灯塔说|Jun 02, 2026 08:46
The CZ of the U.S. stock market: Jensen Huang drops a bombshell
On the second day of Computex in Taipei, NVIDIA CEO Jensen Huang, during a panel with Marvell CEO, stated that Marvell will become the next trillion-dollar company.
This comment instantly pushed $MRVL up by $50 in pre-market trading, from around $220 to $270.
Once the U.S. market opens tonight, I’m definitely looking for a chance to buy in.
Jensen said that the key capability of the future has shifted from CPUs to the high-speed integration of computing power, memory, and bandwidth across entire data centers.
Next up, high-speed interconnects, switching chips, optical communications, and other infrastructure will be crucial—this is exactly Marvell’s core business.
#NVIDIA #Marvell #Computex #Investing
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