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