$Marvell Technology(MRVL)$ $MRVL is becoming one of the strongest AI infrastructure plays in the semiconductor space right now. What makes Marvell interesting is that they are not just another “AI hype” stock. They are deeply involved in custom AI chips, optical connectivity, networking, and data center infrastructure — all critical for the next wave of AI growth. Recent earnings and guidance showed:• Strong AI-related demand• Growing data center revenue• Expansion into 800G and 1.6T optical solutions• Increasing partnerships with hyperscalers and AI companies Analysts are still bullish because many believe the market is underestimating Marvell’s long-term AI opportunity, especially in custom silicon and optical networking. What also caught
$SATS(S58.SI)$ Hi Everyone, You may wish to take a look at SATS. The recent share price weakness appears overdone, in my view, as the company’s fundamentals remain intact. Since acquiring WFS on 3 April 2023, SATS has demonstrated strong execution and integration capabilities. Over the past 2–3 years, operational efficiency and synergies have continued to improve steadily. The group also resumed dividend payments in H2 FY2024, and dividends have been gradually increasing alongside improvements in revenue, margins, and profitability. Dividend progression: H2 FY2024 : 1.5 cents H2 FY2025 : 3.5 cents (+133% YoY) H1 FY2025 : 1.5 cents H1 FY2026 : 2.0 cents (+33% YoY) SATS is scheduled to release its H2 FY2026 /