Why did I choose $MRVL instead of $MU or $SNDK?

First, this is NOT saying MRVL is a better company. They simply have different business models.

$MU and $SNDK are more directly tied to the memory cycle. Their earnings can be heavily affected by DRAM, NAND, and HBM supply-demand dynamics.

$MRVL, on the other hand, is increasingly becoming an AI infrastructure company.

Its growth comes from:
• AI networking
• Custom ASICs
• Data center connectivity
• High-speed interconnect solutions

As AI clusters continue to scale, networking becomes just as important as compute.

Another reason is diversification.

I already own $SOXX, which gives me broad exposure to the semiconductor industry, including memory companies.

So instead of increasing my exposure to the same segment, I prefer adding a small satellite position in MRVL to complement my ETF portfolio.

I'm not trying to predict the exact bottom.

Technically, MRVL is still in a correction:
• Daily moving averages are turning down.
• OBV is still weakening.

That's why I only opened a very small position. If the valuation becomes more attractive or the trend confirms, I'll consider adding more.

Long-term investing is about asset allocation, diversification, and risk management—not chasing every hype.

#Investing #AI #Semiconductors #MRVL #SOXX $MU $MRVL $SNDK