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Which podcasts are discussing MRVL?
27 ATTRIBUTED IDEAS · 25 EPISODES · 12 SHOWS
The shows
The Pomp Podcast
CNBC Fast Money
Real Vision Daily Briefing
Animal Spirits
Bankless
Excess Returns
Marketplace
Monetary Matters with Jack Farley
Motley Fool Money
Prof G Markets
The Twenty Minute VC
Thoughtful Money
Where the discussion went deepest
8 AUG4D AGOTHE POMP PODCAST · 25:00
AI stock lows are in, new highs ahead
“The guest argued the recent violent sell-off in AI names marked a bottom, and he expects many to reach new all-time highs by year-end, driven by strong earnings fundamentals.”
Bitcoin Is About to Explode — The Fed Just Ran Out of Tools
Core thesis · 5/5Verify in source →
26 MAY26 MAYCNBC FAST MONEY · 05:00
Memory stocks re-rated as secular, not cyclical
“The bull case argued for memory chipmakers like Micron is that AI demand has created a structural, long-term shift, justifying a re-rating away from traditional cyclical commodity valuations.”
Micron’s Massive Move To New Heights… And Opportunity Despite Record Highs 5/26/26
Core thesis · 5/5Verify in source →
27 APR27 APRBANKLESS · 16:30
Invest in AI infrastructure scarcity
“The investment thesis presented is to own companies related to the scarce infrastructure needed for the 'agentic' AI world - power, memory, chips, and minerals - while avoiding companies building on abundant code.”
Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats · with Bitcoin
Core thesis · 5/5Verify in source →
29 JUL2W AGOANIMAL SPIRITS · 02:18
Semis sell off while software rebounds
“The market experienced a massive single-day rotation out of extended semiconductor and AI infrastructure names into software stocks, signaling internal market rebalancing rather than a broad-based crash.”
45 Million Rich Households (EP. 475)
In depth · 4/5Verify in source →
18 JUL4W AGOTHE POMP PODCAST · 02:52
AI hardware sector faces mid-cycle growth deceleration
“The AI semiconductor and hardware trade is undergoing a mid-cycle slowdown as extreme year-over-year earnings acceleration normalizes into single-to-double-digit growth.”
Bitcoin's Next Move Depends On One Fed Decision
In depth · 4/5Verify in source →
6 JUL6 JULANIMAL SPIRITS · 02:22
AI trade expands into memory and infrastructure
“The AI market rally is broadening beyond primary GPU makers into memory chips, storage, and underlying infrastructure components.”
Talk Your Book: How SpaceX Got Into the Nasdaq 100
In depth · 4/5Verify in source →
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