L0 Event Field BUILT
Raw signal layer. Every event becomes a point in a 1,536-dimensional semantic space at the timestamp of its occurrence, with actors linked, source, relevance, and a data-quality flag.
adds Captures every news, filing, transcript, and social post naming MRVL, point-in-time, ready for upstream clustering.
today 880 events naming MRVL in the 131-day window where every layer has coverage (1,824 in the full L0 corpus). Sources: NewsAPI, Finnhub news + transcripts, Reddit, X-amplification, SEC filings.
events per day naming MRVL 880 total · peak 58 on 12-03
Peak day sample: “Marvell Technology, Inc. 2026 Q3 - Results - Earnings Call Presentation”
Some gaps 14 of 131 days in this window had zero events for MRVL — longest gap 4 consecutive days. Some of this is real news quietness; some reflects pipeline gaps in Dec 2025 / Jan 2026 / early Feb 2026 (post-holiday weeks where fetch_today.py ran in degraded mode). A targeted gap backfill ran on 2026-05-18 to repair this; daily health checks were added downstream to prevent recurrence.
L1 Narrative Field BUILT / SHADOW VALIDATED
Events embed into a shared semantic space and cluster into coherent storms. Each storm has a stable ID that persists across days through F-002 lineage matching.
adds Places MRVL inside a named narrative each day — and tracks when its center of mass shifts to a different one.
today Primary cluster: “week / investors / about” . Density (7d): 0.266 (momentum +0.007 , novelty 0.20 ). Cluster labels are auto-generated from the full event neighborhood — actor membership reflects shared AI-sector coverage, not exclusive company-specific coverage.
MRVL’s primary cluster over time 88 distinct clusters · 111 transitions
Colored band = primary cluster label. Line = semantic_density_7d. Cluster transitions are where the actor’s narrative center of mass shifted.
2026-01-02
Marvell Technology's AI Growth Potential
16d in this narrative
2026-02-10
AI investment strategies and market outlook
9d in this narrative
2026-03-19
Microsoft's AI Strategy and Market Position
7d in this narrative
2026-04-27
Broadcom's AI chip partnerships surge
5d in this narrative
L2 Expectation Field BUILT V1
Forward views per actor, embedded into the same semantic space and attached to their nearest L1 storm.
adds Turns MRVL's narrative position into a directional thesis with conviction — a daily forward expectation.
today Latest: bullish continuation at conviction 0.70 . “MRVL's recent shift to an 'EARLY' state with a positive trajectory suggests that its AI networking revenue acceleration is starting to be reflected in the stock price. The price is following the narrative with a positive relative return of 4.2% over the broad market. This contras”
MRVL’s daily expectation 129 days · direction = bar color · conviction = bar height
2025-11-25 · bullish_continuation · conv 0.70 — With early signs of price following the positive narrative around accelerating AI networking revenue, MRVL is positioned for continued upward movement in the near term. However, caution is warranted given the broader sector divergence patterns. 2025-11-26 · bullish_continuation · conv 0.75 — With a confirmed state and accelerating AI networking revenue, MRVL is positioned for continued upward price movement in the near term. However, caution is warranted due to sector-wide divergence patterns. 2025-11-28 · bullish_continuation · conv 0.75 — With confirmed structural support and positive relative performance, MRVL is likely to continue benefiting from the growing demand in AI networking. The narrative remains strong as revenue accelerates, suggesting an upward trajectory in the near term. 2025-12-01 · bullish_continuation · conv 0.75 — With confirmed positive narrative momentum in AI networking revenue and a solid relative performance, MRVL is positioned for continued strength in the near term despite minor fluctuations in narrative dislocation. 2025-12-02 · bullish_continuation · conv 0.80 — The strong narrative around accelerating AI networking revenue supports a continued positive trajectory in the near term, with price confirming the bullish sentiment. Expect further gains as market confidence builds. 2025-12-03 · bullish_continuation · conv 0.75 — Given the confirmed state and strong relative performance, MRVL is positioned for continued upside in the next 1-2 months, driven by accelerating AI networking revenue. 2025-12-04 · bullish_continuation · conv 0.75 — With AI networking revenue accelerating, MRVL is positioned for continued growth. Despite some recent fluctuations in narrative dislocation, the overall trajectory appears bullish in the near term. 2025-12-05 · bullish_continuation · conv 0.75 — Given the confirmed state and accelerating AI networking revenue narrative, MRVL is positioned for continued growth in the near term. The recent relative return indicates strong market performance compared to benchmarks. 2025-12-08 · inflection_pending · conv 0.65 — The next 1-2 months may see MRVL's price stabilize as it navigates the repricing phase, with potential for upward movement if AI networking revenue continues to gain traction. 2025-12-09 · bearish_continuation · conv 0.70 — Over the next 1-2 months, MRVL is likely to experience continued repricing as the market reassesses its valuation against the backdrop of AI networking revenue growth. Despite positive narrative momentum, the recent underperformance relative to the benchmark suggests caution. 2025-12-10 · bearish_continuation · conv 0.65 — Given the strong narrative around accelerating AI networking revenue, the current divergence indicates that the market is not fully pricing in this positive story. Expect continued pressure on the stock price as the narrative struggles to gain traction. 