- Author bought MRVL and other semiconductor/CPO names, expecting Nvidia earnings to drive a broad rally; MRVL could reach 260 into earnings, supported by large options activity.
- QQQ’s 709 level is framed as temporary support after dark-pool activity, liquidity absorption, and a rebound from VWAP/TPO value-area support.
- The plan is to reduce semiconductor/CPO exposure Thursday and rotate into META and TSLA; these remain momentum trades vulnerable to selling the news.
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