Group 1: Marvell Technology - Marvell Technology is a chipmaker specializing in application-specific integrated circuits (ASICs) tailored for AI workloads, reporting sales of $1.9 billion for the quarter ended May 3, reflecting a 63% year-over-year increase [3] - The company faces concentration risk, with a significant portion of its sales dependent on a few large customers, including one customer accounting for 16% and a distributor for 36% of total sales [4][5] - Marvell's stock is currently trading at a forward price-to-earnings multiple of 26, down from over 40, and is priced below $73, making it potentially attractive for long-term growth investors [6] Group 2: Super Micro Computer - Super Micro Computer has seen its stock rise over 60% this year, recovering from a tumultuous previous year where it experienced significant volatility [8] - The company reported a 19% increase in sales to $4.6 billion in the first three months of the year, although its operating income declined by 61% to $146.8 million, indicating thin margins [10] - Trading at around $50, Supermicro presents a riskier investment compared to Marvell but has significant upside potential due to its role in supporting AI-powered operations [11] Group 3: UiPath - UiPath focuses on automating tasks using AI agents, with revenue of $356.6 million for the period ended April 30, marking a modest 6% year-over-year increase [12][13] - The company anticipates sales of up to $350 million for the current quarter, representing an 11% increase from the previous year, but continues to operate at a loss with an operating loss of over $16.4 million last quarter [13] - Priced around $12 with a market cap under $7 billion, UiPath has potential for growth amid increasing AI-related spending, despite facing competitive pressures and questions about its profitability [14]