2025-12-11 · bearish_continuation · conv 0.70 — Despite strong narrative support around AI networking revenue, MRVL continues to experience a divergence with negative price performance. The trajectory suggests a challenging environment in the near term. 2025-12-12 · bearish_continuation · conv 0.75 — Despite a strong narrative around accelerating AI networking revenue, MRVL's price has consistently lagged, indicating persistent divergence. Expect continued challenges in translating positive sentiment into price appreciation over the next couple of months. 2025-12-15 · bearish_continuation · conv 0.70 — Despite a strong narrative around AI networking revenue, MRVL's price continues to lag, reflecting a divergence from market expectations. The structural picture suggests a challenging outlook in the near term as the story remains unrecognized by the market. 2025-12-16 · bearish_continuation · conv 0.70 — Given the current repricing state and persistent divergence from narrative expectations, MRVL is likely to continue experiencing downward pressure in the near term. The overall sector context suggests a broader struggle for recognition despite strong narratives. 2025-12-17 · bearish_continuation · conv 0.75 — Given the persistent divergence despite a strong narrative around AI networking, MRVL is likely to continue facing downward pressure in the near term. The failure to translate positive narratives into price appreciation suggests a challenging environment ahead. 2025-12-18 · bearish_continuation · conv 0.70 — The near-term outlook indicates continued repricing pressure as the narrative of accelerating AI networking revenue fails to translate into price gains. Expect persistence of divergence as seen in peers. 2025-12-19 · bearish_continuation · conv 0.70 — The next 1-2 months may see continued repricing as the narrative momentum slows, indicating potential headwinds for MRVL amidst a lagging price performance relative to its narrative. Investors should remain cautious. 2025-12-22 · bearish_continuation · conv 0.65 — In the next 1-2 months, MRVL may continue to face downward pressure as the pricing fails to align with the positive narrative of accelerating AI networking revenue. The narrative dislocation score suggests a significant disconnect that could hinder upward momentum. 2025-12-23 · bullish_continuation · conv 0.70 — The current early state and positive narrative suggest a continuation of upward momentum in the next couple of months, driven by accelerating AI networking revenue. Potential price appreciation is likely as the market begins to align with the narrative. 2025-12-24 · bullish_continuation · conv 0.75 — With accelerating AI networking revenue and a favorable narrative, MRVL is positioned for continued upward momentum in the coming months. The current early state indicates potential for price appreciation as market sentiment aligns with the improving fundamentals. 2025-12-26 · inflection_pending · conv 0.65 — The recent repricing suggests caution as the stock grapples with a lagging narrative despite accelerating AI networking revenue. Expect potential stabilization or modest recovery in the coming months as market sentiment adjusts. 2025-12-29 · bullish_continuation · conv 0.70 — Expect continued upward momentum over the next 1-2 months as AI networking revenue accelerates, with potential for further repricing as market narratives align with performance. 2025-12-30 · bullish_continuation · conv 0.75 — With accelerating AI networking revenue, MRVL is poised for a bullish continuation as the price begins to align with the positive narrative. The early state suggests potential for further upward momentum in the coming months. 2025-12-31 · bearish_continuation · conv 0.65 — The recent repricing suggests continued pressure despite positive narrative on AI networking revenue. Expect further volatility as the market aligns with the narrative. 2026-01-02 · bearish_continuation · conv 0.70 — In the next 1-2 months, MRVL may experience continued pressure as the narrative around AI networking revenue decelerates. Recent divergence and negative NDS suggest a cautious outlook despite some positive relative performance. 2026-01-05 · bullish_continuation · conv 0.80 — The confirmed state and strong narrative support indicate a continued upward trajectory in the near term, driven by accelerating AI networking revenue. Price performance is likely to remain robust. 2026-01-06 · bullish_continuation · conv 0.70 — As MRVL shows early signs of momentum with accelerating AI networking revenue, a bullish continuation is expected in the coming months, supported by a positive narrative and relative returns. However, the recent trajectory indicates some volatility that may lead to fluctuations. 2026-01-07 · mixed_rotational · conv 0.65 — In the next 1-2 months, MRVL is expected to experience continued repricing as the AI networking narrative persists, though relative price performance may remain under pressure. The divergence with sector peers may create a mixed outlook. 2026-01-08 · bearish_continuation · conv 0.65 — The current repricing state suggests continued downward pressure on MRVL's stock, despite the narrative of accelerating AI networking revenue. The relative performance indicates a struggle to align price with the narrative, likely leading to further challenges in the near term. 2026-01-09 · bearish_continuation · conv 0.70 — In the next 1-2 months, MRVL is likely to continue facing downward pressure as the positive narrative around AI networking revenue fails to translate into price appreciation. The divergence suggests a persistent disconnect between narrative and market performance. 