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$MRVL: Google’s new AI chip talks could be the quiet catalyst everyone is watching 🔥 Google is reportedly in talks with Marvell on two custom AI chips built around model serving, the part of the stack where costs and efficiency matter most. If this progresses, it signals Google leaning harder into vertical integration while giving Marvell a bigger seat in the Big Tech AI supply chain, a shift the market already started pricing in. Not financial advice. Manage your risk and protect your capital. #MRVL #Aİ #Semiconductors #Trading #Stocks ⚡ {alpha}(560x1501ec83ffef405b4331cc4f73277a40fb0c627d)
$MRVL: Google’s new AI chip talks could be the quiet catalyst everyone is watching 🔥

Google is reportedly in talks with Marvell on two custom AI chips built around model serving, the part of the stack where costs and efficiency matter most. If this progresses, it signals Google leaning harder into vertical integration while giving Marvell a bigger seat in the Big Tech AI supply chain, a shift the market already started pricing in.

Not financial advice. Manage your risk and protect your capital.
#MRVL #Aİ #Semiconductors #Trading #Stocks
$MRVL: Google’s new AI chip talks could be the quiet catalyst everyone is watching 🔥 Google is reportedly in talks with Marvell on two custom AI chips built around model serving, the part of the stack where costs and efficiency matter most. If this progresses, it signals Google leaning harder into vertical integration while giving Marvell a bigger seat in the Big Tech AI supply chain, a shift the market already started pricing in. Not financial advice. Manage your risk and protect your capital. #MRVL #Aİ #Semiconductors #Trading #Stocks ⚡ {alpha}(560x1501ec83ffef405b4331cc4f73277a40fb0c627d)
$MRVL: Google’s new AI chip talks could be the quiet catalyst everyone is watching 🔥

Google is reportedly in talks with Marvell on two custom AI chips built around model serving, the part of the stack where costs and efficiency matter most. If this progresses, it signals Google leaning harder into vertical integration while giving Marvell a bigger seat in the Big Tech AI supply chain, a shift the market already started pricing in.

Not financial advice. Manage your risk and protect your capital.
#MRVL #Aİ #Semiconductors #Trading #Stocks
$MRVLon is starting to look like a real continuation move 👀 Entry: 133.5–134.5 🔥 Target: 136.5 / 138.2 / 140.0 🚀 Stop Loss: 130.8 🛡️ That rejection from 128.4 looks less like random noise and more like a liquidity sweep that got absorbed fast. The higher lows on the lower timeframe tell a clean story: sellers are fading, bids are stepping in, and momentum is rotating back toward the upper end of the range. If price keeps reclaiming and holding, the market may start pressing into prior resistance with whale-sized intent. Not financial advice. Manage your risk and protect your capital. #Trading #Stocks #Momentum #Breakout #MRVL ⚡ {alpha}(560x1501ec83ffef405b4331cc4f73277a40fb0c627d)
$MRVLon is starting to look like a real continuation move 👀

Entry: 133.5–134.5 🔥
Target: 136.5 / 138.2 / 140.0 🚀
Stop Loss: 130.8 🛡️

That rejection from 128.4 looks less like random noise and more like a liquidity sweep that got absorbed fast. The higher lows on the lower timeframe tell a clean story: sellers are fading, bids are stepping in, and momentum is rotating back toward the upper end of the range. If price keeps reclaiming and holding, the market may start pressing into prior resistance with whale-sized intent.

Not financial advice. Manage your risk and protect your capital.

