Navigating Semiconductor Cycles

Marvell Technology (MRVL) and Super Micro Computers (SMCI) are currently two of the hottest stocks in the semiconductor and computing industry right now. Both companies have seen their stock prices soar in recent weeks on optimism surrounding AI, and many investors are wondering if they are still a good investment. In this video, Nick and Kasey will take a closer look at Marvell Technology and Super Micro Computers. They discuss the two companies' business models, their recent financial performance, and the competitive landscape. They also discuss the factors that have contributed to the recent surge in stock price, and whether either stock will continue to grow at the same clip as they have as of late. As a bonus, they also reveal one semiconductor industry adjacent stock they'll be adding to their portfolio later this week.