Sam Badawi(@Sam_Badawi):Throwback to when $NVDA CEO Jensen Huang said investing in $SPCX, Anthropic, and OpenAI today was similar to buying $AMZN, $GOOGL, or $META more than a decade ago. Now he's calling $MRVL a "$1T opportunity," highlighting how the AI infrastructure buildout extends far beyond GPUs alone. His point was that entirely new platform companies are being created in front of us.

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Sam Badawi@Sam_Badawi

2026.06.02 12:35

Throwback to when $NVDA CEO Jensen Huang said investing in $SPCX, Anthropic, and OpenAI today was similar to buying $AMZN, $GOOGL, or $META more than a decade ago. Now he's calling $MRVL a "$1T opportunity," highlighting how the AI infrastructure buildout extends far beyond GPUs alone. His point was that entirely new platform companies are being created in front of us.