MRVL MRVL broke past 300 again in pre-market trading. Marvell's rebound during this dip has been insane. This is the kind of stock to keep a close eye on—doesn't drop with the market, and when the market bounces back, it often surges even harder. Jensen Huang's callout wasn't that long ago, and on June 22, Marvell will be added to the S&P 500 index. Everywhere you look lately, it's all good news. Its core logic hasn't changed at all, and expectations remain strong. As AI clusters grow, the demand for optical interconnects will increase even faster. The bigger the pod, the more MoE and reasoning models there are. The denser the data exchange between chips, the higher the network bandwidth and optical link value per chip. So, when computing power doubles, the demand for optical interconnects might more than double. This trend is already reflected in management's guidance: Marvell's FY27 interconnect growth forecast was raised from about +30% to +50%, and now it's been raised again to over +70%. At the same time, the company also stated that FY28 interconnect growth will still outpace cloud capex growth. These consecutive upward revisions show that AI-driven optical interconnect demand is stronger than the company initially expected. It's all good news. I'm holding on for now.