2026-01-12 · bearish_continuation · conv 0.70 — Despite the accelerating AI networking revenue narrative, MRVL's price continues to diverge negatively from this story. Expect continued pressure in the near term as the market fails to recognize the narrative's potential. 2026-01-13 · bearish_continuation · conv 0.70 — Despite the accelerating AI networking revenue narrative, MRVL's price remains under pressure, indicating a likely continuation of the bearish trend over the next 1-2 months. 2026-01-14 · bearish_continuation · conv 0.65 — In the next 1-2 months, MRVL is likely to continue experiencing repricing pressure as the market adjusts to its narrative of accelerating AI networking revenue. The divergence with pricing trends suggests potential further declines. 2026-01-15 · mixed_rotational · conv 0.65 — The current repricing state suggests a cautious approach, with potential for further volatility in the coming weeks. The narrative of accelerating AI networking revenue may not yet be fully reflected in the stock price, indicating mixed sentiment ahead. 2026-01-16 · mixed_rotational · conv 0.65 — MRVL's trajectory indicates a period of repricing, with narrative momentum from AI networking revenue. However, the relative return is lagging, suggesting potential volatility ahead. 2026-01-20 · bearish_continuation · conv 0.65 — The next 1-2 months may see continued repricing pressure as the narrative of AI networking revenue accelerates, but the current stock performance is lagging behind. The divergence with peers suggests cautious sentiment. 2026-01-21 · bearish_continuation · conv 0.70 — The current repricing state and a narrative that is lagging behind suggest continued downward pressure on MRVL's price in the near term. Expect challenges in aligning the positive AI networking narrative with price performance. 2026-01-22 · bullish_continuation · conv 0.70 — With a positive narrative around AI networking revenue accelerating, MRVL appears set for a bullish continuation. The early state suggests an upward trajectory in price as it starts to follow the improving narrative. 2026-01-23 · bearish_continuation · conv 0.70 — Despite the narrative of accelerating AI networking revenue, MRVL's price is currently under repricing pressure with a significant lag against the positive narrative. The next couple of months may see continued challenges as the market struggles to align with the narrative. 2026-01-26 · bearish_continuation · conv 0.70 — Given the current repricing state and the ongoing divergence in narrative and price, MRVL is likely to continue facing headwinds in the near term. Despite the positive narrative around AI networking, the price is lagging significantly. 2026-01-27 · bearish_continuation · conv 0.70 — The structural picture indicates continued repricing as the positive narrative around AI networking revenue fails to translate into price movement. Expect further challenges in the coming months as the divergence persists. 2026-01-28 · bullish_continuation · conv 0.75 — Given the current narrative of accelerating AI networking revenue, MRVL is expected to continue its repricing phase, potentially aligning its price more closely with positive narrative developments over the next couple of months. 2026-01-29 · bearish_continuation · conv 0.65 — In the next 1-2 months, MRVL is likely to continue facing downward pressure as the narrative around AI networking revenue accelerates but fails to translate into price movement. The divergence in the sector suggests a cautious approach. 2026-01-30 · bearish_continuation · conv 0.70 — Given the current repricing state and ongoing divergence from narrative, MRVL is likely to continue facing pressure in the near term. The narrative around AI networking revenue is not translating into price performance, suggesting further downside risks. 2026-02-02 · bearish_continuation · conv 0.70 — Given the current repricing state and lagging narrative, MRVL is likely to face continued pressure in the near term. The narrative of accelerating AI networking revenue is not translating into positive price action, indicating potential bearish continuation. 2026-02-03 · bearish_continuation · conv 0.65 — Despite accelerating AI networking revenue, MRVL's narrative is not translating into price appreciation, indicating continued bearish pressure in the near term. The divergence state signals potential for further repricing challenges ahead. 2026-02-04 · bearish_continuation · conv 0.70 — Despite strong narrative around AI networking revenue, MRVL's price continues to lag significantly behind. The divergence indicates persistent downward pressure, suggesting further challenges ahead in the next couple of months. 2026-02-05 · bearish_continuation · conv 0.70 — Given the ongoing divergence and macro state, MRVL is likely to continue facing downward pressure in the near term. The positive narrative around AI networking revenue is not translating into price support. 2026-02-06 · bearish_continuation · conv 0.75 — In the next 1-2 months, MRVL is likely to face continued price pressure as the narrative of AI networking revenue fails to translate into market performance. The divergence with peer narratives indicates a challenging environment ahead. 