Jack of All Trades: SKORE 03.05.2026
Strong Buy on Marvell's $15B FY2028 raise backed by signed designs. Hold on Costco at 49x, Gap at 12x pending Athleta recovery, and Guidewire at 125x with a real moat but a punishing entry.
Strong Buy on Marvell's $15B FY2028 raise backed by signed designs. Hold on Costco at 49x, Gap at 12x pending Athleta recovery, and Guidewire at 125x with a real moat but a punishing entry.