Apr. 12 at 4:05 PM
$MRVL and
$RMBS were my top chip picks for 2026, and nothing has changed since. Marvell's no longer the hidden gem—it’s on everyone’s radar, but still not overpriced.
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$RMBS dipped to
$79 not long ago and is now up 40%. It's gone from “cheap” to “fair value.” Same story as
$MRVL—solid, but not a steal.
$INTC? Definitely not cheap. I like
$RMBS and
$SNPS as safer plays if you're looking for Intel exposure, but don’t expect Intel’s recovery to be quick.
As for
$NVDA, I added 400 more shares when it dipped to the
$160S—great entry, but now even the "junk" stocks are priced like they’re tech giants.
Chips are cyclical, and right now, most are priced for perfection. For buy-and-hold, you need low entries. Be cautious—this sector can change fast.
