Apart from Amazon’s AI chip, Marvell seems to have got Microsoft’s AI chip “MAIA” gen-2, and Google’s AI ARM CPU. More good news to come in 2026 after the official releases…
I hate to make a request, but any chance you two could do a deep dive into Teradyne (TER) sometime soon? I'd love to hear your views on their role in the semiconductor equipment supply chain as they have a duopoly with Advantestt (ATEYY) in one part of the overall equipment 'chain'
Your channel provides incredible value with its in-depth analysis of the semiconductor market. The insights are essential for understanding the complexities of this dynamic industry. Your dedication to delivering high-quality content is appreciated... Keep up the amazing work-it's making a significant impact!
You're doing just fine and are completely transparent. You always disclose and are straightforward about your personal decisions versus advice to the masses. We're all adults here! It's okay to prioritize great businesses with great books for long-term investing, especially when reviewing your investing checklist. If you start making exceptions, you'll get a lot of indecisiveness during inevitable downturns. Trust your process. The upside to being vulnerable and transparent on the net is you get haters and naysayers. If you handle this hate correctly, you'll be incredibly antifragile and mentally robust, which transfers nicely during market downturns. More puppies for everyone and more cowbells! Excited to ride with you in 2025! Let's go!!!!!
Thanks for the video! Love the channel! If you’re looking for inspiration: Besi might be interesting right now. Their hybrid bonding technology looks ready to take off!
MRVL will become another AMD. You will see another disaster in this year. Last year was of AMD. There are no strong evidence available that MRVL will deliver competitive AI chip lke NVIDIA. It is too early to invest money on MRVL.
Been buying dips in MRVL since 2020. Currently my largest position.
You showed great professionalism and restraint with your coverage. You two are a great addition to UA-cam!!
Happy to see you covering Marvell again. Keeping fingers crossed Matt Murphy stays put.
Any fresh take on QCOM? Still has growth potential?
Excellent analysis and honest review of the previous decision. We shall see. I am a small investor in MRVL though my initial reason was 5G 😆
You both did great!
Hopefully Marvell and Amazon take their relationship to the next level
Thanks for the update. MRVL, AVGO, NVDA, long all three
Apart from Amazon’s AI chip, Marvell seems to have got Microsoft’s AI chip “MAIA” gen-2, and Google’s AI ARM CPU.
More good news to come in 2026 after the official releases…
I hate to make a request, but any chance you two could do a deep dive into Teradyne (TER) sometime soon? I'd love to hear your views on their role in the semiconductor equipment supply chain as they have a duopoly with Advantestt (ATEYY) in one part of the overall equipment 'chain'
Your channel provides incredible value with its in-depth analysis of the semiconductor market. The insights are essential for understanding the complexities of this dynamic industry. Your dedication to delivering high-quality content is appreciated... Keep up the amazing work-it's making a significant impact!
You're doing just fine and are completely transparent. You always disclose and are straightforward about your personal decisions versus advice to the masses. We're all adults here! It's okay to prioritize great businesses with great books for long-term investing, especially when reviewing your investing checklist. If you start making exceptions, you'll get a lot of indecisiveness during inevitable downturns. Trust your process. The upside to being vulnerable and transparent on the net is you get haters and naysayers. If you handle this hate correctly, you'll be incredibly antifragile and mentally robust, which transfers nicely during market downturns. More puppies for everyone and more cowbells! Excited to ride with you in 2025! Let's go!!!!!
Thanks for the video! Love the channel! If you’re looking for inspiration: Besi might be interesting right now. Their hybrid bonding technology looks ready to take off!
🙂Thanks for watching! BTW, regarding Besi: ua-cam.com/video/CeXwakZy5r8/v-deo.html
Guys, you're doing great. Don't get mad. You sounded mad. Just let it roll . . .
Great analysis, thank you
I appreciate this story............and naturally the white dog......very cute
you guys are my AI winners 😉
Well done.
what do you thing about BBAI and APLD ?
Bigger upside is coming with marvell with custom chips for amazon. Just the beginning!!!
Can you look into glass core substrates, what companies are involved and how significant it is. thank you
Already have several videos on that, do a search in our video timeline
I sold MRVL thanks to your advise a few months back. This should teach me.
Since Nvidia, Broadcom and Marvell all are ridiculously high this year, Qualcomm is still in value territory is it a good buy now?
This should be a good time for another Nvidia look with all that’s going on right now!
CSI that popular now they getting the AI stock bots.
can you also talk about the AI software industry as well please? it seems a trillion dollars market
I sold AVGO and bought MRVL based on their ASICs deals with the hyperscalers and MRVL's optics technology. Both are great companies.
Very bad decision
Is your dog a Westie? How old is he/she?
Nope, she's a street rescue, probably a spitz mix of some sort. She's about 8-9 months old.
Girlfriend ur make up on point today 👌
MRVL will become another AMD. You will see another disaster in this year. Last year was of AMD. There are no strong evidence available that MRVL will deliver competitive AI chip lke NVIDIA. It is too early to invest money on MRVL.