新手小白9527 OP : I was initially puzzled as to why, despite an estimated decline of nearly 10%, the trading volume remained low; it turns out the major players were reshuffling their positions.

新手小白9527 OP : Since no business has been lost, let’s return to 100.

新手小白9527 105251507 : It is merely speculation without any concrete reports that MRVL has lost orders from Amazon and Microsoft.

新手小白9527 105251507 : It is not that easy to switch teams for custom chips.

新手小白9527 : Short-term structural support (approximately 86–87).
• In terms of valuation, this range corresponds to a reasonable pullback after expectations for AI slow down.
If MRVL can return to 85–88, a position can be established.

新手小白9527 : 40 is an exaggeration.

新手小白9527 : Speculative stocks may also experience significant declines

新手小白9527 OP 骑着牛牛的奶龙 : Microsoft is only in talks; nothing is confirmed, so it doesn't constitute a real negative factor.