Marvell Technology Q3 Preview: Expecting Strong Growth In Custom Silicon, Upgrade

Group 1 - The article reiterates a "Buy" rating on Marvell Technology, Inc. (NASDAQ: MRVL) due to their ramp-up of electro-optic and custom silicon products [1] - Amazon.com, Inc. (AMZN) has signed a significant agreement with Marvell Technology, which is expected to enhance Marvell's market position [1] Group 2 - The investment strategy focuses on fundamental, bottom-up, long-term, and quality growth-oriented investments, targeting companies in niche markets with strong growth potential [1] - The portfolio typically consists of 15-20 stocks, emphasizing diversification, risk management, macro-driven sector weights, and disciplined trading and valuations [1]