WRONG — Prediction required NVDA underperformance vs XLK by >50bps within 24h. Actual data shows NVDA +0.8% and QQQ +1.2% (which tracks tech heavily). No XLK data provided, but QQQ's outperformance contradicts the thesis. Marvell data unavailable to evaluate relative claim. The geopolitical threat thesis failed to materialize in price action.