Marvell Technology

Marvell Technology, Inc. – Common

Revenue growth projections have increased to 33% in FY27 and 37% in FY28, with EPS growth outpacing top-line gains.

At 30x forward P/E and 16x FY28 EPS, valuation remains attractive.

Marvell Technology, Inc. gains a transformative growth catalyst from Nvidia’s $2B investment today, solidifying its AI connectivity market position.

Marvell’s strategic pivot from XPU to optical networking and silicon photonics, supported by key acquisitions, expands its TAM to ~$94B.

Emerson Electric Co.

Emerson Electric Company Common a new position in Emerson Electric Co. (EMR) following a buy signal at the $131.02 level. This global technology and engineering leader is currently benefiting from increased capital spending in automation and the global energy transition.

Stop Price: $122.64

Entry Price: $131.02

  • Dividend Status: Recognized as a Dividend King with over six decades of consecutive annual increases.
  • Strategic Focus: Recent acquisitions, such as National Instruments, have positioned the firm as a premier player in the industrial software and test and measurement space.

[/cb_decision]