2026-02-09 · mixed_rotational · conv 0.65 — The next 1-2 months may see MRVL's price stabilize as the confirmed narrative of accelerating AI networking revenue competes with broader sector divergence patterns. Expect potential volatility as market dynamics play out. 2026-02-10 · bearish_continuation · conv 0.70 — The trajectory indicates continued price-led pressure with a negative narrative dislocation score, suggesting a challenging environment in the short term. Despite the accelerating AI networking revenue, the current pricing dynamics are not reflecting this positively. 2026-02-11 · inflection_pending · conv 0.65 — The current structural state indicates a price-led environment with a narrative indicating AI networking revenue acceleration. However, the negative narrative dislocation score suggests potential volatility ahead. Expect some stabilization as the market reassesses the narrative. 2026-02-12 · inflection_pending · conv 0.65 — In the next 1-2 months, MRVL's price may stabilize as the narrative around AI networking revenue accelerates but faces downward pressure from recent dislocation. The market's focus on price could shift as clarity emerges. 2026-02-13 · inflection_pending · conv 0.65 — The next 1-2 months may see MRVL's price stabilize as it navigates through the current repricing phase, with potential for upward movement if narrative support strengthens. However, the recent divergence suggests caution is warranted. 2026-02-17 · bearish_continuation · conv 0.65 — The near-term outlook suggests continued repricing pressure as the narrative around AI networking revenue accelerates but struggles to translate into price appreciation. The divergence in relative performance indicates potential ongoing challenges. 2026-02-18 · mixed_rotational · conv 0.40 — The outlook appears uncertain as MRVL's narrative of accelerating AI networking revenue is not translating into upward price movement. The recent divergence in the market suggests potential instability in the coming months. 2026-02-19 · inflection_pending · conv 0.40 — The 1-2 month outlook is uncertain as MRVL's narrative strength is weak, with a negative narrative dislocation score and declining relative performance. A potential inflection point may arise if AI networking revenue can regain traction. 2026-02-20 · inflection_pending · conv 0.40 — The next 1-2 months may see volatility as the narrative around AI networking revenue accelerates, but current structural indicators suggest a lack of clarity. Watch for potential shifts in sentiment. 2026-02-23 · mixed_rotational · conv 0.40 — The outlook for MRVL remains unclear, with recent narrative support failing to translate into price momentum. Continued divergence from sector peers suggests the potential for volatility in the coming months. 2026-02-24 · inflection_pending · conv 0.40 — The next 1-2 months may see continued volatility with a potential for recovery if narrative support strengthens. However, the current unclear state suggests caution in making aggressive positions. 2026-02-25 · inflection_pending · conv 0.40 — The next 1-2 months may see continued volatility as MRVL's unclear state suggests a lack of decisive momentum. However, the narrative around AI networking revenue could drive future interest if clarity improves. 2026-02-26 · inflection_pending · conv 0.40 — The next 1-2 months may see continued volatility as the narrative around AI networking revenue accelerates but lacks clear follow-through. Investors should watch for signs of stabilization or further deterioration in market sentiment. 2026-02-27 · mixed_rotational · conv 0.65 — MRVL's current price-led state indicates potential volatility ahead as AI networking revenue accelerates, but the narrative pressure suggests caution. The stock may oscillate as it seeks alignment with the narrative. 2026-03-02 · mixed_rotational · conv 0.40 — In the near term, MRVL's trajectory appears uncertain, with macro pressures weighing on sentiment. The current acceleration in AI networking revenue may not be enough to counteract the negative narrative dislocation. 2026-03-03 · bearish_continuation · conv 0.65 — The next 1-2 months are likely to see continued repricing as the positive narrative around AI networking fails to translate into price movement. The divergence with peers indicates a challenging environment. 2026-03-04 · bearish_continuation · conv 0.65 — In the next 1-2 months, MRVL is likely to continue facing headwinds as narrative strength does not translate into price performance. The current repricing state suggests further consolidation or potential declines. 2026-03-05 · bearish_continuation · conv 0.65 — The next 1-2 months are likely to see continued repricing pressures as the narrative of accelerating AI networking revenue struggles to translate into price appreciation, given the current divergence in the sector. 2026-03-06 · bullish_continuation · conv 0.75 — With confirmed momentum in AI networking revenue, MRVL is positioned for continued growth in the near term. The recent positive trajectory suggests a strong potential for further price appreciation. 2026-03-09 · bullish_continuation · conv 0.75 — With confirmed momentum in AI networking revenue, MRVL is positioned for potential price appreciation in the coming months. Despite a slight dislocation in narrative strength, the overall trajectory indicates a bullish outlook. 2026-03-10 · bearish_continuation · conv 0.70 — With a confirmed narrative of accelerating AI networking revenue, MRVL's price action suggests potential challenges ahead, as indicated by a significant negative narrative dislocation score. The next couple of months may see continued pressure on the stock despite the positive re 2026-03-11 · bullish_continuation · conv 0.75 — With a confirmed narrative and positive relative performance, MRVL is likely to maintain its upward trajectory in the near term. The market appears to be aligning with the narrative of accelerating AI networking revenue. 