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Marvell $MRVL stock is up by more than 20% in pre market trading after its COMPUTEX keynote where Jensen Huang said
Marvell will be the next “Trillion dollar company”
Celebrating @DrSamGeorge1's marvellous discovery of a 'Peryton' or 'winged stag' at Linthigow Palace
📷 courtesy of Sam George
Jensen Huang did not label Marvell a "connectivity company"; he argued that once computing is disaggregated and distributed across the data center, connectivity becomes the necessary layer. On that basis he called Marvell "essential" to how AI data centers are evolving. The "connectivity equipment" framing is the reporters' paraphrase, with only "essential" appearing as his direct word.
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$NVDA Jensen Huang:
“ $MRVL the next $1T company ladies and gentlemen “.
Marvell is currently trading at $191B.
I have positions in Marvell… but how much faith do we have in Jensen for the 5x?
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A marmalade Pop-Tart? Now that is a marvellous idea, @JasonKelce.
@taylorswift13 @newheightshow @tkelce
Retail traders are shifting from Big Tech to stocks boosted by AI like SK Hynix and Marvell; five of the Magnificent Seven stocks trail the market this year (@hannaherinlang / Wall Street Journal)
(Visit Techmeme dot com for the link and full context!)
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