Despite predictions of continued sluggishness, Chris Retzler, manager of the Needham Small Cap Growth Fund, is betting on certain stocks to weather an economic slowdown. He believes even if the Federal Reserve cuts interest rates, the effects won't be felt immediately and that the economy needs to slow further, with rate cuts potentially a sign of a more serious economic crisis. Retzler is optimistic about two specific companies: Marvell Technology and Badger Meter.

Retzler sees Marvell as a potential buyer of Intel's Altera programmable chip unit which Intel CEO Pat Gelsinger is reportedly considering. This could be a big win for Marvell, but what if Intel decides to keep Altera? What other growth opportunities might Marvell pursue? Retzler also likes the long-term prospects for the semiconductor industry noting that chips are essential components in almost every device, however he cautions investors about volatility.

Retzler's second pick Badger Meter is a water metering company that benefits from a cyclical update cycle for residential water meters. As these meters become outdated and need replacement Badger Meter stands to gain but what if this trend slows down? Are there alternative technologies that could disrupt the water metering market?

While Retzler's picks may offer some potential for growth, it's important to remember economic uncertainty remains. Investors should carefully consider their risk tolerance and do their due diligence before making making any investment decisions.

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