What Meet Kevin said in this video:
- AVGObullishlong-termThe host discloses exposure to both Broadcom and Marvell, endorsing buying both, and praises the Broadcom CEO's conservative copper-first approach.Source
- NVDAbullishlong-termNVIDIA's combined $4B investment in Marvell and Lumentum is a hedge: copper serves margins today, but NVIDIA wins either way if fiber prevails.Source
- LITEbullishlong-termThe host likes Lumentum and the fiber-optics theme, calling it early, and regrets not buying before the acquisition-driven pop, though he has not yet established a position.Source
- MRVLbullishlong-termThe host owns Marvell and would buy the dip, arguing the Lumentum deal creates a vertically integrated photonics behemoth despite near-term dilution.Source
- MRVLbearishshort-termMarvell lacks the balance sheet for an $83B deal, so debt and share issuance will pressure the stock in the near term.Source
- DELLbullishmid-termThe host notes in passing that Dell has done well despite a mixed business and has gotten a whole lot cheaper.Source
- GLWneutrallong-termThe host is excited about Corning's fiber opportunity but notes only half the business is booming, making its 1.39 PEG merely fair, and he does not own it.Source
- AI Capexpositive for stockslong-termThe host repeatedly argues the AI hardware boom is just getting started, recommending diversified hardware exposure, with a euphoric rally still ahead.Source