如果 Anthropic 的 S-1 IPO 文件是积极的，坦率地说，这将使你对 Marvell 和 Broadcom 感到乐观。
If Anthropic's S-1 IPO documentation is positive, it will frankly make you optimistic about Marvell and Broadcom.
今天软件下跌，硬件上涨，特别呼吁 Marvel 和 AMD 反弹。
Today there is a decline in software and an increase in hardware, with a specific call for a rebound in Marvel and AMD.
我也持有 Marvel 的头寸。
I also have exposure to Marvel.
我们在今早的alpha报告中也做出了判断，今天可能是AMD和Marvell的买入机会，这两者自开盘以来都在上涨。
Uh we made a call on our alpha report as well this morning that today uh could be a buying opportunity on AMD and Marll and both of these are up uh from the bell.
英伟达，嗯，Marvell在动。AMD在动。Q在动。
Nvidia, uh, Marll's moving. AMD is moving. Q's are moving.
而且Marvell、AMD、英伟达，都相当绿。
and uh Marll, AMD, Nvidia, all pretty green.
Marvell上涨了5点。
Marll's up five.
如果Anthropic在IPO文件中看涨S1，那么那将使你坦率地看涨Marvell和博通，而且你也可以把AMD和英伟达加进去。
anthropic uh bullish S1 on on their IPO documents, then that's going to make you bullish uh frankly Marll and Broadcom and and also AMD and Nvidia, you could throw those in as well.