What Happened to Marvell Technology (MRVL Stock)? Reasons For Fresh Optimism

A semiconductor engineer handing a chip to an investor.

The following is a Marvell Technology Group (MRVL) summary of several posts from Chip Stock Investor’s Semiconductor Insider over the last few weeks. Why do a review of Marvell Technology Group now? Besides being over a year since our decision to begin selling and re-allocating some of the proceeds into more Broadcom (AVGO)(see the last […]

AppLovin (APP Stock) – Why It Could Remain A Top Buy For 2025

Someone playing a mobile game on a smartphone.

In-app advertising platform and AI darling AppLovin (APP) continues its rally after tariff turbulence and short-seller reports earlier this year. Lop off the unsustainable run-up in February in the chart below, and AppLovin has actually been a decent performer so far in 2025. Can it continue? We think it could. We use Finchat.io for business-level […]

The U.S. AI Diffusion Rule Is Dead, Long Live AI Diffusion

Things are moving fast in macroeconomics land right now. But rather than play economic crisis (or rather, economic media headline) whack-a-mole, we’ll stay in our lane this week and address the so-called U.S. “AI Diffusion Rule.” For reference, here was our previous blog article/video on tariffs’ impact on semiconductors. https://chipstockinvestor.com/will-tariffs-doom-chip-stocks-and-end-the-bull-market/  What was the AI diffusion […]

Big 5 Cloud Infrastructure Revenue – “The Greatest Businesses To Ever Exist”

A picture of Earth from space surrounded by an illustration of electrical connections.

Led by Nvidia’s (NVDA) accelerated computing platform, we believe data center infrastructure is on pace to become the largest end market for semiconductor sales in 2025. This will make chip sales to data centers larger than the mighty smartphone and mobile end market – the key pillar of the bull market of the 2010s. Colloquially […]

Most Investors Should Stay Away From the “New Intel” Turnaround Story

We’re entering our year number five of calling Intel (INTC) the “IBM of the 2020s” – our reference to IBM’s struggles in the 2010s during the fast rise of the cloud. This five year span includes our first official CSI YouTube video, at the bottom of the last bear market in September 2022 where we […]

The Robotics Stock Revolution You NEED to Know About (Hint: Not Humanoid Robots)

A semiconductor wafer fab full of robotics equipment.

We’ve discussed and picked quite a few robotics stocks over the years. Our best picks, our long-term “business ownership” holdings, are of course Nvidia (NVDA) and Intuitive Surgical (ISRG).  About five years ago, we put together an internal list and wrote about it. Some of those public robotic stock “idea” lists included UiPath (PATH, no […]

TSMC + Nvidia: Bringing Unity to the Silicon Photonics Industry?

An image of a supercomputer server with photonics cables. The photonics cables with laser light.

This article is the third in a series of silicon photonics write-ups over on Semiconductor Insider. In this segment, we’re explaining (hopefully in easy-to-understand language) Nvidia (NVDA) and Taiwan Semiconductor Manufacturing’s (TSM) silicon photonics breakthrough: Co-packaged optics (CPO) in Nvidia’s AI data center switching devices. TSMC has been steadily growing its manufacturing empire into new […]