Marvell popped hard mid-session after Nvidia disclosed a $2B investment + partnership around NVLink + custom AI chips.
Quick numbers:
* \~+8% today (high 90s)
* volume picking up vs usual pace
* last earnings were already strong (data center carrying growth)
Feels like this is less about today’s news and more about positioning into the whole custom AI + hyperscaler infra layer.
I’ve been tracking stuff like revenue growth + margins + capital efficiency alongside price moves, usually these runs aren’t random when the underlying numbers are already trending up.
Not jumping to conclusions yet.
Anyone here looking at:
* whether this is just headline momentum vs real accumulation?
* options flow showing anything interesting?
* how big this could actually get vs other NVDA ecosystem plays?