المنشور

🚨 $MRVL BEAT — BUT AI BETA IS UNDER PRESSURE. Marvell posted strong numbers: 📈 Revenue +37% YoY 🏢 Data Center +46% 🚀 FY27/FY28 outlook raised Yet $MRVL fell ~8% pre-market, with $SNDK, $MU & $WDC also down. Meanwhile, $NVDA & $AVGO held steady. 📌 The market may be rotating away from weaker AI plays while direct AI demand remains strong. #WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest