CRDOCredo Technology Group HoldingNeutralCredo Technology Group HoldingMRVLMarvellBullishMarvell

4w ago on

$MRVL keeps giving me reasons to look beyond custom silicon. Today it introduced a new 3.2T retimer and a second-generation 1.6T AEC DSP. Both are sampling with customers. Marvell says the new AEC chip supports copper connections beyond six meters, twice the reach of its predecessor. That’s an attractive business to me. More complex racks create more problems Marvell can get paid to solve. It also means more competition for $CRDO. I own both, but I’m watching customer adoption closely.

NeutralCRDOCredo Technology Group HoldingCredo Technology Group HoldingAVGOBroadcomBroadcomMRVLMarvellMarvellVRTVertiv Holdings, LLCVertiv Holdings, LLC

4w ago on

If capital becomes harder to raise, getting more useful compute out of every dollar invested becomes even more valuable. That’s part of what interests me about $VRT. Better power management and cooling can help customers use more of the compute capacity they’ve already paid for. $AVGO, $MRVL and $CRDO fit the same broader argument through networking and connectivity.

NeutralCRDOCredo Technology Group HoldingCredo Technology Group HoldingALABAstera LabsAstera LabsANETArista NetworksArista NetworksAVGOBroadcomBroadcomLITELumentum Holdings Inc.Lumentum Holdings Inc.MRVLMarvellMarvell

10/12/2026 on

OCP Global Summit starts today. Probably one of the more interesting weeks of the year if you follow the AI connectivity side of the market. $AVGO, $ANET, $MRVL, $CRDO, $ALAB and $LITE are all showing where this is heading.