Marvell joining S&P 500 and Micron locking HBM sales through 2026 tells me AI infrastructure spend is real, not just vibes. Supply tightness extends 18+ months, so I’m riding this momentum through Micron’s prints instead of fading it.

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☕ [Task Coins Giveaway] Daily Market Talk — Marvell Joins the S&P 500

Big week kicking off. Marvell joins the S&P 500 before the bell today, the latest AI chip name to crash the index. But Warsh's first meeting as Fed Chair flipped hawkish, the dot plot now flirts with ...

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