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Would be curious of your thoughts on the departure of CEO Jim Anderson from Lattice. And then just generally, what happens to chip companies when there is exec level transition?
Great video. I’m sticking with Marvell, but I respect the decision-making process. The DC revenue, bottom of the cycle, and plans to double their market share just make it too much for me to walk away from right now.
@jesseself1562 @Matthewbyrd86 hope you are rewarded very handsomely for holding, there is a lot to like coming down the pike. If we didn't already have AVGO at a low cost basis for over 6 years, or decision might be very different. We'll keep close watch on MRVL.
@@chipstockinvestor and if I known Marvell’s downtown would last this long, I would have left a few quarters ago. 😂 But it’s a different calculation today.
@@chipstockinvestorFollowing up? Any change in the plan to reverse DCA since Marvell’s latest earnings? Also, I hope you have new Marvell video cooking. 😊 You guys are really the only semi folk whose analysis I value on here.
@@jesseself1562 thanks Jesse, we didn't see any reason to reverse our prior decision to exit MRVL. We may do another video, but we'd like to see AVGO earnings first.
My avg share cost is $30 and up nicely. They've low balled revenues from auto and were off big time just like what they expected to make in AI related revenues.
Another insightful production. For some reason I have never been a fan of MRVL. Hey I think you will be happy without BROS. I live in Phoenix area where they have been super popular since before the IPO. Even in sketchy locations BROS is always busy. But more and more independent coffee shops and other shops which may not be public companies are saturating the area. Great for the consumer but bad for the business. I think BROS reported declining same store sales and Starbucks is even feeling this I believe. I think it is good opportunity for a short term trade though. Can you revisit Skywater and maybe AEHR ?
Supermicro Introduces Rack Scale Plug-and-Play Liquid-Cooled AI SuperClusters for NVIDIA Blackwell and NVIDIA HGX H100/H200 - Radical Innovations in the AI Era to Make Liquid-Cooling Free with a Bonus Can SMCI beat DELL HPE ORCL ?