2026-03-12 · bullish_continuation · conv 0.75 — MRVL's confirmed state and strong narrative momentum suggest a continued bullish trajectory in the near term, despite recent narrative dislocation. The positive relative return indicates investor confidence in AI networking growth. 2026-03-13 · bullish_continuation · conv 0.75 — The recent repricing indicates a strong alignment between the narrative and market perception, suggesting continued upward momentum in the near term. Expect the narrative around AI networking to further strengthen MRVL's position in the semiconductor sector. 2026-03-16 · bullish_continuation · conv 0.75 — With AI networking revenue accelerating, MRVL is poised for further repricing in the near term. The positive narrative, despite recent volatility, suggests a potential for upward movement over the next couple of months. 2026-03-17 · bullish_continuation · conv 0.75 — The structural picture indicates a bullish continuation as AI networking revenue accelerates. Despite the current repricing phase, positive narrative strength suggests potential for upward momentum in the near term. 2026-03-18 · bullish_continuation · conv 0.70 — With a strong narrative around accelerating AI networking revenue, MRVL is likely to continue its repricing phase. The recent stability in narrative score suggests potential for positive price movement in the near term. 2026-03-19 · bullish_continuation · conv 0.75 — MRVL is positioned for a bullish continuation as AI networking revenue accelerates, with positive narrative support and a favorable trajectory. Expect price to stabilize and potentially rise in the coming months. 2026-03-20 · bullish_continuation · conv 0.75 — The structural picture indicates a bullish continuation with AI networking revenue accelerating. Expect gradual price appreciation as market sentiment aligns with the positive narrative. 2026-03-23 · bullish_continuation · conv 0.75 — As MRVL continues to show repricing dynamics, the accelerating AI networking revenue narrative suggests a positive trajectory over the next couple of months. Expect continued upward pressure as the market aligns with this narrative. 2026-03-24 · bullish_continuation · conv 0.70 — The structural indicators suggest a positive trajectory for MRVL, driven by accelerating AI networking revenue. The current early state implies potential for continued upward movement in the coming months. 2026-03-25 · bullish_continuation · conv 0.75 — Given the confirmed state and the positive relative return, MRVL is likely to see continued bullish momentum in the near term, particularly as AI networking revenue accelerates. The narrative is strong despite the recent dislocation in NDS. 2026-03-26 · mixed_rotational · conv 0.65 — Despite confirmed positive narrative around AI networking revenue, the significant narrative dislocation suggests potential challenges ahead. Prices may fluctuate as the market reacts to broader sector dynamics. 2026-03-27 · mixed_rotational · conv 0.65 — In the next 1-2 months, MRVL's price may struggle to maintain upward momentum despite positive narrative around AI networking revenue, as reflected in the diverging narrative dislocation scores across the sector. 2026-03-30 · bullish_continuation · conv 0.75 — With accelerating AI networking revenue and an early state, MRVL is positioned for potential price appreciation. The narrative strength suggests a favorable environment for continued growth in the near term. 2026-03-31 · bullish_continuation · conv 0.80 — With confirmed positive momentum and accelerating AI networking revenue, MRVL is positioned for continued growth in the near term. The narrative strength supports a bullish outlook over the next couple of months. 2026-04-01 · bullish_continuation · conv 0.75 — With confirmed positive narrative and strong relative performance, MRVL is positioned for continued upward momentum in the near term. The structural indicators support a sustained bullish outlook. 2026-04-02 · bullish_continuation · conv 0.85 — The confirmed state and positive narrative indicate a continued bullish trajectory in the near term. Expect further gains as AI networking revenue accelerates. 2026-04-06 · bullish_continuation · conv 0.75 — With confirmed structural support and accelerating AI networking revenue, MRVL is positioned for continued bullish momentum over the next couple of months. The recent positive relative performance against peers strengthens this outlook. 2026-04-07 · bullish_continuation · conv 0.75 — With confirmed positive momentum in AI networking revenue, MRVL is expected to maintain its bullish trajectory over the next couple of months despite the recent dip in narrative dislocation score. The relative return indicates strong investor confidence. 2026-04-08 · bullish_continuation · conv 0.75 — With confirmed structural support and accelerating AI networking revenue, MRVL is likely to maintain upward momentum in the near term despite some pricing pressures in the broader semiconductor sector. 2026-04-09 · bullish_continuation · conv 0.75 — With confirmed positive narrative momentum and a stable relative performance, MRVL is positioned for continued bullish movement in the short term. The structural indicators suggest sustained interest in AI networking capabilities. 