Cyberpunk Sense 👑(@napoleon21st):So, guys, Marvell $MRVL which has a market cap 250b just jumped over 40% In a day because of a comment the CEO of $NVDA made that it can reach a trillion. But bears are telling me that I'm crazy when I say that it's possible for $SIVE to go 20-50x to 100b from here? It is indeed perfectly possible in today's market.

2026.06.02 22:30

So, guys, Marvell $MRVL which has a market cap 250b just jumped over 40% In a day because of a comment the CEO of $NVDA made that it can reach a trillion. But bears are telling me that I'm crazy when I say that it's possible for $SIVE to go 20-50x to 100b from here? It is indeed perfectly possible in today's market.

Photon Capital@PhotonCap

2026.06.02 22:22

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.