Type: Contrarian Signal
Period: 2027Q1
Topic: - MCHP Microchip Technology: Book-to-bill well above one, strongest booking quarter in four years, all seven end markets growing YoY, guide +8% seq vs 4-5% seasonal. strength 4 - NVDA Nvidia: VeraRubin POs in from nearly all major customers, partner 10MW+ data centers doubled to 80+, sovereign revenue +80%, $20B CPU revenue this year. strength 4 - MRVL Marvell Technology: FY2028 revenue raised $1.5B, $3B quarter hit ahead of plan, data center growth accelerated to 55% from 50%. strength