2026-04-10 · bearish_continuation · conv 0.70 — Despite confirmed narratives around AI networking revenue, the significant negative narrative dislocation score indicates a bearish outlook. Price pressure is expected to persist in the near term. 2026-04-13 · bullish_continuation · conv 0.75 — With confirmed narrative support and a positive relative return, MRVL is likely to maintain upward momentum in the short term. The recent price action suggests resilience despite broader market pressures. 2026-04-14 · bullish_continuation · conv 0.75 — Given the confirmed state and accelerating AI networking revenue, MRVL is positioned for continued growth in the near term. The narrative remains strong, despite broader pressures in the software cohort. 2026-04-15 · bearish_continuation · conv 0.75 — Despite confirmed AI networking revenue growth, the negative narrative dislocation score indicates potential challenges ahead. Expect price volatility as market sentiment adjusts. 2026-04-16 · bullish_continuation · conv 0.80 — With confirmed positive narrative and accelerating AI networking revenue, MRVL is likely to maintain upward momentum in the short term. The relative performance against peers suggests continued investor confidence. 2026-04-17 · bullish_continuation · conv 0.75 — With AI networking revenue accelerating and a positive narrative score, MRVL is positioned for further gains over the next couple of months. The recent upward trend in narrative dislocation suggests a strengthening outlook. 2026-04-20 · bullish_continuation · conv 0.75 — In the next 1-2 months, MRVL is expected to maintain its confirmed state with a positive narrative surrounding AI networking revenue. This suggests continued upward momentum in performance relative to benchmarks. 2026-04-21 · mixed_rotational · conv 0.65 — While MRVL's narrative on AI networking revenue remains strong, the negative narrative dislocation score suggests potential headwinds in sustaining price gains. Expect a mixed trajectory as the market weighs these factors. 2026-04-22 · bullish_continuation · conv 0.75 — With a confirmed state and positive narrative momentum, MRVL is expected to maintain a bullish trajectory in the near term, supported by accelerating AI networking revenue. However, the recent NDS drop suggests potential volatility ahead. 2026-04-23 · bearish_continuation · conv 0.70 — Over the next 1-2 months, MRVL may struggle to maintain upward momentum as the narrative of accelerating AI networking revenue is overshadowed by significant negative narrative dislocation. Price performance suggests ongoing challenges despite a confirmed state. 2026-04-24 · mixed_rotational · conv 0.65 — The structural picture suggests potential volatility ahead, with confirmed narratives under pressure. While AI networking revenue is accelerating, recent dislocations may lead to a mixed trajectory in the near term. 2026-04-27 · bullish_continuation · conv 0.75 — Given the early state and positive NDS, MRVL is expected to see continued price support as AI networking revenue accelerates. A stable narrative suggests potential for upside in the coming months. 2026-04-28 · bearish_continuation · conv 0.65 — Despite a strong narrative around accelerating AI networking revenue, MRVL is experiencing a repricing phase with price lagging behind the narrative. The outlook suggests continued pressure on pricing dynamics over the next couple of months. 2026-04-29 · bearish_continuation · conv 0.70 — Despite the positive narrative around AI networking revenue, MRVL is in a repricing state with price lagging behind the narrative. Expect continued downward pressure in the near term as the market recalibrates. 2026-04-30 · bearish_continuation · conv 0.70 — The next couple of months may see continued pricing pressure despite strong narrative support from AI networking revenue growth, as the current repricing state suggests potential further declines. 2026-05-01 · bearish_continuation · conv 0.70 — The next 1-2 months are likely to see continued repricing as the narrative around AI networking revenue accelerates fails to translate into price gains. The structural lag against peers suggests a challenging environment ahead. 2026-05-04 · bullish_continuation · conv 0.75 — With an early state and accelerating narrative around AI networking revenue, MRVL is positioned for continued positive momentum in the near term. The recent trajectory suggests a stabilization in price following the repricing phase. 2026-05-05 · bullish_continuation · conv 0.75 — With confirmed positive narrative and healthy relative performance, MRVL is likely to maintain upward momentum in the near term. The acceleration in AI networking revenue supports a bullish outlook despite some recent pricing challenges. 2026-05-06 · inflection_pending · conv 0.65 — The structural picture suggests a cautious optimism as AI networking revenue accelerates, but the overall market pressure in the software sector could weigh on performance. A potential inflection point is expected in the coming months as price dynamics stabilize. 2026-05-07 · bearish_continuation · conv 0.75 — The divergence between strong narrative and negative price action suggests continued challenges for MRVL in the coming months. A bearish continuation is expected as the market remains unresponsive to its narrative strengths. 2026-05-08 · bearish_continuation · conv 0.65 — Despite positive narrative momentum around AI networking revenue, MRVL faces ongoing price pressure as it remains in a repricing state. The divergence from the narrative suggests continued challenges in aligning price with expectations over the next couple of months. 