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Marvell to Make Nvidia GPUs Obsolete? $MRVL as an AI Stock

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Manage episode 429303112 series 3566434
Content provided by Investing in Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing in Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

When Nvidia and Broadcom fell as part of an overall AI selloff, Marvell rose in trading today. Indeed, the market is honing in on Marvell as a custom AI chipmaker, with analysts whispering that $MRVL has relationships with Microsoft, Google, and Amazon for custom AI chips. Marvell is already a leader in optical chips, which help move data between GPUs. We cover Marvell after making a quick aside to our annual stock picking acronyms.
Watch this episode as a video on our AI Investing Youtube channel at https://youtu.be/bfXGjmXuDfI
AI Stocks Discussed: Marvell ($MRVL), Nvidia ($NVDA), Broadcom ($AVGO), Snowflake ($SNOW)
You can find an entire AI investing portfolio and all our AI stock picks at investingintel.ai.

  continue reading

20 episodes

Artwork
iconShare
 
Manage episode 429303112 series 3566434
Content provided by Investing in Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing in Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

When Nvidia and Broadcom fell as part of an overall AI selloff, Marvell rose in trading today. Indeed, the market is honing in on Marvell as a custom AI chipmaker, with analysts whispering that $MRVL has relationships with Microsoft, Google, and Amazon for custom AI chips. Marvell is already a leader in optical chips, which help move data between GPUs. We cover Marvell after making a quick aside to our annual stock picking acronyms.
Watch this episode as a video on our AI Investing Youtube channel at https://youtu.be/bfXGjmXuDfI
AI Stocks Discussed: Marvell ($MRVL), Nvidia ($NVDA), Broadcom ($AVGO), Snowflake ($SNOW)
You can find an entire AI investing portfolio and all our AI stock picks at investingintel.ai.

  continue reading

20 episodes

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