What Moneyvest said in this video:
- Otherpositive for stockslong-termThe host views the semiconductor sector as a critical umbrella where every company is important and leverages others; he is very bullish and optimistic on the sector, with many individual players like MRVL still having massive upside.Source
- AI Capexpositive for stockslong-termThe host believes the optical interconnect market is one of the biggest opportunities, expected to grow at over 25% CAGR through 2030, and is where MRVL maximizes its opportunity.Source
- AVGObullishlong-termThe host is very bullish on Broadcom (AVGO), having called it the next trillion-dollar stock two years ago; it has since reached $1.7T and is one of two primary outsourced custom ASIC and optical DSP design partners globally.Source
- MRVLbullishlong-termThe host strongly agrees with Nvidia CEO Jensen Huang that Marvell (MRVL) could become the next $1T market cap company (4-5x upside) due to its critical leverage in optical interconnects, custom ASICs, and silicon photonics for AI data centers. However, at $265 it is priced for perfection versus his conservative fair value of $221; he would start a position / sell puts in the $200-$162 accumulation zone, with support at 249 and 162 and resistance at 325-326.Source