Marvell Technology delivered the strongest AI-networking earnings print of the cycle, yet fell 4.59% because it had run +27% into the print. The sell-the-beat pattern is confirmed: when the run-up exceeds the beat, the beat gets sold. Tonight, Dell reports with a +48% run-up in 20 days, RSI 80.1, and trading at a $65 premium above the analyst consensus mean. Same physics, but a much higher bar.Full article and all charts: https://marketdecode.ai/research/marvell-beat-everything-and-fell-dell-reports-tonight

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