The Big 3: TMUS, CRDO, MRVL
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The Schwab Network's 'Big Three' segment dives into three high-conviction stock picks amid a volatile earnings week dominated by AI-driven market dynamics. Jessica Inskip of Stockbrokers.com highlights T-Mobile as a non-AI pick for portfolio stability, citing its 2.23% dividend yield, 39% payout ratio, and strong free cash flow. The focus then shifts to AI infrastructure bottlenecks, with Credo highlighted for its ZeroFlapped technology that prevents costly AI training crashes by eliminating link flaps in GPU clusters. Marvell is positioned as a key player in the photonics shift, benefiting from the industry's move from copper to optical connectivity as AI scale-up demands grow. Despite recent sell-offs tied to OpenAI news and Marvell’s canceled Poet orders, both stocks remain central to the narrative of AI scalability. Technical analysis reveals cautious optimism: T-Mobile shows consolidation near support, Credo exhibits bullish divergence despite overbought RSI, and Marvell faces steep resistance after a rapid rally. The episode underscores that AI’s real bottleneck isn’t just compute—it’s reliability, connectivity, and infrastructure resilience.
T-Mobile offers 2.23% dividend yield with 39% payout ratio and strong free cash flow, making it a volatility-smoothing non-AI pick.
Credo’s ZeroFlapped technology prevents millisecond link flaps that crash AI training runs, directly addressing a critical scalability bottleneck.
Marvell is positioned as the 'Switzerland of connectivity' with photonics solutions enabling large-scale AI network scalability beyond copper limits.
AI infrastructure demand is outpacing supply—CapEx for top four hyperscalers is projected at $680B in 2026, up 64% YoY.
A 4% drop in Marvell’s stock was driven by canceled Poet orders, but its acquisition of Polartarian strengthens its photonics edge.
…and 3 more takeaways available in PodZeus
Introducing the Big Three
Host Richie Katt welcomes Jessica Inskip, director of investor research at Stockbrokers.com, to discuss three high-conviction stock picks amid a volatile earnings week dominated by AI narratives and macro data.
AI CapEx Surge and Market Focus
“The numbers are really massive. If you include Oracle and we're focusing on those big four hyperscaler, so Amazon, Google, Microsoft and Meta, that group is expected to spend about 680 billion in CapEx just in 2026. And that's up 64% year over year.”
T-Mobile: The Non-AI Stability Pick
T-Mobile is highlighted for its 2.23% dividend yield, 39% payout ratio, and strong free cash flow ($2.176/share). It’s the only pick not tied to AI bottlenecks, serving as a volatility buffer in a high-beta portfolio.
Credo: Solving AI Inference Bottlenecks
“A single link flap, which is a millisecond long signal disconnect that can crash an entire AI training run. So those inferences and that can cost millions of dollars in lost compute time because compute is very important.”
Marvell: The Photonics Play
“They are definitely a beneficiary of this bottleneck with compute and connectivity. They did acquire Polartarian to advance photonics in high-speed data transfer.”
“A single link flap, which is a millisecond long signal disconnect that can crash an entire AI training run. So those inferences and that can cost millions of dollars in lost compute time because compute is very important.”
“The numbers are really massive. If you include Oracle and we're focusing on those big four hyperscaler, so Amazon, Google, Microsoft and Meta, that group is expected to spend about 680 billion in CapEx just in 2026. And that's up 64% year over year.”
“they are definitely a beneficiary of this bottleneck with compute and connectivity. They did acquire Polartarian to advance photonics in high -speed data”
Host
Guest
t-mobile
organization
credo inc
organization
jessica inskip
person
marvell technology
organization
richie katt
person
openai
organization
stockbrokers.com
organization
poet
organization
jensen hong
person
gptc
other
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