“The Stock Market Nervousness, Fed, Elon, AI Chips”
Speaker holds MRVL and expects it to perform well; bullishness reduced but still positive after recent decline.
Marll is going straight up,
I don't think it's just Dell. I think it ends up being your broad participants in ASIC manufacturing, your Broadcom, your Marll's. I've got exposure to some of these. I've been very bullish on some of these lately, less so after the suckening.
We got a good suckening, but lately I've been getting a little bit more excited because I think we're in a nice viable dip here.