πππWhen the chip sector rebounded on Tuesday but
$NVIDIA(NVDA)$ fell 0.72% while money chased
$Marvell Technology(MRVL)$ , it ignited a fierce debate: Has NVIDIA lost its crown or is this a breathing room pause for a legendary leader?
To believe NVIDIA is showing weakness because of a small red day is to misunderstand market mechanics.
The reality is Nvidia's next generation Rubin architecture is entering full scale production. It is priced at millions of dollars per rack. The fundamental demand for Nvidia's total integrated platform is completeiy locked in.
Why is Marvell up?
The market has realised that you can build the fastest AI brain in the world but it is entirely useless if the data center cannot transfer the data quickly enough.
Marvell is a global leader in optical interconnect & electro-optics infrastructure, showcasing the first 2nm optical technology designed to break through power constraints.
Treat this dip as a gift to buy Nvidia.
@TigerStars
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