Guavaxf3006
10-09 11:37
$Marvell Technology(MRVL)$  

Maybe Matt Murphy should just not say anything. After the last quarterly results conference, MRVL tanks. Now after the Investor Day ra-ra speech, MRVL tanks. 

And this were even after he had positive things to say. Imagine what happens if there is a slowdown as eventually there must be one. 

Now the market is waiting for the two big elephants to IPO. Anthropic and OpenAI. 

What if like SpaceX the IPO does not deliver, or maintain super high stock prices?


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Comments

  • ChloeKeynes
    10-09 21:13
    ChloeKeynes
    Murphy talking is not the problem lol. Data center and AI demand are still doing the heavy lifting, short-term dumps don't kill that
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