2026-05-11 · bearish_continuation · conv 0.65 — The 1-2 month outlook suggests continued repricing as MRVL's narrative of accelerating AI networking revenue struggles to translate into price gains. The divergence with peers indicates persistent challenges ahead. 2026-05-12 · bearish_continuation · conv 0.75 — The next 1-2 months are likely to see continued divergence as the strong narrative around AI networking fails to translate into price action, reflecting a broader sector trend. Expect sustained pressure as the market struggles to reconcile positive sentiment with negative perform 2026-05-13 · bearish_continuation · conv 0.70 — Despite positive narratives around AI networking revenue, MRVL's price continues to lag, indicating a bearish continuation. The recent repricing suggests ongoing struggles to align market sentiment with the growth story. 2026-05-14 · bearish_continuation · conv 0.70 — Despite confirmed AI networking revenue acceleration, the negative narrative dislocation and broader sector pressures indicate a challenging near-term outlook. Price may continue to struggle against the backdrop of a disjointed narrative and market sentiment. 2026-05-15 · inflection_pending · conv 0.65 — Given the early state and recent narrative decline, MRVL may experience a volatile path ahead. The acceleration of AI networking revenue could support a recovery, but it remains to be seen if the market will respond positively in the near term. 2026-05-18 · bearish_continuation · conv 0.65 — In the next 1-2 months, MRVL is likely to continue facing headwinds as the narrative around AI networking revenue fails to translate into price momentum. The repricing state suggests ongoing challenges in aligning market expectations with actual performance. 2026-05-19 · inflection_pending · conv 0.70 — MRVL is experiencing a narrative-driven momentum as its AI networking revenue accelerates, yet the market has been slow to reflect this optimism in its price, as indicated by its recent narrative dislocation score of +8.4. This suggests a potential inflection point where the mark 2026-05-20 · inflection_pending · conv 0.70 — MRVL is experiencing a strong narrative boost from its AI networking revenue acceleration, yet the market has shown reluctance to reflect this positively in its pricing, as evidenced by the narrative dislocation score of +8.4 and a relative return of -0.1%. This suggests a potent 2026-05-21 · bullish_continuation · conv 0.70 — MRVL is experiencing an acceleration in AI networking revenue, and recent data indicates that its price is beginning to align with this narrative. After a period where the narrative led the price, the current state suggests a stronger alignment, with a positive relative return of 2026-05-24 · bullish_continuation · conv 0.70 — MRVL's AI networking revenue acceleration is driving a positive shift, with the narrative now gaining traction as price begins to follow. The recent state change to 'EARLY' suggests further upside potential as the market starts to recognize the value of MRVL's AI initiatives. Thi 2026-05-25 · bullish_continuation · conv 0.70 — MRVL's AI networking revenue is accelerating, and the price is starting to follow this narrative. The recent shift from repricing to an early state indicates that the market is beginning to recognize the growth potential in MRVL's AI segment. Given the positive relative return an 2026-05-26 · bullish_continuation · conv 0.70 — MRVL's AI networking revenue acceleration is likely to continue driving price appreciation over the next 1-2 months, as the market begins to catch up with the narrative. Despite a recent NDS of -43.9 indicating price trailing the narrative, the ongoing sector momentum and MRVL's 2026-05-28 · bullish_continuation · conv 0.70 — Marvell's AI networking revenue acceleration is effectively translating into price gains, as evidenced by its confirmed state and a strong relative return of +19.8% against the broader market. Given the current trajectory and the narrative's alignment with price movement, Marvell 2026-05-29 · bullish_continuation · conv 0.70 — MRVL's recent transition to an 'early' state with AI networking revenue accelerating suggests continued price appreciation. The narrative has consistently led to improved relative returns, currently at +8.7% against the broad tape. With price now starting to follow a strong narra 2026-05-31 · bullish_continuation · conv 0.70 — MRVL is likely to see continued strength in its stock price as its AI networking revenue accelerates, aligning with a positive narrative trajectory. The stock has just entered an early state with price starting to follow narrative improvements, suggesting further upside potential 2026-06-01 · bullish_continuation · conv 0.70 — MRVL's recent shift to an 'EARLY' state with a positive trajectory suggests that its AI networking revenue acceleration is starting to be reflected in the stock price. The price is following the narrative with a positive relative return of 4.2% over the broad market. This contras Each bar = one day’s forward expectation. Green = bullish, red = bearish, grey = neutral. Bar height = model conviction at parse time (not a calibrated probability).
2025-11-25 FIRST
bullish cont. 0.70
“With early signs of price following the positive narrative around accelerating AI networking revenue, MRVL is positioned for continued upward movement in the near term. However, caution is warranted given the broader sector divergence patterns.”
2026-01-02
bearish cont. 0.70
“In the next 1-2 months, MRVL may experience continued pressure as the narrative around AI networking revenue decelerates. Recent divergence and negative NDS suggest a cautious outlook despite some positive relative performance.”
