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Marvell Soars 20% After Nvidia CEO Crowns It 'The Next Trillion-Dollar Company'

Marvell Technology stock surged 20% after Nvidia CEO Jensen Huang called it 'the next trillion-dollar company' at Computex, backed by a $2 billion Nvidia investment. Reddit traders piled in, with one YOLO post targeting a $1 trillion market cap.

  1. Nvidia CEO Jensen Huang called

    MRVL
    $MRVL 'the next trillion-dollar company' at Computex, sending shares up 20%.

  2. Reddit's r/wallstreetbets saw a surge in posts about MRVL, with one YOLO trader betting on a $1 trillion market cap.

  3. The 'AI shovel sellers' theme dominated discussion, positioning Marvell as a key infrastructure play in the AI gold rush.

The Big News: Jensen Huang's Trillion-Dollar Endorsement

Marvell Technology

MRVL
$MRVL stock surged 20% in premarket trading on Tuesday after Nvidia CEO Jensen Huang called the company 'the next trillion-dollar company' during a joint appearance at Computex. Huang's endorsement was backed by a $2 billion strategic investment from Nvidia, sending
MRVL
$MRVL shares to a new 52-week high.

The move was part of a broader AI-chip rally that pushed the S&P 500, Nasdaq 100, and Dow Jones to fresh record highs. Marvell's data center segment now accounts for 76% of its revenue, and analysts project its custom chip business could double by fiscal 2028.

Reddit Goes All In on the 'Shovel Seller' Thesis

The r/wallstreetbets community was quick to latch onto Huang's endorsement. One top post with 2,585 upvotes declared: 'Jensen just introduced Marvell as the next trillion dollar company at Computex. MRVL up 16% overnight.' The author called it 'bigger signal than Trump saying buy a Dell' and predicted 'still a 5x from here.'

Another popular thread framed the AI boom as a 'gold rush' where the smart money buys the shovel sellers. The post argued that Marvell, along with other infrastructure plays like HBM suppliers and optical networking vendors, benefits from AI growth without needing the models to 'become conscious or cure cancer.'

A YOLO post with 180 upvotes showed a trader going all-in on

MRVL
$MRVL with a price target of $1,000 per share, betting the company hits a $1 trillion market cap from its current $254 billion valuation.

Earnings and Technicals Back the Hype

Marvell reported adjusted EPS of $0.80 on revenue of $2.42 billion, beating expectations on both lines. The company also launched its new Teralynx T100 AI-focused switch, which drove optimistic forward guidance. The stock is now trading with an RSI of 74.31, in overbought territory, but the momentum shows no signs of slowing.

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The Bottom Line

Marvell's surge is the clearest signal yet that the AI infrastructure trade is broadening beyond Nvidia. As the 'shovel seller' thesis gains traction on r/wallstreetbets and in the broader market,

MRVL
$MRVL has become the new poster child for the companies that power the AI gold rush without chasing the gold itself.

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