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Amazon.com Inc. (AMZN $235.22)
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Broadcom Inc. (AVGO $358.41)
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Alphabet Inc. (GOOG $251.18)
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Microsoft Corporation (MSFT $512.86)
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NVIDIA Corporation (NVDA $175.60)
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Quanta Services Inc. (PWR $380.99)
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Advanced Micro Devices Inc. (AMD $159.47)
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Marvell Technology Inc. (MRVL $67.55)
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ASML Holding N.V. (ASML $868.92)
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Nebius Group N.V. (NBIS $89.31)
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.