Market Decode Research

Marvell Technology delivered the strongest AI-networking earnings print of the cycle, yet fell 4.59% because it had run +27% into the print. The sell-the-beat pattern is confirmed: when the run-up exceeds the beat, the beat gets sold. Tonight, Dell reports with a +48% run-up in 20 days, RSI 80.1, and trading at a $65 premium above the analyst consensus mean. Same physics, but a much higher bar. Fu...

Marvell prints tonight at four forty-five Eastern. The stock is at two hundred eight dollars. The Wall Street mean price target is one hundred seventy-four. By tomorrow morning, one tape is right. Full article and all charts: https://marketdecode.ai/research/marvell-print-night-pt-stock-insider-gap — MarketDecode is informational and educational only — not investment advice.

Memory ran forty-three percent in twenty days. Servers ran thirty-seven. Networking, twenty-four. So why did the cooling layer sit flat? Because the cooling layer is not one trade. It is four. Full article and all charts: https://marketdecode.ai/research/the-ai-cooling-trade-vertiv-eaton-trane-carrier — MarketDecode is informational and educational only — not investment advice.