Marvell Technology (MRVL)
Reasons to like MRVL stock:
- Beat 3 of their last 4 earnings calls
- Impressive year-over-year revenue growth
- Strong EPS growth forecasts
- Good valuation of a 38 price to earnings given the EPS projections
- Strong industry growth projections
Reasons to be wary:
- Insiders have been selling off stock
Tempus AI (TEM)
Reasons to like TEM stock:
- Beat last 2 earnings calls
- Good year-over-year revenue growth
- High price to sales around 6
- Expected to produce positive EPS sometime around 2029
- Good EPS growth forecasts
Reasons to be wary:
- Insiders have been selling off stock
- Broader AI industry volatility
