their opinion. It looks egregiously expensive but this is the trough, imo
@jesseself1562 @Matthewbyrd86 hope you are rewarded very handsomely for holding, there is a lot to like coming down the pike. If we didn't already have AVGO at a low cost basis for over 6 years, or decision might be very different. We'll keep close watch on MRVL.
@@chipstockinvestor and if I known Marvell’s downtown would last this long, I would have left a few quarters ago. 😂 But it’s a different calculation today.
If it doesn't break $80 soon, I'll DCA out and buy AVGO instead.
My avg share cost is $30 and up nicely. They've low balled revenues from auto and were off big time just like what they expected to make in AI related revenues.
Another insightful production. For some reason I have never been a fan of MRVL. Hey I think you will be happy without BROS. I live in Phoenix area where they have been super popular since before the IPO. Even in sketchy locations BROS is always busy. But more and more independent coffee shops and other shops which may not be public companies are saturating the area. Great for the consumer but bad for the business. I think BROS reported declining same store sales and Starbucks is even feeling this I believe. I think it is good opportunity for a short term trade though.
Can you revisit Skywater and maybe AEHR ?
Hi Guys, could you do an update on LSCC and the CEO's abrupt decision to move out?
A video is coming before too long
Were you investing in the semiconductor industry prior to AI focus? Is the semiconductor industry obsolete without AI? What’s the problem then?!
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Are over-sized baseball caps with flat bills in fashion now?
I would say I'm not the one to ask about fashion!
They never went out of style
I thought 1 year ago marvell is AI scam. 1 year later i feel the Ssme way