$Marvell Technology(MRVL)$ OpenAI's adoption of $Alphabet(GOOGL)$ 's TPU really shows ASIC is the real MVP. When quarterly rebalancing comes, those fund managers will likely pump up $Marvell Technology(MRVL)$ positions - this small cap's been consolidating like a coiled spring. But I'm holding fire until July 3rd jobs data, reckon this runner could outpace $NVIDIA(NVDA)$ 's 4T bulk, with $Amazon.com(AMZN)$ tagging along for the ride.
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