It's quite clear that companies like Marvel, Micron, Sky Hynix, and AABS control the communications, connections, and core memory required for AI agents, and we're just beginning to enter this era.
Ah, Marvel will continue to make steady gains. That's what I'll look for.
Okay, now I'm going to move on to the third arrow in today's video, which is Marvel. As you know, this is a business sector that has attracted a lot of attention from investors over the past few years with the development of artificial intelligence.
But, you know, it's interesting. This is another company that hasn't always been at the forefront. As you know, this company was founded in the 1990s. Throughout most of its history, it was considered a leader in the design of storage and networking chips, but it was not one of the most exciting or attractive companies.
many of these AI companies , including Broadcom and Marvell, are being drawn to, as they are poised to be among the biggest beneficiaries of the AI boom .
Meanwhile, Marvel operates in a similar category. They make some integrated circuits that are customized for specific applications. Marvell benefits most from connecting data centers, bringing all these components together to work as a large group to deliver value to customers.
