CRDO is a pure-play with better AI exposure and reached $200; MRVL is too diversified with slow growth in non-AI segments.
CRDO more pure AI play; MRVL huge with only small AI exposure, slow growth
@PSInvestor Crdo is back to $200. Crdo is a bit more pure play. Mrvl is huge, only small exposure to ai. Slow growth
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +3.7% | +4.4% |
| 1 week | -8.2% | -5.3% |
| 1 month | -15.6% | -13.7% |
| 3 months | — | — |
| 6 months | — | — |