“This Chart Signals the END of the AI Stock Bubble.”
Speaker holds MRVL; anticipates a rebound driven by hardware sector strength and potential optimism from Anthropic's S-1 IPO documentation.
If Anthropic's S-1 IPO documentation is positive, it will frankly make you optimistic about Marvell and Broadcom.
Today there is a decline in software and an increase in hardware, with a specific call for a rebound in Marvel and AMD.
I also have exposure to Marvel.