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$Broadcom (AVGO.US)$ Both,$Marvell Technology (MRVL.US)$ Alt...

$Broadcom (AVGO.US)$ Both, $Marvell Technology (MRVL.US)$ Although the immediate earnings gambling has been successful, I believe the more noteworthy aspect is whether it will become a catalyst for the market to realize that AI semiconductor is not just limited to Nvidia.
$Micron Technology (MU.US)$ While I am looking forward to the market's reaction to the settlement, personally, I feel like it might be a good time to start preparing already.
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