#Trading #Stocks #Momentum #Breakout #MRVL
$MRVLon is starting to look like a real continuation move 👀 Entry: 133.5–134.5 🔥 Target: 136.5 / 138.2 / 140.0 🚀 Stop Loss: 130.8 🛡️ That rejection from 128.4 looks less like random noise and more like a liquidity sweep that got absorbed fast. The higher lows on the lower timeframe tell a clean story: sellers are fading, bids are stepping in, and momentum is rotating back toward the upper end of the range. If price keeps reclaiming and holding, the market may start pressing into prior resistance with whale-sized intent. Not financial advice. Manage your risk and protect your capital. #Trading #Stocks #Momentum #Breakout #MRVL ⚡ {alpha}(560x1501ec83ffef405b4331cc4f73277a40fb0c627d)
$MRVLon is starting to look like a real continuation move 👀

Entry: 133.5–134.5 🔥
Target: 136.5 / 138.2 / 140.0 🚀
Stop Loss: 130.8 🛡️

That rejection from 128.4 looks less like random noise and more like a liquidity sweep that got absorbed fast. The higher lows on the lower timeframe tell a clean story: sellers are fading, bids are stepping in, and momentum is rotating back toward the upper end of the range. If price keeps reclaiming and holding, the market may start pressing into prior resistance with whale-sized intent.

Not financial advice. Manage your risk and protect your capital.

#Trading #Stocks #Momentum #Breakout #MRVL
Article
Google turboquant对ai后续的影响延續今天Google turboquant 里面 @xingpt 哥的這篇直擊要點 省下來的 HBM空間不會被當作成本省下來,而是會被拿去做三件事: ​更長的上下文視窗 : 以前只能讀一篇文章,現在可以一次讀一百本書 ​更大的 Batch Size: 同一張顯示卡可以同時服務更多使用者 ​端側 AI (Edge AI) 爆發: 把大模型硬塞進手機和 PC 裡 看不懂?来个Tldr小白版埋伏版 Ai2.0裡面,真正的确认的其中一个大贏家-光通 ​算力變強、處理的上下文變多,意味著節點間的 資料交換量會更恐怖,光通訊 #AVGO , #MRVL #LITE 依然是長線大贏家 ​不管模型怎麼變,$NVDA 底層代工都要靠 #TSM ​記憶體的選股策略: ​如果要買記憶體,應該專注在受惠於儲存需求(SSD/NAND)和主流 #HBM 趨勢的公司(如 #美光 #MU) ​避開那些炒作類 SRAM / 客棧化替代 HBM概念的二線廠(如 華邦電、愛普),因為 TurboQuant 證明了軟體壓縮才是解決 HBM 瓶頸的最優解,這些替代方案的實質訂單馬上被脫底褲了。 順便記得去 @WaterX_app 這裡追蹤填入waitlist 會继续努力在搜寻聚合更多美股rwa相关的优质资_ 303… https://x.com/waterx_app/status/2030308806807503279?s=61

Google turboquant对ai后续的影响

延續今天Google turboquant 里面
@xingpt 哥的這篇直擊要點
省下來的 HBM空間不會被當作成本省下來,而是會被拿去做三件事:
​更長的上下文視窗 : 以前只能讀一篇文章,現在可以一次讀一百本書
​更大的 Batch Size: 同一張顯示卡可以同時服務更多使用者
​端側 AI (Edge AI) 爆發: 把大模型硬塞進手機和 PC 裡

看不懂?来个Tldr小白版埋伏版
Ai2.0裡面,真正的确认的其中一个大贏家-光通
​算力變強、處理的上下文變多,意味著節點間的 資料交換量會更恐怖,光通訊 #AVGO , #MRVL #LITE 依然是長線大贏家
​不管模型怎麼變,$NVDA 底層代工都要靠 #TSM
​記憶體的選股策略:
​如果要買記憶體,應該專注在受惠於儲存需求(SSD/NAND)和主流 #HBM 趨勢的公司(如 #美光 #MU)
​避開那些炒作類 SRAM / 客棧化替代 HBM概念的二線廠(如 華邦電、愛普),因為 TurboQuant 證明了軟體壓縮才是解決 HBM 瓶頸的最優解,這些替代方案的實質訂單馬上被脫底褲了。
順便記得去 @WaterX_app 這裡追蹤填入waitlist
會继续努力在搜寻聚合更多美股rwa相关的优质资_ 303…
https://x.com/waterx_app/status/2030308806807503279?s=61
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