High Quality Stock Setups, Weekly Stock Bull Finder

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<ul><li>Semiconductors- “Big Money” Rabid Buying Spree Continues NVIDIA’s (NVDA) and Marvell’s (MRVL) earnings calls and forward guidance delivered this week resulted in earthquake shock re-rating to all things semiconductors on Thursday and Friday.</li><li>On Thursday, NVIDIA’s $198B market cap gain was the largest market cap gain in market history.</li><li>In the first quarter of this year, Microsoft gave clues that artificial intelligence would emerge as the next great computing platform and then this quarter it appears that Wall St. has woken up to the degree of significant data center retooling and infrastructure spending which will be required to support emerging artificial intelligence computing demand.</li></ul>

Semiconductors- “Big Money” Rabid Buying Spree Continues NVIDIA’s (NVDA) and Marvell’s (MRVL) earnings calls and forward guidance delivered this week resulted in earthquake shock re-rating to all things semiconductors on Thursday and Friday.On Thursday, NVIDIA’s $198B market cap gain was the largest market cap gain in market history.In the first quarter of this year, Microsoft gave clues that artificial intelligence would emerge as the next great computing platform and then this quarter it appears that Wall St. has woken up to the degree of significant data center retooling and infrastructure spending which will be required to support emerging artificial intelligence computing demand.

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Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

Headline Developments China has likened online computer games to opium, causing shares in Tencent (700.HK) and NetEase (9999.HK) to drop 10% and 15% respectively.  The article, which appeared in state-run Economic Information Daily (before being removed), said more than half of China’s children were nearsighted and online games affects their education; adding that gaming addiction is widespread and could negatively impact their growth.

Headline Developments China has likened online computer games to opium, causing shares in Tencent (700.HK) and NetEase (9999.HK) to drop 10% and 15% respectively.  The article, which appeared in state-run Economic Information Daily (before being removed), said more than half of China’s children were nearsighted and online games affects their education; adding that gaming addiction is widespread and could negatively impact their growth.

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Long position in Marvell (MRVL US) recommended with potential upside of 60-120% or more</li><li>Marvell identified as AI beneficiary with strong growth potential, expected to exceed consensus numbers in 2025 and 2026</li><li>Various growth opportunities for Marvell including custom AI chips for major customers, networking acceleration, and positive trends in non-AI end markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Long position in Marvell (MRVL US) recommended with potential upside of 60-120% or moreMarvell identified as AI beneficiary with strong growth potential, expected to exceed consensus numbers in 2025 and 2026Various growth opportunities for Marvell including custom AI chips for major customers, networking acceleration, and positive trends in non-AI end marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Marvell Technology Inc (MRVL) - Tuesday, Jul 30, 2024

<ul><li>Marvell has historically performed well in the market but is now shifting its focus to growth areas such as AI, cloud computing, and faster data networks</li><li>Despite recent cyclical weakness, the company is expected to see improved performance and strong earnings growth</li><li>Reactivating the account is a strategic move to capitalize on Marvell's promising future prospects and potential increase in stock value</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Marvell has historically performed well in the market but is now shifting its focus to growth areas such as AI, cloud computing, and faster data networksDespite recent cyclical weakness, the company is expected to see improved performance and strong earnings growthReactivating the account is a strategic move to capitalize on Marvell's promising future prospects and potential increase in stock valueThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Marvell Technology Inc (MRVL) - Thursday, Feb 22, 2024

United States

Marvell Technology, Inc. develops and produces semiconductors and related technology. The Company offers security and networking platform, secure data processing, networking, and storage solutions. Marvell Technology serves customers worldwide.

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Marvell Technology (MRVL US)

Weekly Stock Bullfinder - Week of 5/29

Debate around whether artificial intelligence represents a “tech bubble” was seemingly squashed when both NVIDIA and Marvell put robust forward...

Weekly Stock Bull Finder

Weekly Innovation Review (WIRE) #43

Headline Developments: China has likened online computer games to opium, causing shares in Tencent (700.HK) and NetEase (9999.HK) to drop 10% and...

Granite Bay Capital

Marvell Technology Inc (MRVL) - Tuesday, Jul 30, 2024

Marvell identified as AI beneficiary with strong growth potential, expected to exceed consensus numbers in 2025 and 2026

Value Investors Club (VIC)

Marvell Technology Inc (MRVL) - Thursday, Feb 22, 2024

Marvell has shifted its focus to growth areas like AI and cloud computing, positioning itself for significant upside potential despite recent...

Value Investors Club (VIC)

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