2026-02-10
bearish cont. 0.70
“The trajectory indicates continued price-led pressure with a negative narrative dislocation score, suggesting a challenging environment in the short term. Despite the accelerating AI networking revenue, the current pricing dynamics are not reflecting this positively.”
2026-03-19
bullish cont. 0.75
“MRVL is positioned for a bullish continuation as AI networking revenue accelerates, with positive narrative support and a favorable trajectory. Expect price to stabilize and potentially rise in the coming months.”
2026-04-27
bullish cont. 0.75
“Given the early state and positive NDS, MRVL is expected to see continued price support as AI networking revenue accelerates. A stable narrative suggests potential for upside in the coming months.”
2026-06-01 TODAY
bullish cont. 0.70
“MRVL's recent shift to an 'EARLY' state with a positive trajectory suggests that its AI networking revenue acceleration is starting to be reflected in the stock price. The price is following the narrative with a positive relative return of 4.2% over the broad market. This contras”
L3 Expectation Lifecycle Field BUILT V1
Each (actor, theme, direction-sign) is a persistent thesis tracked through typed lifecycle events: born / strengthened / weakened / contradicted / retired.
adds Turns MRVL's daily expectation summaries into a memory system. Theses you can follow for weeks, not snapshots that vanish overnight.
today 59 theses tracked over the window; 3 active today, 0 persistent (≥3 daily versions). Lifecycle events: born 59 · strengthened 1 · weakened 2 · contradicted 14 · retired 63.
MRVL’s expectation theses 25 theses shown · 59 total
↑ Marvell Technology's AI Growth Potential
─ Marvell Technology's AI Growth Potential
↓ Marvell Technology's AI Growth Potential
↓ Arista Networks growth and valuation analysis
↓ AI-driven growth and stock performance
↑ AI-driven growth and stock performance
↑ AI-driven semiconductor investment outlook
↓ Memory stocks driven by AI demand
↑ Memory stocks driven by AI demand
↓ Nvidia's AI Market Challenges and Opportunities
↑ Marvell Technology stock performance outlook
↓ AI investment strategies and market outlook
─ AI investment strategies and market outlook
─ Media Mergers and Regulatory Challenges
↓ Marvell's AI-driven earnings expectations
↑ Marvell's AI-driven earnings expectations
↑ Microsoft's AI Strategy and Market Position
─ Microsoft's AI Strategy and Market Position
↑ Marvell earnings driven by AI demand
↑ Broadcom's AI Valuation and Growth Potential
↑ Microsoft's AI Strategy and Stock Outlook
↓ Oracle growth and investment outlook
↑ Broadcom's AI chip partnerships surge
↓ Broadcom's AI chip partnerships surge
↓ Broadcom and Marvell stock dynamics
● born▲ strengthened▼ weakened✕ contradicted○ retired
2026-01-02
2 active theses
2026-02-10
2 active theses
2026-03-19
2 active theses
2026-04-27
2 active theses
L4 Performance Field BUILT V1
Slices expectations into regions of (theme × direction) and asks, for each, whether forward returns relative to QQQ moved in the predicted direction. 5d / 10d / 20d horizons. Walk-forward — every observation uses only information available on its date.
adds Closes the loop. Realized outcomes calibrate which regions of the field actually pay.
today System-wide: 65 public regions (73 limited, 343 insufficient) across 2,377 signed observations. All-expectations baseline runs 48% at 5d / 50% at 20d — close to chance overall, with edge concentrated in specific regions. 14 public regions are flagged inverted (corpus hit ≤ 30%); the operating layer reads them as contrarian. MRVL appears in 21 public regions and 9 limited, including 4 inverted.
MRVL appears in 43 signed regions · showing top 6 by n_obs
theme · direction sample 5d hit 20d hit actors
↓ Nvidia's AI Market Challenges and Opportunities
n=61
51% (+3pp)
43% (-7pp)
19
↓ Arista Networks growth and valuation analysis
n=48
54% (+6pp)
63% (+13pp)
16
↑ Microsoft's AI Strategy and Market Position
n=48
58% (+10pp)
54% (+5pp)
11
↓ AI investment strategies and market outlook
n=45
44% (-3pp)
27% (-23pp)
18
↓ Tech giants navigate AI and regulation
n=40
65% (+17pp)
53% (+3pp)
15
↓ AI-driven growth and stock performance
n=39
56% (+9pp)
54% (+4pp)
16
Hit rate = share of forward returns that moved in the predicted direction relative to QQQ. Delta vs the all-expectations baseline (48% at 5d, 50% at 20d). Green ≥ +10pp · red ≤ −10pp. Tiers: n ≥ 10 public, n 5–9 limited (shown with caveat), n < 5 insufficient (hit rate suppressed). INV badge: region flagged inverted (corpus hit_5d ≤ 30% on public tier); operating layer reads the contrarian direction (strike-through glyph shows the original L2 read, second glyph shows the effective direction).