4 Reports

MRVL

Investology > Sector Atlas > Information Technology > AI Platforms & Infrastructure > MRVL
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Amazon Q4 2025: The $200B AI Infrastructure Regime and the Hidden Profit Engines Wall Street Is Mispricing

Amazon posted $213.4B in revenue and $25B in operating income, and still got punished. The market is fixated on a penny EPS miss and a jaw-dropping capex number. We think the more interesting story is buried underneath: AWS just hit an inflection point, custom silicon quietly became a $10B+ business, and a million robots are restructuring e-commerce margins in real time.
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Credo Technology (CRDO): AI Connectivity Play at Premium Valuation

Credo Technology has emerged as a leading provider of high-speed connectivity solutions for AI infrastructure, delivering explosive 274% year-over-year revenue growth driven by Active Electrical Cable (AEC) shipments to hyperscalers. However, the stock trades at a substantial premium, approximately 40-44x trailing sales, pricing in continued flawless execution amid intensifying competition and potential technology disruption.
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AMD: The Chiplet Revolution Meets AI Reality Check

AMD has pulled off one of tech's greatest comeback stories, transforming from Intel's perpetual runner-up into a legitimate AI and datacenter powerhouse. But here's the thing - after climbing from $10 to $200+ in just five years, and now sitting at fresh highs near $130, the easy money has definitely been made. With the stock up ~10% since June 12th alone, we're clearly in "prove it" territory.