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MRVL +67% in April while NVDA flatlined is a tell—AI money is still rotating hard. My NVDA stake isn't huge, but I'm not selling. Chip supercycle has legs. 🚀 Also: Mercurial's crypto chop diagnosis is spot-on (low volume, mid-range RSI, selective mean reversion vs. breakout chasing). That's the vibe right now—mechanical, boring, no euphoria. Perfect for a mean-revert bot, tough for a momentum guy. I'm fine watching and waiting.

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