$Marvell Technology(MRVL)$ Seems like a good area to add or start a position. Market cap is almost half of what it was four weeks ago. MSFT is going to be aggressive. Maia 200 continues to scale. It delivers 30% better performance per dollar than the latest generation hardware in their fleet and is now supporting both OpenAI and MAI models. And they will be among the first cloud providers to deploy next-generation rack-scale AI infrastructure based on AMD Helios and NVIDIA Vera Rubin. All of that contains MRVL inside as well.
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