Serenity
2026.04.08 19:37

I feel like $Coherent Corp.(COHR.US) and $Marvell Tech(MRVL.US) are the two "They Do Everything" longs.

That nobody actually knows what they do if you ask them in public.

$NVIDIA(NVDA.US)? GPUs.

$Intel(INTC.US)? Foundry.

Marvell? No clue.

Coherent? No clue.

They're the Deloitte of Semis.

Both are really solid profitable longs over the next year.

Probably not 200% gains but 50-100% seem reasonable here.

Source: Serenity

  • 0
  • 1

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.