Welcome back everyone, today on the Joseph Carlson Show I want to talk through one of my largest holdings, Alphabet, because it just had one of those days that makes long term investors sweat. The sto...
Marvell officially entered the S&P 500 before the open today, replacing Pool and Campbell's. Everyone is talking about the forced buying. I think that is the least interesting thing about it. What ind...
custom AI silicon plus interconnect demand isn't going anywhere. holding through the swings 💪
8 posts UV on MRVL today, retail still very much watching it. adding on weakness 💎🙌
MRVL dip is the gift. it joined S&P, Huang called it the next trillion name, and now I get it 9% cheaper 💎🙌
RPO around 553B, revenue seen near 19B up 20%, but OCI is the whole story. the real question isn't growth, it's whether margins survive the AI capex. that's the line I'm watching 👀