TopPicks from Kim Bolton, president and portfolio manager, Black Swan Dexteritas
Kim Bolton, president and portfolio manager at Black Swan Dexteritas, discusses his top picks: Marvell Technology, Microsoft, and Meta Platforms.Marvell together with its subsidiaries, provides data infrastructure semiconductor solutions and spans the data center core to the network edge. The company develops and scales complex system-on-a-chip architectures, integrating analog, mixed-signal, and digital signal processing functionality.
Data center infrastructure: The rise of AI has led to a surge in data generation and processing, requiring robust data center infrastructures. Marvell, with its proficiency in networking and storage solutions, can provide hardware solutions optimized for AI workflows, including high-speed data transfer and storage solutions.
Microsoft continues to demonstrate the uniqueness of its enterprise IT reach and positioning with its Azure and Server and tools footprints. We see the benefits from Microsoft’s bring your own license program as being a solid driver of enterprise agreement renewals and Azure adoption with partners noting continued strong net expansion trends with our view that this momentum will continue to build throughout the full year and beyond.
Intelligent cloud segment licenses provide a collaboration platform and code hosting service for developers; and Azure, a cloud platform.
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