Dear Diary, April 2025. Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24. Why do I persist in pretending I understand AI stocks? Perhaps it’s the siren call of exponential growth, or maybe it’s just my therapist’s advice to “invest in things that terrify you.” Either way, here are two AI plays that might actually be worth the existential dread. (And yes, I’ve finally learned to read the 10-Ks. Progress!)
1. Amazon: The AI Shopaholic
Amazon (AMZN) isn’t just selling you books anymore—it’s selling you algorithms. While its online stores and third-party sellers still dominate revenue, the real magic happens in AWS, where AI is the glitter glue holding the whole shebang together. Management’s $100 billion CAPEX splurge in 2025? Less a budget line and more a love letter to silicon.
From personalizing your “Recommended for You” section (shudder) to predicting demand for that inflatable flamingo you’ll never buy, Amazon’s AI is like a hyper-competent ex who handles everything. Even its fulfillment centers have robots doing the picking, packing, and sorting—because apparently, humans are too error-prone to stuff socks into boxes.
AWS, that cash-cow subsidiary, isn’t just cloud storage for your vacation photos. It’s the backbone of AI infrastructure, with custom chips (Trainium and Inferentia) that make traditional GPUs look like 2001 tech. And with Q1 2025 net sales hitting $155.7 billion (AWS alone at $29.3 billion), it’s clear Amazon’s AI bets aren’t just flashy—they’re profitable. Tariffs may give e-commerce the sweats, but AWS remains the life raft we all need.
2. Marvell Technology: The Chip Whisperer
Marvell Technology (MRVL) is the unsung hero of AI’s rise—a fabless semiconductor company that’s basically the J.A. Baker of data centers. Its Ethernet and custom silicon solutions are the reason your Alexa can tell you the weather, and its data center revenue? Up 76% YoY to $1.5 billion in Q1 FY2026. That’s not growth; that’s a bull market in silicon.
With clients like AWS, Azure, and Google Cloud, Marvell isn’t just riding the AI wave—it’s building the surfboard. Its custom chips for AI workloads are the equivalent of hiring a personal trainer for your data. And let’s not forget the new Rebellions Inc. partnership—because nothing says “long-term buy-and-hold” like a multiyear deal with a Korean AI semicon firm.
Marvell’s Q1 net income? A tidy $178 million (vs. a $216 million loss last year). Cash flow? $332.9 million. Translation: This isn’t a speculative bet—it’s a well-oiled machine. And if you’re the type who thinks “AI infrastructure” sounds like a tax code, Marvell’s your bridge to the future. Just don’t ask me how to pronounce its CEO’s name.
Investing in AI isn’t about buying a Tesla and hoping for the best—it’s about finding the companies that make the magic happen. Amazon and Marvell aren’t just hype; they’re the scaffolding. Now if only I could stop panicking every time the S&P dips. 🚀
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2025-08-02 14:32