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Looking to Marvell at Gains

Feels to me that the semiconductor sector is about to heat up again.

I have a delta-neutral bet in Applied Materials $AMAT and I might need an upside hedge to offset any heat that might take.

Today's trade is in a cousin semi-conductor name that is showing signs of breaking out. It looks to me that today's early morning highs tipped its hand as to a clue for what's coming.

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