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You are at:Home»Technology»Here is why the Marvell Technology stock (MRVL) obtains a bad representative
Technology

Here is why the Marvell Technology stock (MRVL) obtains a bad representative

February 12, 2025004 Mins Read
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We recently published a list of 10 stocks ai to look in the middle of the deep impact. In this article, we will examine where Marvell Technology Inc (NASDAQ: MRVL) applies to other AI actions to look in the middle of the Deepseek impact.

The launch of Deepseek draws new lines of battle in the IA competition and many analysts think that the landscape of technological investments will no longer be the same after the Chinese breakthrough. Speaking to CNBC, the CEO of Databricks, Ali Ghodsi, said that Deepseek would result in a “distillation” where companies will create smaller and more effective models depending on the technology:

“So we will see the distillation occur on the left and right. This already happens – as, there are so many Deepseek versions that were reproduced and redone just last week while we are talking. This distillation will therefore create so much competition at the LLM or the AI ​​layer. »»

In the coming days, it would be interesting to see how the American companies of AI tackle this challenge and offer new products or pierced to maintain their domination.

Read 7 Best actions to buy in the long term And 8 cheap shares of Jim Cramer to invest

For this article, we have chosen 10 AI actions that tend to the latest news. With each stock, we have mentioned the number of investors of hedge funds. Why are we interested in the stocks in which the hedge funds stacked? The reason is simple: our research has shown that we can surpass the market by imitating the main choices of stock of the best hedge funds. The strategy of our quarterly newsletter selects 14 shares with small capitalization and large capitalization each quarter and has returned 275% since May 2014, beating its reference with 150 percentage points (See more details here).

The close-up of the silicon matrix is ​​extracted from the semiconductor slice and attached to the substrate by Pick And-Place Machine. Manufacturing of computer fleas at Fab. Semiconductor packaging process.

Number of investors of hedge funds: 70

Shana Sissel by Banríon Capital Management explained in a last program on the Schwab network why she likes Marvell Technology Inc (Nasdaq: MRVL) as a game of AI:

“Marvell, in particular, obtains a bad representative. The stock is doing very well and I looked at some of the street research and expectations for the stock. It’s really mixed – there are people who love stock or who really hate the stock. The company A, you know, a little lever effect on their assessment, but overall, it benefits from trends in industry, in particular with regard to 5G and personalized silicon for AI. It should do very well, and if you look at its data center activity, it is remarkably doing well – really done at a high level. So it’s a stock that I really like because few people pay attention to it, but it’s a game of AI. »»

Marvell Technology Inc (NASDAQ: MRVL) quickly positions itself as a leading company, its personalized silicon company representing 73% of the third quarter income, against 39% during the same period last year. Marvell has a five -year agreement with Amazon (AMZN) AWS, helping Amazon to design its trainium and Inferentia Asics, and to provide a range of optical interconnection products.

Marvell Technology Inc (NASDAQ: MRVL) is now focusing on the opportunity of the AI, as evidenced by recent restructuring charges, and progresses through the design phase of its 2 NM platform.

Carillon Eagle Mid Cap Growth Fund declared the following concerning Marvell Technology, Inc. (Nasdaq: MRVL) in his Q4 2024 Investor Letter::

“Marvell Technology, Inc. (NASDAQ: MRVL) is one of the main suppliers of semiconductor flea markets for data centers. During the last quarter, management highlighted very strong orders from customers in the space of artificial intelligence (AI) as well as design victories for future chips linked to AI. Management shared a long-term opinion for a income target that was above expectations. »»

Overall, MRVL rank 8th On our list of AI stocks to look in the middle of the Deepseek impact. While we recognize the potential of MRVL, our conviction lies in the conviction that in the context of the actions of the Radar, is more promising to provide higher yields and do it within a shorter period. If you are looking for more promising AI actions than MRVL but which is negotiated within 5 times its income, consult our report on the Stock ai the cheapest.

Read then: 20 best AI actions to buy now And Full list of 59 AI companies of less than $ 2 billion in market capitalization

Disclosure: None. This article is initially published at Initiate monkey.

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