Pay special attention to MRVL and MSFT catalysts MRVL urgently needs a new catalyst to break through the recent call wall — short-term target $280. On October 6th, starting at 9:00 AM ET, CEO Matt Murphy and the management team will directly discuss the company’s strategy, growth opportunities, and MRVL’s position in next-gen AI/Data Center Infrastructure. ————— MSFT’s Windows/Surface event is still super important. On October 7th, Microsoft will host a Windows/Surface-related event. Based on the disclosed info, it points to Local AI + the next phase of the PC ecosystem, involving NVIDIA CEO Jensen Huang, as well as RTX Spark / Surface / AI PC. This aligns with a relatively less crowded chain compared to data center AI: MSFT → Windows AI → Local AI → AI PC → NVDA / QCOM / ARM If new hardware forms or Windows-side AI Agent capabilities emerge, it could reignite the AI PC narrative. Maybe this could be a short-term $550-$580 catalyst.