#nvidia
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.
SanDisk (SNDK): 60x move, priced for perfection?
SanDisk (SNDK) ran 60x from spinoff on an AI NAND shortage and $42B in hyperscaler contracts. Bull, base, and bear across six months to five years, and why Hold.
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.