المنشور

🚨 MARVELL JUST SENT A WARNING SHOT THROUGH THE AI TRADE. This is the part of the AI rally everyone needs to watch. $MRVL crushed expectations: 📈 Revenue: +37% YoY 🏢 Data Center: +46% 🚀 FY27/FY28 outlook: Raised And yet… the stock dropped nearly 8% pre-market. 👀 That’s the real story. The AI trade may be entering a phase where “good” isn’t good enough anymore. Investors are becoming more selective about which AI names deserve premium valuations. #DailyOrbit