← Back to dashboard
Share
1100%
r/valueinvesting
My Buy List Today (not SPCX)
Investor summaryBullish
The author shares their buy list featuring SITM and MRVL, highlighting their exposure to AI infrastructure and data-center growth.
Bull points
- SITM has high potential to double due to small market cap and earnings surprises.
- Precision timing chips are crucial for AI networking and data-center architecture.
- MRVL remains undervalued with data-center revenue growing rapidly.
Post body
SITM - I know this isn’t on most people’s radar but my analysis show a high potential to double in 3-6 months.
Smaller market cap means earnings surprises can create outsized moves.
Precision timing chips are increasingly important in AI networking and data-center architecture.
If AI infrastructure spending remains strong, SITM can see multiple expansion.
I’m a buyer and now’s the time.
MRVL - Still undervalued. Data-center revenue is now roughly three-quarters of company revenue and continues growing rapidly.
Discussion · top comments
No comment snapshot fetched for this post yet.