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Q: In regard's MRVL's last question on Sept 27 you noted a sales decline. I understand they reported on December 4 and seem to have done well. Is sales growth still negative year over year and is it's forward PE ratio still with-in reason? I suppose they are a competitor of NVDA which may be a risk more than an asset even if its chips are cheaper than NVDA's. Have they invented a better chip or is there anything about them which is better than NVDA other than price? Any thoughts you have would be appreciated.
Jim
Jim
- Applied Materials Inc. (AMAT)
- Broadcom Inc. (AVGO)
- NVIDIA Corporation (NVDA)
- Marvell Technology Inc. (MRVL)
- Vertiv Holdings LLC Class A (VRT)
Q: Can you provide your latest thoughts on MRVL. It seems to be gathering speed. What say you?
- Applied Materials Inc. (AMAT)
- Broadcom Inc. (AVGO)
- Meta Platforms Inc. (META)
- Microsoft Corporation (MSFT)
- Micron Technology Inc. (MU)
- QUALCOMM Incorporated (QCOM)
- Marvell Technology Inc. (MRVL)
- Vertiv Holdings LLC Class A (VRT)
Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.
VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT
VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT
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