#data-center
Marvell (MRVL) stock: NVIDIA's $2B bet vs a rich AI-chip price
MRVL stock forecast: Hold, Overvalued. Bull/base/bear across 6mo-5yr on a custom-AI-silicon supplier at ~81x non-GAAP earnings, 82% customer concentration, and NVIDIA's new $2B stake.
Qualcomm stock (QCOM): bull, base, bear from 6 months to 5 years
Is QCOM a buy? Deep research on Qualcomm: Apple modem exit, automotive ramp, data center pivot, and scenarios across 6mo to 5yr.
NVIDIA stock (NVDA): the toll booth of the AI build-out, and whether a $5 trillion company can still be cheap
Is NVDA a buy? Deep research on NVIDIA stock: the data-center franchise, the CUDA moat and where it leaks, and an honest bull/base/bear at a forward P/E near 21.