๐จ $MRVL โ the real story is even stronger than the rumor.
I couldnโt verify the claim that Trump personally bought about $5.25M of Marvell shares, so I wouldnโt use that as a fact.
What is confirmed is much bigger for the AI thesis:
Nvidia invested $2B in Marvell earlier this year as part of a strategic partnership around NVLink Fusion, custom AI chips and high-speed networking. Jensen Huang also publicly called Marvell โthe next trillion-dollar company.โ
Marvellโs fundamentals are catching up with the hype too. Q2 revenue hit a record $2.74B, up 37% YoY, and management now expects custom-silicon revenue to more than double next year. Its expanded Google partnership could potentially generate massive long-term revenue, although the biggest contribution is expected later in the decade.
As of Sept. 24, MRVL closed around $258.95 with a market cap near $227B, still roughly 20% below its 52-week high around $330.
That creates the trigger:
$NVDA backing + Google custom silicon + AI networking demand + record revenue = $MRVL becomes one of the clearest โnext layerโ AI infrastructure trades.
The market already knows Nvidia owns the GPU layer.
The next question is whether Marvell can dominate the custom silicon + networking layer connecting those GPUs together.
If Jensenโs trillion-dollar call ever gets close, todayโs valuation still leaves a huge gap to fill. ๐
#BitcoinSpotETFsNetInflow$191M #CFTCUpdatesGuidanceOnTokenizedAssets #FedProposesRulesForBankIssuedStablecoins #FedOctoberRateHikeOddsRiseTo69.7% #BinanceWillListHyperliquid(HYPE)
I couldnโt verify the claim that Trump personally bought about $5.25M of Marvell shares, so I wouldnโt use that as a fact.
What is confirmed is much bigger for the AI thesis:
Nvidia invested $2B in Marvell earlier this year as part of a strategic partnership around NVLink Fusion, custom AI chips and high-speed networking. Jensen Huang also publicly called Marvell โthe next trillion-dollar company.โ
Marvellโs fundamentals are catching up with the hype too. Q2 revenue hit a record $2.74B, up 37% YoY, and management now expects custom-silicon revenue to more than double next year. Its expanded Google partnership could potentially generate massive long-term revenue, although the biggest contribution is expected later in the decade.
As of Sept. 24, MRVL closed around $258.95 with a market cap near $227B, still roughly 20% below its 52-week high around $330.
That creates the trigger:
$NVDA backing + Google custom silicon + AI networking demand + record revenue = $MRVL becomes one of the clearest โnext layerโ AI infrastructure trades.
The market already knows Nvidia owns the GPU layer.
The next question is whether Marvell can dominate the custom silicon + networking layer connecting those GPUs together.
If Jensenโs trillion-dollar call ever gets close, todayโs valuation still leaves a huge gap to fill. ๐
#BitcoinSpotETFsNetInflow$191M #CFTCUpdatesGuidanceOnTokenizedAssets #FedProposesRulesForBankIssuedStablecoins #FedOctoberRateHikeOddsRiseTo69.7% #BinanceWillListHyperliquid(HYPE)
