Marvell Technology Inc: 1 director

A director at Marvell Technology Inc sold 17,854 shares at 106.265USD and the significance rating of the trade was 82/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...

The Tech Infrastructure Quarterly Bible 4Q25

​​​​We publish today our comprehensive quarterly bible: 243 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:

Wedbush Morning Call - Mar 27 2026 6:58AM

RSA 2026 Key Takeaways

Company Specific Key Takeaways:CRWD: CrowdStrike was the defining presence at RSA 2026 and our conversations reinforced our view that CRWD is the gold standard of cybersecurity in the AI era. Next-gen SIEM is well-positioned competitively given first-party Falcon data, no ingest costs, identity/pri

Grasping the AI Infra Buildout & GTC takeaways

Wedbush Morning Call - Mar 25 2026 6:35AM

Takeaways from RSA Conf; AI Will Be a Boom For Cyber Industry....NOT I...

CRWD - Valens Credit Report - 2025 12 23

Credit markets are slightly overstating CRWD's credit risk with a YTW of 4.459% relative to an Intrinsic YTW of 3.968% and an Intrinsic CDS of 25bps. Meanwhile, Moody's is overstating CRWD's fundamental credit risk with its Baa3 credit rating two notches below Valens' IG4+ (Baa1) credit rating. Incentives Dictate Behavior™ analysis highlights mostly negative signals for credit holders. That said, as a positive, most members of management are material owners of CRWD equity relative to their annu...

Bible 4Q25 - Hyperscale & Cloud: continued capex revisions; visibility...

Today, we are publishing the Hyperscale & Cloud section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. AI is increasing capital intensity and productivity. Public cloud growth is approaching 35% YoY, constrained by capacity addition. Similar comments at every step of the supply chain: compute, m...

Grasping the AI Infra buildout (XI): Can cloud revenues triple in 4 ye...

The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today we look at how rising AI infrastructure capex translates into sustained cloud revenues growth, and who will consume how much cloud services by the end of the decade.

Grasping the AI Infra buildout (X): “Internal AI” returns? lower than ...

The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today, we look at what returns hyperscalers generate on AI investments today and how these could improve over time once the "tail effect" kicks in.

Bible 4Q25 - Telecom Infrastructure: No capex growth in sight. Mobile ...

Today, we are publishing the Telecom Infrastructure section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Telecom capex was flat year-on-year in 4Q25 and operator guidance implies this trend will continue in 2026. The outlook for equipment vendors is in line with our expectations: mobile stable,...

Grasping the AI infra buildout (IX): How does the “tail effect” boost ...

The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today, we look at how the "tail effect" boosts ROIC for AI infrastructure and traditional compute deployments.

Grasping the AI Infra buildout (VIII): “Tail effect” materially boost ...

The AI buildout is accelerating in 2026, and we see it is getting difficult to track what is being deployed, by whom, for what usage, with what financing, and on what underlying business model. As GTC approaches, we address all these questions in a series of one-sliders. Today, we look at what we call the tail effect: How ROIC underestimates the actual return on AI infrastructure over the full useful life of chips.