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Amazon.com Inc. (AMZN $231.18)
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Broadcom Inc. (AVGO $362.17)
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Alphabet Inc. (GOOG $249.51)
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Microsoft Corporation (MSFT $511.88)
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NVIDIA Corporation (NVDA $177.33)
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Quanta Services Inc. (PWR $384.77)
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Advanced Micro Devices Inc. (AMD $160.20)
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Marvell Technology Inc. (MRVL $67.49)
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ASML Holding N.V. (ASML $860.39)
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Nebius Group N.V. (NBIS $90.61)
Q: I have owned MRVL since the early days of the tech growth story. I felt it would be one firm that could grow their business exponentially as the tech story evolved. That has not been the case.
I would appreciate your opinion on MRVL as a future growth story, or should it fail to hold up to scrutiny, what 2 firms would fit my involvement in the story (if any). I hold NVDA, AMD, CLS, ASML, MSFT and PWR as representative of the buildout of the AI/Datacenter environment.
Thanks, as always, for your comments.
I would appreciate your opinion on MRVL as a future growth story, or should it fail to hold up to scrutiny, what 2 firms would fit my involvement in the story (if any). I hold NVDA, AMD, CLS, ASML, MSFT and PWR as representative of the buildout of the AI/Datacenter environment.
Thanks, as always, for your comments.