$Marvell Technology (MRVL.US)$
Yesterday Marvell announced that they're extending their collaboration with AWS
Marvell is a big part of “the magic behind the scenes” for cloud optimized silicon development for a lot of companies including large hyper scalers like AWS.
We keep hearing about Amazon going bigger on its custom AI chips and really its entire infrastructure (DPU, Graviton).
So, if you believe that cloud providers will be doubling down on home grown, it will be the likes ...

Software is the driving force of nearly all future consumer devices, especially EVs. Like iOS is to $Apple (AAPL.US)$ , proprietary software that allows devices to function the way they should and provide the desired experience is critical to a product's success. It cannot just be discarded or replicated by another to suit particular markets.
For instance, t...

$NVIDIA (NVDA.US)$
Best stock ever