MRVL

If Anthropic's S-1 IPO documentation is positive, it will frankly make you optimistic about Marvell and Broadcom.

Today there is a decline in software and an increase in hardware, with a specific call for a rebound in Marvel and AMD.

I also have exposure to Marvel.

Ryan, it's a great opportunity to buy Marll Arm and Broadcom by dollar cost averaging and hold until the end of the year. I think you'll be rewarded big.

Marvell, this company, had good earnings forecasts. The profits were not as exciting as people had expected. Therefore, a sell-off occurred at that sell signal and the stock was declining. I said that approximately 210 is the bottom. It's around 200 types. Last week I said that 210 was the bottom because of the price of Google's guarantee. It is now 206. So it is a little less than that, but it stops the decline at level four right here at this level. Will things change from here? Yes, I think so. Marvel is still a giant. They work in the field of visual communication, which is extremely vital for building data centers. The future is very bright. So watch this stock carefully.

Um Marll, that's another one that's been on your radar. Um look, that one's been a strong performer. Uh do you see more strength to come or in that one and why? Yeah. So, it's had obviously a good year. It's up about 150% year to date, but still trading off 20%ish off it off its high. And so, there's good opportunity there because the interconnect business connecting all the things in the data center is growing at 70 to 80% a year. It's incredible type business. A lot of growth associated with that and it's a cheaper alternative to a Broadcom, which is still a better company, but from a cheaper perspective, you get a Marll that has still has a lot of innovation.