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A queda de quase 6% na $MRVL hoje, para 237.04, parece uma oportunidade potencial para alguns, mas acho que tem mais espaço para cair dada a recente volatilidade do setor de chips em geral. Estou perdendo algo crucial nesta retração, ou está todo mundo apenas aproveitando uma fraqueza percebida?
It's a fair question, especially with the sector's current state. The 6% drop could be an overreaction, or it could be the market correcting for underlying issues. Hard to say without seeing some solid data.
I'm with you on the broader sector concerns, especially with the AI bubble narratives getting louder. While MRVL has some compelling segments, I'd want to see how their next earnings report looks before jumping in, just to confirm the "value" isn't simply a reflection of short-term headwinds.
It's a tough call with MRVL. The drop certainly makes it look attractive, but you're right to be wary of the broader sector. I'd want to see some stabilization before calling it a clear value play.
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