42(@42space):Big week for the chip giants. Here’s who you need to know: - $NVDA, the $5T AI king and the most valuable company on earth. - $MRVL, custom AI silicon and data-center networking. Beaten down this year, then ripping on a $12B Google chip deal. - $AVGO, the quiet AI compounder. Custom accelerators and networking, with AI revenue growing triple digits. - $MU, the memory play. HBM is the hottest corner of the AI trade, and it’s already run hard. We’ve got a market on which one runs hardest through the week. Call it 👇

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42@42space

2026.08.24 07:30

Big week for the chip giants. Here’s who you need to know: - $NVDA, the $5T AI king and the most valuable company on earth. - $MRVL, custom AI silicon and data-center networking. Beaten down this year, then ripping on a $12B Google chip deal. - $AVGO, the quiet AI compounder. Custom accelerators and networking, with AI revenue growing triple digits. - $MU, the memory play. HBM is the hottest corner of the AI trade, and it’s already run hard. We’ve got a market on which one runs hardest through the week. Call it 👇

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