Not just NVIDIA (NVDA.US)! Barclays is Bullish on these companies leading the AI Chip Industry in 2025.
Barclays predicts that by 2025, Marvell Technology (MRVL.US) and NVIDIA (NVDA.US) will become the leaders in AI semiconductor companies.
Marvell, Nvidia Lead AI Semiconductor Picks in 2025: Barclays
Institutional Investors Have a Lot Riding on Marvell Technology, Inc. (NASDAQ:MRVL) With 86% Ownership
Insider Sale: EVP & Chief Legal Officer of $MRVL (MRVL) Sells 7,755 Shares
Marvell Technology Options Spot-On: On January 17th, 110.54K Contracts Were Traded, With 670.01K Open Interest
Weekly Buzz: Finally a Good Week for 2025
Coach Donnie : Excellent Content as usual @Kevin Travers Thanks for the shoutout
LittleSoldier : Thats just a Silly Question will Trump help the economy?? My Mom use to say ask a stupid question get a stupid answer Duh!!
HuatLady : My focus is on RSP and maintaining exposure to good-quality stocks across sectors, rather than chasing trends tied to specific events. Big tech earnings are certainly insightful for market sentiment but they won't drastically shift my approach.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
As for Trump taking office, political changes are a constant, but my strategy prioritises fundamentals and long-term resilience over reacting to headlines. Staying diversified and disciplined remains key for me.
Surelyuknow : maybe
HuatEver : I am excited about upcoming investment opportunities driven by tech earnings, particularly with the meteoric rise of AI. Leading tech stocks to watch out for include $Meta Platforms (META.US)$, $Amazon (AMZN.US)$ and $Microsoft (MSFT.US)$.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
As Trump begins his second presidential term, investors are closely monitoring potential policy changes that could impact the market. Key areas of focus include tax policies and proposed tariffs on Chinese goods and other imports, which could fuel inflation and affect corporate profitability. My investment strategy is to remain adaptable, aligning with market trends and making adjustments as needed when the time is right.
View more comments...