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Episode 154: Is Marvell's AI Upside A Mirage? Chip Stock Investor's Better Buy For June 2024
In a Chip Stock Investor update a month ago, we said we planned on selling our stake in Marvell Technology (MRVL). Earnings are out, and the market wasn't super happy. Marvell's data center AI potential is still showing up in the financials, though, so are we still planning on jumping ship? And if so, why do we view Broadcom (AVGO) as a better buy? Find out why we're switching gears in this strategic investing episode. Videos: https://youtu.be/b40bhVqRAZc https://youtu.be/0ST3Ak52DA4 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors…
The skinny
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