《The Stock Market Nervousness, Fed, Elon, AI Chips》
持有 MRVL 并预期其表现良好；在近期下跌后看多程度有所减弱，但仍偏正面。
Marvell 正在直线上涨。
Marll is going straight up,
我认为这不只是Dell的问题。我认为最终会波及ASIC制造领域的广泛参与者，比如Broadcom、Marll's。我在其中一些上有敞口。我最近一直非常看好其中一些，在经历了那场大跌之后就没那么看好了。
我们经历了一次不小的杀跌，但最近我又开始有点更兴奋了，因为我认为我们正处在一个不错且可行的回调之中。
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.